Purchases and Sales Made in Q1 2025 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
407New |
$206K - $229K
|
407
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
407+ 2.74% |
$206K - $229K
|
15.3K
$9.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
407+ 5.95% |
$206K - $229K
|
7.25K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
407+ 19.67% |
$206K - $229K
|
2.48K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
407+ 21.49% |
$206K - $229K
|
2.3K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
404+ 86.88% |
$205K - $228K
|
869
$514K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
403+ 25.11% |
$204K - $227K
|
2.01K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
403+ 71.08% |
$204K - $227K
|
970
$574K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
401+ 92.82% |
$203K - $226K
|
833
$493K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
401+ 2.2% |
$203K - $226K
|
18.6K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
399New |
$202K - $225K
|
399
$236K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
399New |
$202K - $225K
|
399
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
398New |
$202K - $224K
|
398
$235K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
396New |
$201K - $223K
|
396
$234K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
394+ 54.5% |
$200K - $222K
|
1.12K
$660K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
393New |
$199K - $222K
|
393
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
392New |
$199K - $221K
|
392
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
390+ 5.04% |
$198K - $220K
|
8.13K
$4.81M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
390+ 2.2% |
$198K - $220K
|
18.1K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
389+ 9.04% |
$197K - $219K
|
4.69K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
388+ 31.21% |
$197K - $219K
|
1.63K
$964K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
388+ 2.26% |
$197K - $219K
|
17.6K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
387+ 51.53% |
$196K - $218K
|
1.14K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
387+ 15.97% |
$196K - $218K
|
2.81K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
385+ 5.42% |
$195K - $217K
|
7.49K
$4.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
383+ 64.15% |
$194K - $216K
|
980
$579K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
383+ 1.14% |
$194K - $216K
|
33.9K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
383+ 18.95% |
$194K - $216K
|
2.4K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
381+ 12700.0% |
$193K - $215K
|
384
$227K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
381+ 0.23% |
$193K - $215K
|
169K
$99.9M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
380+ 20.65% |
$193K - $214K
|
2.22K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
379New |
$192K - $214K
|
379
$224K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
378+ 19.62% |
$192K - $213K
|
2.31K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
377+ 3.17% |
$191K - $213K
|
12.3K
$7.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
376+ 2.65% |
$191K - $212K
|
14.6K
$8.61M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
370+ 6.27% |
$188K - $209K
|
6.28K
$3.71M
|
|
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
367+ 10.1% |
$186K - $207K
|
4K
$2.36M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
361+ 11.07% |
$183K - $203K
|
3.62K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
360+ 5.02% |
$183K - $203K
|
7.54K
$4.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
357+ 12.82% |
$181K - $201K
|
3.14K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
357+ 2.96% |
$181K - $201K
|
12.4K
$7.35M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
356+ 11.05% |
$181K - $201K
|
3.58K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
354+ 6.57% |
$179K - $200K
|
5.74K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
353+ 7.66% |
$179K - $199K
|
4.96K
$2.94M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
353+ 1.22% |
$179K - $199K
|
29.2K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
351+ 46.06% |
$178K - $198K
|
1.11K
$658K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
349+ 5.8% |
$177K - $197K
|
6.37K
$3.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
349+ 58.17% |
$177K - $197K
|
949
$561K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
349+ 1.29% |
$177K - $197K
|
27.5K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
348+ 6.17% |
$176K - $196K
|
5.98K
$3.54M
|