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 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
347+ 5.78% |
$176K - $196K
|
6.35K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
343+ 23.32% |
$174K - $193K
|
1.81K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
338+ 72.07% |
$171K - $191K
|
807
$477K
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
336+ 30.13% |
$170K - $189K
|
1.45K
$858K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
334+ 1.6% |
$169K - $188K
|
21.2K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
331+ 17.81% |
$168K - $187K
|
2.19K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
325+ 1.32% |
$165K - $183K
|
24.9K
$14.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
322+ 4.12% |
$163K - $182K
|
8.13K
$4.81M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
322New |
$163K - $182K
|
322
$190K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
321+ 19.4% |
$163K - $181K
|
1.98K
$1.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
319+ 31.12% |
$162K - $180K
|
1.34K
$795K
|
|
|
May 14, 2025
Q1 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
318+ 30.17% |
$161K - $179K
|
1.37K
$811K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
317+ 3.35% |
$161K - $179K
|
9.78K
$5.78M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
317+ 3.15% |
$161K - $179K
|
10.4K
$6.14M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
317+ 5.6% |
$161K - $179K
|
5.98K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
316+ 4.43% |
$160K - $178K
|
7.45K
$4.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
315+ 7.51% |
$160K - $178K
|
4.51K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
314+ 14.48% |
$159K - $177K
|
2.48K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
314+ 3.87% |
$159K - $177K
|
8.42K
$4.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
313+ 23.71% |
$159K - $176K
|
1.63K
$966K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
313+ 223.57% |
$159K - $176K
|
453
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
312+ 12.56% |
$158K - $176K
|
2.8K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
310+ 13.07% |
$157K - $175K
|
2.68K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
310+ 1.42% |
$157K - $175K
|
22.2K
$13.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
308+ 31.46% |
$156K - $174K
|
1.29K
$761K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
306+ 20.04% |
$155K - $172K
|
1.83K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
306+ 54.16% |
$155K - $172K
|
871
$515K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
306+ 70.02% |
$155K - $172K
|
743
$439K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
305+ 1.55% |
$155K - $172K
|
20K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
304+ 5.78% |
$154K - $171K
|
5.56K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
304+ 36.54% |
$154K - $171K
|
1.14K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
304+ 1.71% |
$154K - $171K
|
18.1K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
301+ 9.91% |
$153K - $170K
|
3.34K
$1.97M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
298+ 1.48% |
$151K - $168K
|
20.5K
$12.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
297+ 6.29% |
$151K - $167K
|
5.02K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
296+ 10.03% |
$150K - $167K
|
3.25K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
296+ 27.23% |
$150K - $167K
|
1.38K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
295+ 18.86% |
$150K - $166K
|
1.86K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
292+ 60.46% |
$148K - $165K
|
775
$458K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
292+ 5.19% |
$148K - $165K
|
5.92K
$3.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
289+ 5.74% |
$147K - $163K
|
5.32K
$3.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
288+ 21.8% |
$146K - $162K
|
1.61K
$951K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
288+ 24.24% |
$146K - $162K
|
1.48K
$873K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
288+ 10.16% |
$146K - $162K
|
3.12K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
286+ 3.07% |
$145K - $161K
|
9.59K
$5.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
284+ 30.41% |
$144K - $160K
|
1.22K
$720K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
284+ 52.4% |
$144K - $160K
|
826
$488K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
283+ 25.75% |
$143K - $160K
|
1.38K
$817K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
282+ 15.01% |
$143K - $159K
|
2.16K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
281+ 2.33% |
$142K - $158K
|
12.4K
$7.31M
|