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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
148+ 8.75% |
$75K - $83.4K
|
1.84K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
147+ 13.7% |
$74.5K - $82.9K
|
1.22K
$721K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
147+ 0.48% |
$74.5K - $82.9K
|
30.8K
$18.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
143+ 7.91% |
$72.5K - $80.6K
|
1.95K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
143+ 4.48% |
$72.5K - $80.6K
|
3.33K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
142+ 11.89% |
$72K - $80K
|
1.34K
$790K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
141+ 7.8% |
$71.5K - $79.5K
|
1.95K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
141+ 20.77% |
$71.5K - $79.5K
|
820
$485K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
141+ 8.75% |
$71.5K - $79.5K
|
1.75K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
141+ 18.48% |
$71.5K - $79.5K
|
904
$535K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
140+ 0.1% |
$71K - $78.9K
|
144K
$85.3M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
140+ 25.32% |
$71K - $78.9K
|
693
$410K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
138+ 50.74% |
$70K - $77.8K
|
410
$242K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
138+ 0.62% |
$70K - $77.8K
|
22.5K
$13.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
137+ 3.5% |
$69.5K - $77.2K
|
4.05K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
137New |
$69.5K - $77.2K
|
137
$81K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
137+ 3.96% |
$69.5K - $77.2K
|
3.6K
$2.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
136+ 1.04% |
$69K - $76.7K
|
13.2K
$7.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
136+ 1.04% |
$69K - $76.7K
|
13.3K
$7.84M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
136+ 3.27% |
$69K - $76.7K
|
4.29K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
135+ 1.63% |
$68.5K - $76.1K
|
8.41K
$4.97M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
133+ 11.66% |
$67.4K - $75K
|
1.27K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
132+ 20.03% |
$66.9K - $74.4K
|
791
$468K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
132+ 3.56% |
$66.9K - $74.4K
|
3.84K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
130+ 4.09% |
$65.9K - $73.3K
|
3.31K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
130+ 14.84% |
$65.9K - $73.3K
|
1.01K
$595K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
130+ 18.73% |
$65.9K - $73.3K
|
824
$487K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
128+ 3.49% |
$64.9K - $72.1K
|
3.8K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
128+ 4.45% |
$64.9K - $72.1K
|
3.01K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
127+ 0.62% |
$64.4K - $71.6K
|
20.7K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
127+ 8.16% |
$64.4K - $71.6K
|
1.68K
$995K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
127+ 30.9% |
$64.4K - $71.6K
|
538
$318K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
127+ 10.35% |
$64.4K - $71.6K
|
1.35K
$801K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
126+ 3.34% |
$63.9K - $71K
|
3.89K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
126+ 3.9% |
$63.9K - $71K
|
3.35K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
126+ 2.64% |
$63.9K - $71K
|
4.89K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
125+ 1.41% |
$63.4K - $70.5K
|
8.99K
$5.32M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
125+ 6.06% |
$63.4K - $70.5K
|
2.19K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
124+ 0.87% |
$62.9K - $69.9K
|
14.4K
$8.52M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
124+ 0.32% |
$62.9K - $69.9K
|
38.6K
$22.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
123+ 3.25% |
$62.4K - $69.3K
|
3.91K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
123+ 7.19% |
$62.4K - $69.3K
|
1.83K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
122+ 2.53% |
$61.9K - $68.8K
|
4.95K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
121+ 0.38% |
$61.4K - $68.2K
|
31.9K
$18.8M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
121+ 3.55% |
$61.4K - $68.2K
|
3.53K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
121+ 10.14% |
$61.4K - $68.2K
|
1.31K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
121+ 5.87% |
$61.4K - $68.2K
|
2.18K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
120+ 2.82% |
$60.8K - $67.6K
|
4.37K
$2.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
120+ 6.35% |
$60.8K - $67.6K
|
2.01K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
120+ 14.55% |
$60.8K - $67.6K
|
945
$559K
|