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 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
120+ 6.92% |
$60.8K - $67.6K
|
1.85K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
119+ 850.0% |
$60.3K - $67.1K
|
133
$78.6K
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
118+ 6.9% |
$59.8K - $66.5K
|
1.83K
$1.08M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
116+ 5.86% |
$58.8K - $65.4K
|
2.1K
$1.24M
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
115+ 11.71% |
$58.3K - $64.8K
|
1.1K
$649K
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
114+ 1.74% |
$57.8K - $64.3K
|
6.66K
$3.94M
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
114+ 5.98% |
$57.8K - $64.3K
|
2.02K
$1.19M
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
114+ 5.9% |
$57.8K - $64.3K
|
2.05K
$1.21M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
114+ 0.99% |
$57.8K - $64.3K
|
11.7K
$6.89M
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
113+ 16.62% |
$57.3K - $63.7K
|
793
$469K
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
112+ 26.42% |
$56.8K - $63.1K
|
536
$317K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
112+ 6.76% |
$56.8K - $63.1K
|
1.77K
$1.05M
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
112+ 21.41% |
$56.8K - $63.1K
|
635
$375K
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
111+ 1.37% |
$56.3K - $62.6K
|
8.19K
$4.84M
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
111+ 2.34% |
$56.3K - $62.6K
|
4.85K
$2.87M
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
111+ 16.09% |
$56.3K - $62.6K
|
801
$474K
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
111+ 0.43% |
$56.3K - $62.6K
|
25.7K
$15.2M
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
111+ 1.05% |
$56.3K - $62.6K
|
10.7K
$6.3M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
109+ 0.62% |
$55.3K - $61.4K
|
17.8K
$10.5M
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
108+ 0.14% |
$54.8K - $60.9K
|
75K
$44.3M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
107+ 20.04% |
$54.3K - $60.3K
|
641
$379K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
106+ 18.76% |
$53.7K - $59.7K
|
671
$397K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
106+ 13.45% |
$53.7K - $59.7K
|
894
$529K
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
105+ 8.84% |
$53.2K - $59.2K
|
1.29K
$765K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
105+ 1.29% |
$53.2K - $59.2K
|
8.25K
$4.88M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
104+ 0.43% |
$52.7K - $58.6K
|
24.1K
$14.3M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
103+ 3.14% |
$52.2K - $58.1K
|
3.38K
$2M
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
103+ 10.34% |
$52.2K - $58.1K
|
1.1K
$650K
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
101+ 6.9% |
$51.2K - $56.9K
|
1.57K
$925K
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
101+ 1.44% |
$51.2K - $56.9K
|
7.13K
$4.22M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
101New |
$51.2K - $56.9K
|
101
$59.7K
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
100+ 1.77% |
$50.7K - $56.4K
|
5.75K
$3.4M
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
100+ 4.27% |
$50.7K - $56.4K
|
2.44K
$1.44M
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
100+ 14.75% |
$50.7K - $56.4K
|
778
$460K
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
99+ 23.57% |
$50.2K - $55.8K
|
519
$307K
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
98+ 6.52% |
$49.7K - $55.2K
|
1.6K
$946K
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
98New |
$49.7K - $55.2K
|
98
$57.9K
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
98+ 20.04% |
$49.7K - $55.2K
|
587
$347K
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
97+ 3.51% |
$49.2K - $54.7K
|
2.86K
$1.69M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
97+ 373.08% |
$49.2K - $54.7K
|
123
$72.7K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
96+ 10.42% |
$48.7K - $54.1K
|
1.02K
$601K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
96+ 6.4% |
$48.7K - $54.1K
|
1.6K
$943K
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
95+ 1.5% |
$48.2K - $53.5K
|
6.41K
$3.79M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
94+ 0.18% |
$47.7K - $53K
|
51.2K
$30.2M
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
94+ 2.68% |
$47.7K - $53K
|
3.6K
$2.13M
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
93+ 12.16% |
$47.2K - $52.4K
|
858
$507K
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
92+ 14.51% |
$46.6K - $51.9K
|
726
$429K
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
92+ 2.83% |
$46.6K - $51.9K
|
3.35K
$1.98M
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
92+ 3.13% |
$46.6K - $51.9K
|
3.04K
$1.79M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
92+ 21.35% |
$46.6K - $51.9K
|
523
$309K
|