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 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
24+ 0.7% |
$12.2K - $13.5K
|
3.43K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
24+ 0.11% |
$12.2K - $13.5K
|
21.8K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
23+ 3.39% |
$11.7K - $13K
|
701
$414K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 4.99% |
$11.7K - $13K
|
484
$286K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
$11.7K - $13K
|
23
$13.6K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
23+ 5.85% |
$11.7K - $13K
|
416
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 1.5% |
$10.6K - $11.8K
|
1.42K
$840K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
21+ 1.77% |
$10.6K - $11.8K
|
1.21K
$715K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 7.61% |
$10.6K - $11.8K
|
297
$176K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
21+ 3.98% |
$10.6K - $11.8K
|
548
$324K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
21+ 2.41% |
$10.6K - $11.8K
|
891
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
21+ 11.48% |
$10.6K - $11.8K
|
204
$121K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
20+ 0.82% |
$10.1K - $11.3K
|
2.47K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
20+ 0.95% |
$10.1K - $11.3K
|
2.13K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
20+ 4.43% |
$10.1K - $11.3K
|
471
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
20+ 0.52% |
$10.1K - $11.3K
|
3.84K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 1.08% |
$10.1K - $11.3K
|
1.87K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
20+ 5.13% |
$10.1K - $11.3K
|
410
$242K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20+ 0.77% |
$10.1K - $11.3K
|
2.61K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
20+ 5.36% |
$10.1K - $11.3K
|
393
$232K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
20+ 10.26% |
$10.1K - $11.3K
|
215
$127K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
19+ 1.9% |
$9.63K - $10.7K
|
1.02K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
19+ 0.84% |
$9.63K - $10.7K
|
2.29K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
19+ 2.26% |
$9.63K - $10.7K
|
861
$509K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
19+ 4.1% |
$9.63K - $10.7K
|
482
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.85% |
$9.13K - $10.1K
|
2.12K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
18+ 0.23% |
$9.13K - $10.1K
|
7.83K
$4.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
18+ 2.61% |
$9.13K - $10.1K
|
707
$418K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
18+ 0.22% |
$9.13K - $10.1K
|
8.15K
$4.82M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
18+ 0.2% |
$9.13K - $10.1K
|
9K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
18+ 3.87% |
$9.13K - $10.1K
|
483
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17+ 0.07% |
$8.62K - $9.58K
|
24.2K
$14.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
17+ 2.35% |
$8.62K - $9.58K
|
740
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
17+ 0.68% |
$8.62K - $9.58K
|
2.52K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
17+ 0.34% |
$8.62K - $9.58K
|
4.96K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
17+ 0.48% |
$8.62K - $9.58K
|
3.53K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
17+ 0.29% |
$8.62K - $9.58K
|
5.89K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
16+ 0.36% |
$8.11K - $9.02K
|
4.41K
$2.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16+ 2.41% |
$8.11K - $9.02K
|
680
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
16+ 0.4% |
$8.11K - $9.02K
|
4.04K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16+ 2.4% |
$8.11K - $9.02K
|
684
$404K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16+ 1.46% |
$8.11K - $9.02K
|
1.11K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
16+ 4.15% |
$8.11K - $9.02K
|
402
$238K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16+ 0.02% |
$8.11K - $9.02K
|
77.5K
$45.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
15+ 0.55% |
$7.61K - $8.46K
|
2.74K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
15+ 0.03% |
$7.61K - $8.46K
|
52K
$30.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
15+ 3.9% |
$7.61K - $8.46K
|
400
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
15+ 0.36% |
$7.61K - $8.46K
|
4.17K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
15+ 3.28% |
$7.61K - $8.46K
|
473
$280K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
15+ 1.18% |
$7.61K - $8.46K
|
1.29K
$762K
|