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
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
15+ 0.63% |
$7.61K - $8.46K
|
2.4K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
14+ 0.48% |
$7.1K - $7.89K
|
2.96K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 0.42% |
$7.1K - $7.89K
|
3.38K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
14+ 0.69% |
$7.1K - $7.89K
|
2.03K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
13+ 0.54% |
$6.59K - $7.33K
|
2.41K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
13+ 0.29% |
$6.59K - $7.33K
|
4.48K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
13+ 0.12% |
$6.59K - $7.33K
|
10.6K
$6.29M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
13+ 0.77% |
$6.59K - $7.33K
|
1.7K
$1M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
13+ 3.17% |
$6.59K - $7.33K
|
423
$250K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
13+ 2.59% |
$6.59K - $7.33K
|
515
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
12+ 0.36% |
$6.08K - $6.76K
|
3.34K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
12+ 2.02% |
$6.08K - $6.76K
|
606
$358K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
12+ 9.52% |
$6.08K - $6.76K
|
138
$81.6K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
12+ 0.34% |
$6.08K - $6.76K
|
3.54K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$6.08K - $6.76K
|
4.77K
$2.82M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
12+ 2.58% |
$6.08K - $6.76K
|
478
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
11+ 0.37% |
$5.58K - $6.2K
|
2.95K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11+ 0.53% |
$5.58K - $6.2K
|
2.07K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
11+ 0.92% |
$5.58K - $6.2K
|
1.21K
$713K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.48% |
$5.58K - $6.2K
|
2.29K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
11+ 2.35% |
$5.58K - $6.2K
|
479
$283K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
11+ 0.38% |
$5.58K - $6.2K
|
2.91K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
11+ 1.19% |
$5.58K - $6.2K
|
937
$554K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
11+ 0.14% |
$5.58K - $6.2K
|
8.07K
$4.77M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10+ 0.08% |
$5.07K - $5.64K
|
12.3K
$7.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10+ 0.06% |
$5.07K - $5.64K
|
16.1K
$9.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
10+ 0.57% |
$5.07K - $5.64K
|
1.78K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 1.58% |
$5.07K - $5.64K
|
641
$379K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
10+ 3.52% |
$5.07K - $5.64K
|
294
$174K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.58% |
$5.07K - $5.64K
|
1.73K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10+ 0.62% |
$5.07K - $5.64K
|
1.63K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
10+ 1.2% |
$5.07K - $5.64K
|
843
$498K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
10+ 0.24% |
$5.07K - $5.64K
|
4.18K
$2.47M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
10+ 1.23% |
$5.07K - $5.64K
|
822
$486K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9+ 3.86% |
$4.56K - $5.07K
|
242
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9+ 1.47% |
$4.56K - $5.07K
|
623
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
9+ 1.14% |
$4.56K - $5.07K
|
798
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
9+ 0.92% |
$4.56K - $5.07K
|
991
$586K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
9+ 0.53% |
$4.56K - $5.07K
|
1.7K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9+ 0.32% |
$4.56K - $5.07K
|
2.86K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
9+ 1.18% |
$4.56K - $5.07K
|
772
$456K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9New |
$4.56K - $5.07K
|
9
$5.32K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9+ 0.37% |
$4.56K - $5.07K
|
2.44K
$1.44M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
9+ 7.26% |
$4.56K - $5.07K
|
133
$78.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
8+ 1.23% |
$4.06K - $4.51K
|
656
$388K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
8New |
$4.06K - $4.51K
|
8
$4.73K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
8+ 0.41% |
$4.06K - $4.51K
|
1.95K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
8+ 1.51% |
$4.06K - $4.51K
|
538
$318K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
8+ 0.6% |
$4.06K - $4.51K
|
1.35K
$796K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
8+ 0.26% |
$4.06K - $4.51K
|
3.06K
$1.81M
|