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 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.37K+ 15.34% |
$2.22M - $2.46M
|
32.9K
$19.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.36K+ 63.72% |
$2.21M - $2.46M
|
11.2K
$6.63M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.36K+ 47.98% |
$2.21M - $2.46M
|
13.4K
$7.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
4.33K+ 6.32% |
$2.19M - $2.44M
|
72.8K
$43M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.32K+ 5.23% |
$2.19M - $2.43M
|
87K
$51.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
4.29K+ 9.01% |
$2.18M - $2.42M
|
51.9K
$30.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4.26K+ 4.83% |
$2.16M - $2.4M
|
92.5K
$54.7M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.23K+ 176.42% |
$2.14M - $2.38M
|
6.62K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
4.21K+ 14.54% |
$2.14M - $2.38M
|
33.2K
$19.6M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
4.19K+ 3.29% |
$2.13M - $2.36M
|
132K
$77.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.18K+ 3.48% |
$2.12M - $2.36M
|
124K
$73.5M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.17K+ 15.54% |
$2.12M - $2.35M
|
31K
$18.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
4.15K+ 6.56% |
$2.1M - $2.34M
|
67.4K
$39.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.15K+ 45.79% |
$2.1M - $2.34M
|
13.2K
$7.81M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
4.14K+ 43.48% |
$2.1M - $2.33M
|
13.7K
$8.08M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.1K+ 2.84% |
$2.08M - $2.31M
|
149K
$87.9M
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
4.08K+ 4.23% |
$2.07M - $2.3M
|
101K
$59.4M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.07K+ 5.59% |
$2.06M - $2.29M
|
76.8K
$45.4M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.04K+ 112.74% |
$2.05M - $2.28M
|
7.63K
$4.51M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.04K+ 50.49% |
$2.05M - $2.28M
|
12K
$7.12M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.04K+ 2.21% |
$2.05M - $2.28M
|
187K
$111M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.04K+ 4.17% |
$2.05M - $2.28M
|
101K
$59.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.03K+ 80.66% |
$2.05M - $2.27M
|
9.04K
$5.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4K+ 33.39% |
$2.03M - $2.25M
|
16K
$9.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4K+ 7.96% |
$2.03M - $2.25M
|
54.3K
$32.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 33.32% |
$2.02M - $2.25M
|
15.9K
$9.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
3.98KNew |
$2.02M - $2.25M
|
3.98K
$2.36M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.96K+ 68.2% |
$2.01M - $2.23M
|
9.78K
$5.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.95KNew |
$2M - $2.23M
|
3.95K
$2.34M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.95K+ 5726.09% |
$2M - $2.23M
|
4.02K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.93K+ 25.35% |
$1.99M - $2.22M
|
19.4K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.92K+ 19.08% |
$1.99M - $2.21M
|
24.5K
$14.5M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
BUY
|
- |
3.92K+ 147.7% |
$1.99M - $2.21M
|
6.57K
$3.88M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
3.91K+ 1.61% |
$1.98M - $2.2M
|
246K
$145M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
3.88K+ 11.84% |
$1.97M - $2.19M
|
36.6K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.85K+ 11.95% |
$1.95M - $2.17M
|
36K
$21.3M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.83K+ 424.03% |
$1.94M - $2.16M
|
4.73K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
3.82KNew |
$1.94M - $2.15M
|
3.82K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.8K+ 56.06% |
$1.93M - $2.14M
|
10.6K
$6.26M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.79K+ 2.92% |
$1.92M - $2.14M
|
133K
$78.9M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.79K+ 5.8% |
$1.92M - $2.13M
|
69.1K
$40.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.78K+ 2.49% |
$1.92M - $2.13M
|
155K
$91.9M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
3.76K+ 13.58% |
$1.91M - $2.12M
|
31.5K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3.74K+ 649.57% |
$1.89M - $2.11M
|
4.31K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.67K+ 1.24% |
$1.86M - $2.07M
|
300K
$178M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.64K+ 78.27% |
$1.85M - $2.05M
|
8.3K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.62K+ 8.11% |
$1.84M - $2.04M
|
48.3K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.61K+ 104.73% |
$1.83M - $2.04M
|
7.06K
$4.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
3.58K+ 34.56% |
$1.81M - $2.02M
|
13.9K
$8.24M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.56K+ 2.55% |
$1.8M - $2.01M
|
143K
$84.6M
|