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 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.5K+ 10.1% |
$1.77M - $1.97M
|
38.1K
$21.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.49K+ 476.67% |
$1.77M - $1.97M
|
4.23K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.47K+ 164.18% |
$1.76M - $1.96M
|
5.59K
$3.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.47K+ 33.43% |
$1.76M - $1.95M
|
13.8K
$7.96M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3.46K+ 18.79% |
$1.76M - $1.95M
|
21.9K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.44K+ 5.01% |
$1.75M - $1.94M
|
72.2K
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.42K+ 24.35% |
$1.74M - $1.93M
|
17.5K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
3.4K+ 0.93% |
$1.72M - $1.91M
|
368K
$211M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.39K+ 0.97% |
$1.72M - $1.91M
|
353K
$203M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.34K+ 73.77% |
$1.69M - $1.88M
|
7.86K
$4.52M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.33K+ 3.4% |
$1.69M - $1.88M
|
101K
$58.3M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
3.33KNew |
$1.69M - $1.88M
|
3.33K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
3.33K+ 88.16% |
$1.69M - $1.88M
|
7.11K
$4.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.33K+ 19.38% |
$1.69M - $1.87M
|
20.5K
$11.8M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.3K+ 8.57% |
$1.67M - $1.86M
|
41.8K
$24M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.29K+ 3.21% |
$1.67M - $1.85M
|
106K
$60.8M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.27K+ 39.02% |
$1.66M - $1.84M
|
11.7K
$6.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.26K+ 7.1% |
$1.65M - $1.84M
|
49.2K
$28.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.26K+ 54.95% |
$1.65M - $1.84M
|
9.19K
$5.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.22K+ 15.82% |
$1.63M - $1.82M
|
23.6K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.2K+ 5.02% |
$1.62M - $1.8M
|
66.9K
$38.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.2K+ 60.31% |
$1.62M - $1.8M
|
8.5K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.18K+ 69.3% |
$1.61M - $1.79M
|
7.77K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.17K+ 499.06% |
$1.61M - $1.79M
|
3.8K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.16K+ 38.11% |
$1.6M - $1.78M
|
11.4K
$6.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.12K+ 4.36% |
$1.58M - $1.76M
|
74.8K
$43M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.11K+ 3.73% |
$1.58M - $1.75M
|
86.4K
$49.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.1K+ 11.69% |
$1.57M - $1.75M
|
29.6K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.1KNew |
$1.57M - $1.75M
|
3.1K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3.09K+ 5.79% |
$1.57M - $1.74M
|
56.5K
$32.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.09K+ 71.69% |
$1.57M - $1.74M
|
7.4K
$4.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.07K+ 1.3% |
$1.56M - $1.73M
|
239K
$137M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
3.05K+ 7.94% |
$1.55M - $1.72M
|
41.5K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.05K+ 14.72% |
$1.55M - $1.72M
|
23.8K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.03K+ 16.93% |
$1.54M - $1.71M
|
20.9K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.02K+ 2.16% |
$1.53M - $1.7M
|
143K
$82.3M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.99K+ 8.32% |
$1.52M - $1.69M
|
38.9K
$22.4M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.99K+ 9.27% |
$1.52M - $1.69M
|
35.2K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
2.98K+ 3.46% |
$1.51M - $1.68M
|
89.3K
$51.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.98K+ 16.36% |
$1.51M - $1.68M
|
21.2K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.98K+ 277.3% |
$1.51M - $1.68M
|
4.06K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.96K+ 161.56% |
$1.5M - $1.67M
|
4.8K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.96K+ 111.31% |
$1.5M - $1.67M
|
5.63K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.93K+ 1702.91% |
$1.49M - $1.65M
|
3.1K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.92K+ 28.59% |
$1.48M - $1.65M
|
13.1K
$7.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
2.91K+ 711.25% |
$1.48M - $1.64M
|
3.32K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.9KNew |
$1.47M - $1.63M
|
2.9K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.87K+ 7.8% |
$1.46M - $1.62M
|
39.7K
$22.8M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.86KNew |
$1.45M - $1.61M
|
2.86K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
2.85K+ 12.57% |
$1.45M - $1.61M
|
25.6K
$14.7M
|