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 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.85K+ 6.36% |
$1.45M - $1.61M
|
47.7K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.83K+ 4.84% |
$1.43M - $1.59M
|
61.3K
$35.3M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.82K+ 113.46% |
$1.43M - $1.59M
|
5.31K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.82K+ 1.37% |
$1.43M - $1.59M
|
209K
$120M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.77K+ 6.71% |
$1.41M - $1.56M
|
44.1K
$25.4M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2.75KNew |
$1.39M - $1.55M
|
2.75K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.74K+ 1.45% |
$1.39M - $1.55M
|
192K
$110M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 18.14% |
$1.38M - $1.54M
|
17.7K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.71K+ 7.78% |
$1.37M - $1.53M
|
37.5K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.71K+ 3.67% |
$1.37M - $1.53M
|
76.5K
$44M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.7K+ 5.0% |
$1.37M - $1.52M
|
56.6K
$32.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.67K+ 1.72% |
$1.35M - $1.5M
|
157K
$90.4M
|
|
|
May 13, 2025
Q1 2025
|
Call To Action Foundation
Salt Lake City, UT |
BUY
|
- |
2.64K+ 0.29% |
$1.34M - $1.49M
|
908K
$523M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.64K+ 1.76% |
$1.34M - $1.49M
|
152K
$87.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.62K+ 14.5% |
$1.33M - $1.48M
|
20.7K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.62KNew |
$1.33M - $1.48M
|
2.62K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.59K+ 3.97% |
$1.31M - $1.46M
|
67.8K
$39M
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
2.59K+ 5.92% |
$1.31M - $1.46M
|
46.2K
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
2.58K+ 2.3% |
$1.31M - $1.46M
|
115K
$66.1M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.58K+ 157.19% |
$1.31M - $1.45M
|
4.22K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.58K+ 1.33% |
$1.31M - $1.45M
|
196K
$113M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.56K+ 3.38% |
$1.3M - $1.44M
|
78.5K
$45.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.54K+ 6.85% |
$1.29M - $1.43M
|
39.6K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.51K+ 3.17% |
$1.27M - $1.42M
|
81.9K
$47.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.51K+ 27.76% |
$1.27M - $1.42M
|
11.6K
$6.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
2.5K+ 5.55% |
$1.27M - $1.41M
|
47.6K
$27.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.5K+ 21.92% |
$1.27M - $1.41M
|
13.9K
$7.99M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.47KNew |
$1.25M - $1.39M
|
2.47K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.46K+ 10.38% |
$1.25M - $1.39M
|
26.1K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.46K+ 22.74% |
$1.24M - $1.38M
|
13.3K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.45K+ 50.25% |
$1.24M - $1.38M
|
7.34K
$4.22M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.45K+ 37.02% |
$1.24M - $1.38M
|
9.07K
$5.21M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.44K+ 12.0% |
$1.24M - $1.37M
|
22.8K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.42K+ 200.17% |
$1.23M - $1.37M
|
3.64K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.41K+ 0.63% |
$1.22M - $1.36M
|
385K
$222M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.41K+ 4.3% |
$1.22M - $1.36M
|
58.4K
$33.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.41KNew |
$1.22M - $1.36M
|
2.41K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.41K+ 4.24% |
$1.22M - $1.36M
|
59.2K
$34M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.4KNew |
$1.22M - $1.35M
|
2.4K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.38K+ 0.87% |
$1.21M - $1.34M
|
276K
$159M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.34K+ 2.57% |
$1.18M - $1.32M
|
93.2K
$53.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.33K+ 7.77% |
$1.18M - $1.31M
|
32.3K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
2.32K+ 15.22% |
$1.17M - $1.31M
|
17.5K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.31K+ 14.0% |
$1.17M - $1.3M
|
18.8K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.3K+ 260.52% |
$1.17M - $1.3M
|
3.19K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.29K+ 15.03% |
$1.16M - $1.29M
|
17.5K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.28K+ 2.96% |
$1.16M - $1.29M
|
79.5K
$45.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.28K+ 11.32% |
$1.16M - $1.28M
|
22.4K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.28K+ 1.6% |
$1.16M - $1.28M
|
144K
$83.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.27K+ 6.0% |
$1.15M - $1.28M
|
40.1K
$23.1M
|