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 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.85K+ 2.52% |
$936K - $1.04M
|
75.2K
$43.3M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.84K+ 255.4% |
$935K - $1.04M
|
2.57K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
1.84K+ 14.69% |
$933K - $1.04M
|
14.4K
$8.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.83K+ 2.56% |
$929K - $1.03M
|
73.3K
$42.1M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.83K+ 1989.13% |
$928K - $1.03M
|
1.92K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.83KNew |
$926K - $1.03M
|
1.83K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.82K+ 6.16% |
$923K - $1.03M
|
31.4K
$18M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.81K+ 11.72% |
$918K - $1.02M
|
17.3K
$9.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.81K+ 99.94% |
$918K - $1.02M
|
3.62K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.81KNew |
$917K - $1.02M
|
1.81K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.79K+ 86.77% |
$908K - $1.01M
|
3.86K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.77K+ 10.82% |
$900K - $1M
|
18.2K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
1.76K+ 1.01% |
$891K - $990K
|
176K
$101M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.75K+ 1.85% |
$889K - $989K
|
96.8K
$55.7M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.75K+ 9.82% |
$889K - $988K
|
19.6K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.75K+ 5.98% |
$887K - $986K
|
31K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.74K+ 23.96% |
$884K - $983K
|
9.02K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.74KNew |
$883K - $982K
|
1.74K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.74K+ 1.27% |
$883K - $981K
|
138K
$79.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.74K+ 138.55% |
$880K - $979K
|
2.99K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.73K+ 14.64% |
$878K - $976K
|
13.6K
$7.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.7K+ 9.63% |
$863K - $959K
|
19.4K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.69K+ 1.78% |
$857K - $953K
|
96.7K
$55.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.68KNew |
$853K - $949K
|
1.68K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.67KNew |
$847K - $941K
|
1.67K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.67K+ 11.18% |
$845K - $940K
|
16.6K
$9.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.66K+ 4.8% |
$840K - $933K
|
36.2K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.64K+ 11.08% |
$829K - $922K
|
16.4K
$9.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.63K+ 15.72% |
$824K - $916K
|
12K
$6.88M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.62K+ 47.08% |
$822K - $914K
|
5.07K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.62K+ 0.19% |
$822K - $914K
|
851K
$490M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
1.61KNew |
$817K - $908K
|
1.61K
$927K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.6K+ 14.15% |
$810K - $901K
|
12.9K
$7.41M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.58K+ 1.62% |
$801K - $890K
|
99.2K
$57.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.58K+ 25.48% |
$799K - $888K
|
7.76K
$4.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.58K+ 151.44% |
$799K - $888K
|
2.62K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.57KNew |
$794K - $882K
|
1.57K
$900K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 130.87% |
$789K - $877K
|
2.75K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.55K+ 80.32% |
$784K - $872K
|
3.47K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.55K+ 4.8% |
$783K - $871K
|
33.8K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.54K+ 32.08% |
$782K - $870K
|
6.35K
$3.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.54KNew |
$779K - $866K
|
1.54K
$884K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.53K+ 61.57% |
$777K - $864K
|
4.02K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.53K+ 3.46% |
$777K - $864K
|
45.8K
$26.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.53K+ 45.69% |
$776K - $862K
|
4.88K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.52K+ 47.79% |
$771K - $857K
|
4.7K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.52K+ 10.45% |
$771K - $857K
|
16.1K
$9.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 15.38% |
$765K - $851K
|
11.3K
$6.51M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.51KNew |
$765K - $851K
|
1.51K
$868K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.51K+ 24.62% |
$764K - $849K
|
7.63K
$4.39M
|