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
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.08K+ 180.07% |
$545K - $606K
|
1.67K
$962K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.06KNew |
$540K - $600K
|
1.06K
$612K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.05K+ 6.46% |
$532K - $592K
|
17.3K
$9.95M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.04K+ 8.47% |
$527K - $586K
|
13.3K
$7.66M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.04K+ 22.1% |
$525K - $583K
|
5.72K
$3.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 8.35% |
$522K - $580K
|
13.4K
$7.68M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.03K+ 80.45% |
$522K - $580K
|
2.31K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
1.03K+ 1.32% |
$520K - $578K
|
78.7K
$45.3M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.03K+ 44.82% |
$520K - $578K
|
3.32K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.02K+ 13.05% |
$517K - $575K
|
8.84K
$5.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02K+ 1.63% |
$516K - $574K
|
63.3K
$36.4M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.01K+ 704.17% |
$514K - $572K
|
1.16K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.01K+ 17.68% |
$513K - $570K
|
6.73K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.01KNew |
$512K - $569K
|
1.01K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
996New |
$505K - $561K
|
996
$573K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
994+ 60.35% |
$504K - $560K
|
2.64K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
991+ 1.3% |
$502K - $559K
|
77.4K
$44.5M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
987+ 1.29% |
$500K - $556K
|
77.5K
$44.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
984+ 6.19% |
$499K - $555K
|
16.9K
$9.71M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
984+ 11.21% |
$499K - $555K
|
9.77K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
955+ 12.71% |
$484K - $538K
|
8.47K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
955+ 36.84% |
$484K - $538K
|
3.55K
$2.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
953+ 4.72% |
$483K - $537K
|
21.1K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
952+ 7.02% |
$483K - $537K
|
14.5K
$8.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
951+ 3.87% |
$482K - $536K
|
25.5K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
938+ 1.17% |
$476K - $529K
|
81.2K
$46.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
937+ 1.21% |
$475K - $528K
|
78.4K
$45.1M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
934+ 8.56% |
$474K - $526K
|
11.8K
$6.81M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
934+ 1.41% |
$474K - $526K
|
67.3K
$38.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
933+ 11.09% |
$473K - $526K
|
9.35K
$5.38M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
932+ 2.87% |
$473K - $525K
|
33.4K
$19.2M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
926+ 0.73% |
$470K - $522K
|
128K
$73.4M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
920+ 0.63% |
$466K - $519K
|
147K
$84.5M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
919+ 2.03% |
$466K - $518K
|
46.2K
$26.6M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
915New |
$464K - $516K
|
915
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
914New |
$463K - $515K
|
914
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
909+ 5.04% |
$461K - $512K
|
18.9K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
908New |
$460K - $512K
|
908
$522K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
903+ 2.07% |
$458K - $509K
|
44.4K
$25.6M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
900+ 15.37% |
$456K - $507K
|
6.76K
$3.89M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
900+ 102.51% |
$456K - $507K
|
1.78K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
900+ 47.49% |
$456K - $507K
|
2.8K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
896+ 18.69% |
$454K - $505K
|
5.69K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
895New |
$454K - $504K
|
895
$515K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
893+ 224.37% |
$453K - $503K
|
1.29K
$743K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
890New |
$451K - $502K
|
890
$512K
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
889+ 7.65% |
$451K - $501K
|
12.5K
$7.2M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
887+ 4.03% |
$450K - $500K
|
22.9K
$13.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
885+ 34.0% |
$449K - $499K
|
3.49K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
883+ 23.38% |
$448K - $498K
|
4.66K
$2.68M
|