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 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
454+ 70.28% |
$230K - $256K
|
1.1K
$633K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
450+ 3.25% |
$228K - $254K
|
14.3K
$8.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
449+ 2.38% |
$228K - $253K
|
19.3K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
447New |
$227K - $252K
|
447
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
446+ 41.68% |
$226K - $251K
|
1.52K
$872K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
445+ 19.52% |
$226K - $251K
|
2.73K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
444+ 28.43% |
$225K - $250K
|
2.01K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
443New |
$225K - $250K
|
443
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
442+ 68.95% |
$224K - $249K
|
1.08K
$623K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
441New |
$224K - $249K
|
441
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
441New |
$224K - $249K
|
441
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
441New |
$224K - $249K
|
441
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
440New |
$223K - $248K
|
440
$253K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
439+ 23.7% |
$223K - $247K
|
2.29K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
438+ 5.98% |
$222K - $247K
|
7.77K
$4.47M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
438+ 0.18% |
$222K - $247K
|
243K
$140M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
437+ 1.8% |
$222K - $246K
|
24.7K
$14.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
436+ 4.49% |
$221K - $246K
|
10.2K
$5.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
431+ 2.64% |
$219K - $243K
|
16.7K
$9.63M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
431+ 30.12% |
$219K - $243K
|
1.86K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
431New |
$219K - $243K
|
431
$248K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
431+ 21.34% |
$219K - $243K
|
2.45K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
431+ 0.7% |
$219K - $243K
|
62.4K
$35.9M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
430+ 6.53% |
$218K - $242K
|
7.01K
$4.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
429+ 17.28% |
$218K - $242K
|
2.91K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
428+ 9.77% |
$217K - $241K
|
4.81K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
425+ 3.68% |
$215K - $240K
|
12K
$6.9M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
425+ 0.32% |
$215K - $240K
|
132K
$75.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
424+ 6.15% |
$215K - $239K
|
7.31K
$4.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
423+ 2.17% |
$214K - $238K
|
19.9K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
423New |
$214K - $238K
|
423
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
420+ 8.43% |
$213K - $237K
|
5.4K
$3.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
418New |
$212K - $236K
|
418
$240K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
418New |
$212K - $236K
|
418
$240K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
417New |
$211K - $235K
|
417
$240K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
415+ 15.1% |
$210K - $234K
|
3.16K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
413New |
$209K - $233K
|
413
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
412New |
$209K - $232K
|
412
$237K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
412+ 79.23% |
$209K - $232K
|
932
$536K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
412+ 4.12% |
$209K - $232K
|
10.4K
$5.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
410+ 5.65% |
$208K - $231K
|
7.67K
$4.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
410+ 1.53% |
$208K - $231K
|
27.3K
$15.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
409New |
$207K - $231K
|
409
$235K
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
409+ 61.32% |
$207K - $231K
|
1.08K
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
407New |
$206K - $229K
|
407
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
407+ 2.74% |
$206K - $229K
|
15.3K
$8.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
407+ 5.95% |
$206K - $229K
|
7.25K
$4.17M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
407+ 19.67% |
$206K - $229K
|
2.48K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
407+ 21.49% |
$206K - $229K
|
2.3K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
404+ 86.88% |
$205K - $228K
|
869
$500K
|