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 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
403+ 25.11% |
$204K - $227K
|
2.01K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
403+ 71.08% |
$204K - $227K
|
970
$561K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
401+ 92.82% |
$203K - $226K
|
833
$481K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
401+ 2.2% |
$203K - $226K
|
18.6K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
399New |
$202K - $225K
|
399
$231K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
399New |
$202K - $225K
|
399
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
398New |
$202K - $224K
|
398
$230K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
396New |
$201K - $223K
|
396
$229K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
394+ 54.5% |
$200K - $222K
|
1.12K
$646K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
393New |
$199K - $222K
|
393
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
392New |
$199K - $221K
|
392
$227K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
390+ 5.04% |
$198K - $220K
|
8.13K
$4.7M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
390+ 2.2% |
$198K - $220K
|
18.1K
$10.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
389+ 9.04% |
$197K - $219K
|
4.69K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
388+ 31.21% |
$197K - $219K
|
1.63K
$943K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
388+ 2.26% |
$197K - $219K
|
17.6K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
387+ 51.53% |
$196K - $218K
|
1.14K
$658K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
387+ 15.97% |
$196K - $218K
|
2.81K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
385+ 5.42% |
$195K - $217K
|
7.49K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
383+ 64.15% |
$194K - $216K
|
980
$566K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
383+ 1.14% |
$194K - $216K
|
33.9K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
383+ 18.95% |
$194K - $216K
|
2.4K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
381+ 12700.0% |
$193K - $215K
|
384
$222K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
381+ 0.23% |
$193K - $215K
|
169K
$97.6M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
380+ 20.65% |
$193K - $214K
|
2.22K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
379New |
$192K - $214K
|
379
$219K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
378+ 19.62% |
$192K - $213K
|
2.31K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
377+ 3.17% |
$191K - $213K
|
12.3K
$7.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
376+ 2.65% |
$191K - $212K
|
14.6K
$8.42M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
370+ 6.27% |
$188K - $209K
|
6.28K
$3.63M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
361+ 11.07% |
$183K - $203K
|
3.62K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
360+ 5.02% |
$183K - $203K
|
7.54K
$4.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
357+ 12.82% |
$181K - $201K
|
3.14K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
357+ 2.96% |
$181K - $201K
|
12.4K
$7.18M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
356+ 11.05% |
$181K - $201K
|
3.58K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
354+ 6.57% |
$179K - $200K
|
5.74K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
353+ 7.66% |
$179K - $199K
|
4.96K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
353+ 1.22% |
$179K - $199K
|
29.2K
$16.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
351+ 46.06% |
$178K - $198K
|
1.11K
$643K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
349+ 5.8% |
$177K - $197K
|
6.37K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
349+ 58.17% |
$177K - $197K
|
949
$549K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
349+ 1.29% |
$177K - $197K
|
27.5K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
348+ 6.17% |
$176K - $196K
|
5.98K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
347+ 5.78% |
$176K - $196K
|
6.35K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
343+ 23.32% |
$174K - $193K
|
1.81K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
338+ 72.07% |
$171K - $191K
|
807
$466K
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
336+ 30.13% |
$170K - $189K
|
1.45K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
334+ 1.6% |
$169K - $188K
|
21.2K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
331+ 17.81% |
$168K - $187K
|
2.19K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
325+ 1.32% |
$165K - $183K
|
24.9K
$14.4M
|