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 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
322+ 4.12% |
$163K - $182K
|
8.13K
$4.7M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
322New |
$163K - $182K
|
322
$186K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
321+ 19.4% |
$163K - $181K
|
1.98K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
319+ 31.12% |
$162K - $180K
|
1.34K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
318+ 30.17% |
$161K - $179K
|
1.37K
$793K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
317+ 3.35% |
$161K - $179K
|
9.78K
$5.65M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
317+ 3.15% |
$161K - $179K
|
10.4K
$6M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
317+ 5.6% |
$161K - $179K
|
5.98K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
316+ 4.43% |
$160K - $178K
|
7.45K
$4.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
315+ 7.51% |
$160K - $178K
|
4.51K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
314+ 14.48% |
$159K - $177K
|
2.48K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
314+ 3.87% |
$159K - $177K
|
8.42K
$4.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
313+ 23.71% |
$159K - $176K
|
1.63K
$944K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
313+ 223.57% |
$159K - $176K
|
453
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
312+ 12.56% |
$158K - $176K
|
2.8K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
310+ 13.07% |
$157K - $175K
|
2.68K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
310+ 1.42% |
$157K - $175K
|
22.2K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
308+ 31.46% |
$156K - $174K
|
1.29K
$744K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
306+ 20.04% |
$155K - $172K
|
1.83K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
306+ 54.16% |
$155K - $172K
|
871
$503K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
306+ 70.02% |
$155K - $172K
|
743
$429K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
305+ 1.55% |
$155K - $172K
|
20K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
304+ 5.78% |
$154K - $171K
|
5.56K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
304+ 36.54% |
$154K - $171K
|
1.14K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
304+ 1.71% |
$154K - $171K
|
18.1K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
301+ 9.91% |
$153K - $170K
|
3.34K
$1.93M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
298+ 1.48% |
$151K - $168K
|
20.5K
$11.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
297+ 6.29% |
$151K - $167K
|
5.02K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
296+ 10.03% |
$150K - $167K
|
3.25K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
296+ 27.23% |
$150K - $167K
|
1.38K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
295+ 18.86% |
$150K - $166K
|
1.86K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
292+ 60.46% |
$148K - $165K
|
775
$448K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
292+ 5.19% |
$148K - $165K
|
5.92K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
289+ 5.74% |
$147K - $163K
|
5.32K
$3.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
288+ 21.8% |
$146K - $162K
|
1.61K
$930K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
288+ 24.24% |
$146K - $162K
|
1.48K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
288+ 10.16% |
$146K - $162K
|
3.12K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
286+ 3.07% |
$145K - $161K
|
9.59K
$5.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
284+ 30.41% |
$144K - $160K
|
1.22K
$704K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
284+ 52.4% |
$144K - $160K
|
826
$477K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
283+ 25.75% |
$143K - $160K
|
1.38K
$799K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
282+ 15.01% |
$143K - $159K
|
2.16K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
281+ 2.33% |
$142K - $158K
|
12.4K
$7.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
278New |
$141K - $157K
|
278
$161K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
278+ 1.09% |
$141K - $157K
|
25.9K
$15M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
271+ 18.08% |
$137K - $153K
|
1.77K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
269+ 17.8% |
$136K - $152K
|
1.78K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
266+ 39.64% |
$135K - $150K
|
937
$542K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
265+ 1.74% |
$134K - $149K
|
15.5K
$8.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
264+ 12.49% |
$134K - $149K
|
2.38K
$1.37M
|