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 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
264+ 2.33% |
$134K - $149K
|
11.6K
$6.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
261+ 2.13% |
$132K - $147K
|
12.5K
$7.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
259+ 4.19% |
$131K - $146K
|
6.44K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
259+ 5.29% |
$131K - $146K
|
5.15K
$2.98M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
258+ 2.07% |
$131K - $145K
|
12.7K
$7.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
257+ 2.73% |
$130K - $145K
|
9.66K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
256+ 8.63% |
$130K - $144K
|
3.22K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
255+ 22.59% |
$129K - $144K
|
1.38K
$800K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
254+ 3.49% |
$129K - $143K
|
7.53K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
254New |
$129K - $143K
|
254
$147K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
254+ 33.16% |
$129K - $143K
|
1.02K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
253+ 21.53% |
$128K - $143K
|
1.43K
$825K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
252+ 4.9% |
$128K - $142K
|
5.4K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
BUY
|
- |
252+ 4.02% |
$128K - $142K
|
6.52K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
251+ 8.3% |
$127K - $141K
|
3.27K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
248+ 65.44% |
$126K - $140K
|
627
$362K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
248+ 3.58% |
$126K - $140K
|
7.18K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
247+ 11.68% |
$125K - $139K
|
2.36K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
247+ 52.0% |
$125K - $139K
|
722
$417K
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
247+ 20.51% |
$125K - $139K
|
1.45K
$839K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
247+ 3.72% |
$125K - $139K
|
6.89K
$3.98M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
246+ 0.2% |
$125K - $139K
|
121K
$69.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
244+ 0.42% |
$124K - $138K
|
58.8K
$34M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
243+ 15.08% |
$123K - $137K
|
1.85K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
241+ 3.69% |
$122K - $136K
|
6.78K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
241+ 2.28% |
$122K - $136K
|
10.8K
$6.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
238+ 2.34% |
$121K - $134K
|
10.4K
$6.01M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
238+ 26.3% |
$121K - $134K
|
1.14K
$661K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
238+ 9.32% |
$121K - $134K
|
2.79K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
236+ 3.56% |
$120K - $133K
|
6.86K
$3.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
236+ 4.81% |
$120K - $133K
|
5.14K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
234+ 0.36% |
$119K - $132K
|
65.5K
$37.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
233+ 2.75% |
$118K - $131K
|
8.69K
$5.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
232+ 51.79% |
$118K - $131K
|
680
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
231+ 15.31% |
$117K - $130K
|
1.74K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
228+ 60.8% |
$116K - $129K
|
603
$349K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
228+ 221.36% |
$116K - $129K
|
331
$191K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
228+ 8.73% |
$116K - $129K
|
2.84K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
227+ 14.43% |
$115K - $128K
|
1.8K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
227+ 72.99% |
$115K - $128K
|
538
$311K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
227+ 4.8% |
$115K - $128K
|
4.96K
$2.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
226+ 3.56% |
$115K - $127K
|
6.57K
$3.8M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
225+ 3.61% |
$114K - $127K
|
6.45K
$3.73M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
225+ 17.27% |
$114K - $127K
|
1.53K
$883K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
224+ 24.51% |
$114K - $126K
|
1.14K
$658K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
223+ 2.0% |
$113K - $126K
|
11.4K
$6.58M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
221+ 32.22% |
$112K - $125K
|
907
$524K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
219+ 0.1% |
$111K - $123K
|
221K
$128M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
219+ 3.03% |
$111K - $123K
|
7.45K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
219+ 1.4% |
$111K - $123K
|
15.9K
$9.19M
|