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 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
65+ 13.4% |
$33K - $36.6K
|
550
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
64+ 0.8% |
$32.5K - $36.1K
|
8.02K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
64+ 6.57% |
$32.5K - $36.1K
|
1.04K
$600K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
64+ 7.14% |
$32.5K - $36.1K
|
960
$555K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
64+ 9.88% |
$32.5K - $36.1K
|
712
$412K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
64+ 1.6% |
$32.5K - $36.1K
|
4.05K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
63+ 0.21% |
$31.9K - $35.5K
|
30.5K
$17.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
63+ 1.32% |
$31.9K - $35.5K
|
4.83K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
63+ 12.55% |
$31.9K - $35.5K
|
565
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
62+ 0.32% |
$31.4K - $34.9K
|
19.6K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62+ 2.22% |
$31.4K - $34.9K
|
2.86K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
62+ 0.47% |
$31.4K - $34.9K
|
13.2K
$7.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
62+ 6.81% |
$31.4K - $34.9K
|
973
$562K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
62+ 15.98% |
$31.4K - $34.9K
|
450
$260K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
62+ 6.62% |
$31.4K - $34.9K
|
999
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
61+ 4.55% |
$30.9K - $34.4K
|
1.4K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
61+ 0.11% |
$30.9K - $34.4K
|
56.2K
$32.5M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
60+ 0.13% |
$30.4K - $33.8K
|
47.8K
$27.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
60+ 15.46% |
$30.4K - $33.8K
|
448
$259K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
60+ 8.44% |
$30.4K - $33.8K
|
771
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60+ 15.23% |
$30.4K - $33.8K
|
454
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
59+ 5.58% |
$29.9K - $33.3K
|
1.12K
$645K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
59+ 1.56% |
$29.9K - $33.3K
|
3.84K
$2.22M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
59+ 0.19% |
$29.9K - $33.3K
|
30.4K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
59+ 6.94% |
$29.9K - $33.3K
|
909
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
56New |
$28.4K - $31.6K
|
56
$32.4K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
56+ 0.3% |
$28.4K - $31.6K
|
18.9K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
56+ 1.33% |
$28.4K - $31.6K
|
4.27K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
55+ 3.41% |
$27.9K - $31K
|
1.67K
$965K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
55+ 1.94% |
$27.9K - $31K
|
2.89K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
55New |
$27.9K - $31K
|
55
$31.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
55+ 1.04% |
$27.9K - $31K
|
5.37K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
55+ 3.56% |
$27.9K - $31K
|
1.6K
$926K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
54+ 2.06% |
$27.4K - $30.4K
|
2.68K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
54+ 0.36% |
$27.4K - $30.4K
|
15.1K
$8.71M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
54+ 3.22% |
$27.4K - $30.4K
|
1.73K
$1M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
53+ 1.24% |
$26.9K - $29.9K
|
4.33K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
53+ 5.84% |
$26.9K - $29.9K
|
960
$555K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
53+ 10.84% |
$26.9K - $29.9K
|
542
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
52+ 8.15% |
$26.4K - $29.3K
|
690
$399K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
52+ 12.35% |
$26.4K - $29.3K
|
473
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
51+ 6.01% |
$25.9K - $28.7K
|
899
$520K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
51+ 9.68% |
$25.9K - $28.7K
|
578
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
51+ 31.68% |
$25.9K - $28.7K
|
212
$123K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
50+ 1.97% |
$25.4K - $28.2K
|
2.59K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 5.85% |
$25.4K - $28.2K
|
904
$523K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 1.39% |
$25.4K - $28.2K
|
3.65K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
50+ 1.21% |
$25.4K - $28.2K
|
4.17K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
50+ 0.91% |
$25.4K - $28.2K
|
5.56K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
50+ 0.54% |
$25.4K - $28.2K
|
9.27K
$5.36M
|