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 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
50+ 3.49% |
$25.4K - $28.2K
|
1.48K
$858K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
49+ 1.8% |
$24.8K - $27.6K
|
2.77K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
49+ 3.47% |
$24.8K - $27.6K
|
1.46K
$844K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
49+ 1.84% |
$24.8K - $27.6K
|
2.71K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
49+ 9.12% |
$24.8K - $27.6K
|
586
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
48+ 5.18% |
$24.3K - $27.1K
|
974
$563K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
48+ 1.32% |
$24.3K - $27.1K
|
3.67K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
48+ 29.45% |
$24.3K - $27.1K
|
211
$122K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
47+ 10.06% |
$23.8K - $26.5K
|
514
$297K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
47+ 1.21% |
$23.8K - $26.5K
|
3.93K
$2.27M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
47+ 3.13% |
$23.8K - $26.5K
|
1.55K
$896K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
46+ 2.76% |
$23.3K - $25.9K
|
1.71K
$989K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
46+ 3.93% |
$23.3K - $25.9K
|
1.22K
$703K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
45+ 7.43% |
$22.8K - $25.4K
|
651
$376K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
45+ 2.07% |
$22.8K - $25.4K
|
2.22K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
45+ 1.69% |
$22.8K - $25.4K
|
2.71K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
45+ 2.89% |
$22.8K - $25.4K
|
1.6K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
45+ 1.35% |
$22.8K - $25.4K
|
3.38K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
44+ 10.84% |
$22.3K - $24.8K
|
450
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
44+ 2.99% |
$22.3K - $24.8K
|
1.51K
$875K
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
44+ 2.94% |
$22.3K - $24.8K
|
1.54K
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
43+ 2.33% |
$21.8K - $24.2K
|
1.89K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
43+ 0.33% |
$21.8K - $24.2K
|
13.2K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
43+ 10.07% |
$21.8K - $24.2K
|
470
$272K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
42+ 7.54% |
$21.3K - $23.7K
|
599
$346K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
42New |
$21.3K - $23.7K
|
42
$24.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
41+ 1.18% |
$20.8K - $23.1K
|
3.51K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
41+ 1.19% |
$20.8K - $23.1K
|
3.48K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
41+ 0.1% |
$20.8K - $23.1K
|
40.9K
$23.7M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
41+ 1.72% |
$20.8K - $23.1K
|
2.42K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
41+ 1.94% |
$20.8K - $23.1K
|
2.16K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
41+ 83.67% |
$20.8K - $23.1K
|
90
$52K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
40+ 1.36% |
$20.3K - $22.5K
|
2.98K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
40New |
$20.3K - $22.5K
|
40
$23.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
39+ 0.45% |
$19.8K - $22K
|
8.73K
$5.05M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
39+ 4.9% |
$19.8K - $22K
|
835
$483K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
39+ 0.14% |
$19.8K - $22K
|
27.4K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
39+ 0.37% |
$19.8K - $22K
|
10.5K
$6.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
38+ 9.57% |
$19.3K - $21.4K
|
435
$251K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
38+ 10.53% |
$19.3K - $21.4K
|
399
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
37+ 2.23% |
$18.8K - $20.9K
|
1.7K
$982K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
37+ 6.21% |
$18.8K - $20.9K
|
633
$366K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
37+ 0.21% |
$18.8K - $20.9K
|
18K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
37+ 3.55% |
$18.8K - $20.9K
|
1.08K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
36+ 7.2% |
$18.3K - $20.3K
|
536
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
35+ 0.06% |
$17.7K - $19.7K
|
56.5K
$32.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35+ 2.42% |
$17.7K - $19.7K
|
1.48K
$855K
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
35+ 5.56% |
$17.7K - $19.7K
|
665
$384K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
34+ 1.47% |
$17.2K - $19.2K
|
2.35K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
34+ 1.02% |
$17.2K - $19.2K
|
3.37K
$1.95M
|