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 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
34+ 3.65% |
$17.2K - $19.2K
|
966
$558K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
33+ 5.97% |
$16.7K - $18.6K
|
586
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
33+ 4.79% |
$16.7K - $18.6K
|
722
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
33+ 4.62% |
$16.7K - $18.6K
|
748
$432K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
33+ 3.45% |
$16.7K - $18.6K
|
989
$572K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
33+ 1.18% |
$16.7K - $18.6K
|
2.83K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.62% |
$16.2K - $18K
|
5.17K
$2.99M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
32+ 0.53% |
$16.2K - $18K
|
6.13K
$3.54M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
32+ 4.46% |
$16.2K - $18K
|
750
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
31+ 0.78% |
$15.7K - $17.5K
|
3.99K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
31+ 2.92% |
$15.7K - $17.5K
|
1.09K
$631K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
31+ 2.47% |
$15.7K - $17.5K
|
1.29K
$743K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
30+ 0.27% |
$15.2K - $16.9K
|
11.1K
$6.44M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
30+ 6.74% |
$15.2K - $16.9K
|
475
$275K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
30+ 0.32% |
$15.2K - $16.9K
|
9.28K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.19% |
$15.2K - $16.9K
|
15.6K
$9.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
29+ 0.7% |
$14.7K - $16.3K
|
4.19K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
29+ 6.18% |
$14.7K - $16.3K
|
498
$288K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
29+ 0.69% |
$14.7K - $16.3K
|
4.25K
$2.46M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
28+ 7.55% |
$14.2K - $15.8K
|
399
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
28+ 6.5% |
$14.2K - $15.8K
|
459
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
28+ 0.45% |
$14.2K - $15.8K
|
6.32K
$3.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
28+ 2.59% |
$14.2K - $15.8K
|
1.11K
$642K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
28+ 0.08% |
$14.2K - $15.8K
|
33.7K
$19.5M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
28+ 0.89% |
$14.2K - $15.8K
|
3.18K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
28+ 2.19% |
$14.2K - $15.8K
|
1.31K
$757K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
28+ 2.52% |
$14.2K - $15.8K
|
1.14K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
28+ 1.46% |
$14.2K - $15.8K
|
1.95K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
27+ 5.24% |
$13.7K - $15.2K
|
542
$313K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
27+ 2.09% |
$13.7K - $15.2K
|
1.32K
$764K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
27+ 1.54% |
$13.7K - $15.2K
|
1.78K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
27+ 0.09% |
$13.7K - $15.2K
|
29.4K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
26+ 3.31% |
$13.2K - $14.7K
|
812
$469K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.19% |
$13.2K - $14.7K
|
2.22K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
26+ 0.09% |
$13.2K - $14.7K
|
29K
$16.7M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 3.93% |
$13.2K - $14.7K
|
688
$398K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
26+ 0.81% |
$13.2K - $14.7K
|
3.25K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
26+ 1.02% |
$13.2K - $14.7K
|
2.58K
$1.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
25+ 4.22% |
$12.7K - $14.1K
|
618
$357K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
25+ 3.64% |
$12.7K - $14.1K
|
712
$412K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
25+ 6.94% |
$12.7K - $14.1K
|
385
$223K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
25+ 0.09% |
$12.7K - $14.1K
|
29.3K
$16.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
24+ 0.7% |
$12.2K - $13.5K
|
3.43K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
24+ 0.11% |
$12.2K - $13.5K
|
21.8K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
23+ 3.39% |
$11.7K - $13K
|
701
$405K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 4.99% |
$11.7K - $13K
|
484
$280K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
$11.7K - $13K
|
23
$13.3K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
23+ 5.85% |
$11.7K - $13K
|
416
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 1.5% |
$10.6K - $11.8K
|
1.42K
$821K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
21+ 1.77% |
$10.6K - $11.8K
|
1.21K
$699K
|