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 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 7.61% |
$10.6K - $11.8K
|
297
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
21+ 3.98% |
$10.6K - $11.8K
|
548
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
21+ 2.41% |
$10.6K - $11.8K
|
891
$515K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
21+ 11.48% |
$10.6K - $11.8K
|
204
$118K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
20+ 0.82% |
$10.1K - $11.3K
|
2.47K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
20+ 0.95% |
$10.1K - $11.3K
|
2.13K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
20+ 4.43% |
$10.1K - $11.3K
|
471
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
20+ 0.52% |
$10.1K - $11.3K
|
3.84K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 1.08% |
$10.1K - $11.3K
|
1.87K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
20+ 5.13% |
$10.1K - $11.3K
|
410
$237K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20+ 0.77% |
$10.1K - $11.3K
|
2.61K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
20+ 5.36% |
$10.1K - $11.3K
|
393
$227K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
20+ 10.26% |
$10.1K - $11.3K
|
215
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
19+ 1.9% |
$9.63K - $10.7K
|
1.02K
$588K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
19+ 0.84% |
$9.63K - $10.7K
|
2.29K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
19+ 2.26% |
$9.63K - $10.7K
|
861
$498K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
19+ 4.1% |
$9.63K - $10.7K
|
482
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.85% |
$9.13K - $10.1K
|
2.12K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
18+ 0.23% |
$9.13K - $10.1K
|
7.83K
$4.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
18+ 2.61% |
$9.13K - $10.1K
|
707
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
18+ 0.22% |
$9.13K - $10.1K
|
8.15K
$4.71M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
18+ 0.2% |
$9.13K - $10.1K
|
9K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
18+ 3.87% |
$9.13K - $10.1K
|
483
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17+ 0.07% |
$8.62K - $9.58K
|
24.2K
$14M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
17+ 2.35% |
$8.62K - $9.58K
|
740
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
17+ 0.68% |
$8.62K - $9.58K
|
2.52K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
17+ 0.34% |
$8.62K - $9.58K
|
4.96K
$2.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
17+ 0.48% |
$8.62K - $9.58K
|
3.53K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
17+ 0.29% |
$8.62K - $9.58K
|
5.89K
$3.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
16+ 0.36% |
$8.11K - $9.02K
|
4.41K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16+ 2.41% |
$8.11K - $9.02K
|
680
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
16+ 0.4% |
$8.11K - $9.02K
|
4.04K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16+ 2.4% |
$8.11K - $9.02K
|
684
$395K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16+ 1.46% |
$8.11K - $9.02K
|
1.11K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
16+ 4.15% |
$8.11K - $9.02K
|
402
$232K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16+ 0.02% |
$8.11K - $9.02K
|
77.5K
$44.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
15+ 0.55% |
$7.61K - $8.46K
|
2.74K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
15+ 0.03% |
$7.61K - $8.46K
|
52K
$30M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
15+ 3.9% |
$7.61K - $8.46K
|
400
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
15+ 0.36% |
$7.61K - $8.46K
|
4.17K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
15+ 3.28% |
$7.61K - $8.46K
|
473
$273K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
15+ 1.18% |
$7.61K - $8.46K
|
1.29K
$744K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
15+ 0.63% |
$7.61K - $8.46K
|
2.4K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
14+ 0.48% |
$7.1K - $7.89K
|
2.96K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 0.42% |
$7.1K - $7.89K
|
3.38K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
14+ 0.69% |
$7.1K - $7.89K
|
2.03K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
13+ 0.54% |
$6.59K - $7.33K
|
2.41K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
13+ 0.29% |
$6.59K - $7.33K
|
4.48K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
13+ 0.12% |
$6.59K - $7.33K
|
10.6K
$6.14M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
13+ 0.77% |
$6.59K - $7.33K
|
1.7K
$980K
|