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 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6+ 0.57% |
$3.04K - $3.38K
|
1.06K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.9% |
$3.04K - $3.38K
|
675
$390K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
6+ 1.34% |
$3.04K - $3.38K
|
454
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
6+ 1.53% |
$3.04K - $3.38K
|
397
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6+ 0.28% |
$3.04K - $3.38K
|
2.18K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
6+ 0.06% |
$3.04K - $3.38K
|
10.5K
$6.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
6+ 0.26% |
$3.04K - $3.38K
|
2.3K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6+ 0.07% |
$3.04K - $3.38K
|
8.26K
$4.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6+ 0.13% |
$3.04K - $3.38K
|
4.78K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
6+ 0.09% |
$3.04K - $3.38K
|
6.86K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
6+ 1.14% |
$3.04K - $3.38K
|
532
$307K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
6+ 1.44% |
$3.04K - $3.38K
|
424
$245K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$3.04K - $3.38K
|
3.69K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6+ 0.48% |
$3.04K - $3.38K
|
1.25K
$724K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.33% |
$3.04K - $3.38K
|
1.8K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
6+ 0.56% |
$3.04K - $3.38K
|
1.07K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$3.04K - $3.38K
|
6
$3.47K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.45% |
$2.54K - $2.82K
|
1.12K
$646K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.33% |
$2.54K - $2.82K
|
1.54K
$889K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
5New |
$2.54K - $2.82K
|
5
$2.89K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
5+ 0.3% |
$2.54K - $2.82K
|
1.69K
$976K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5+ 0.91% |
$2.54K - $2.82K
|
556
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.3% |
$2.54K - $2.82K
|
1.65K
$953K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5+ 0.21% |
$2.54K - $2.82K
|
2.42K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
5+ 0.61% |
$2.54K - $2.82K
|
820
$474K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
5+ 0.42% |
$2.54K - $2.82K
|
1.2K
$692K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
5+ 0.82% |
$2.54K - $2.82K
|
613
$354K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5+ 0.25% |
$2.54K - $2.82K
|
2.01K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
5+ 0.25% |
$2.54K - $2.82K
|
1.98K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
5+ 0.48% |
$2.54K - $2.82K
|
1.04K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.38% |
$2.54K - $2.82K
|
1.34K
$772K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
4+ 0.22% |
$2.03K - $2.25K
|
1.79K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
4+ 0.47% |
$2.03K - $2.25K
|
855
$494K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4+ 0.68% |
$2.03K - $2.25K
|
590
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4+ 0.4% |
$2.03K - $2.25K
|
1.01K
$581K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4+ 0.91% |
$2.03K - $2.25K
|
445
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.38% |
$2.03K - $2.25K
|
1.06K
$613K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.94% |
$2.03K - $2.25K
|
428
$247K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.39% |
$2.03K - $2.25K
|
1.03K
$595K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$2.03K - $2.25K
|
4
$2.31K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4+ 0.3% |
$2.03K - $2.25K
|
1.33K
$766K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 400.0% |
$2.03K - $2.25K
|
5
$2.89K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.25% |
$2.03K - $2.25K
|
1.63K
$943K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.32% |
$1.52K - $1.69K
|
935
$540K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3+ 1.28% |
$1.52K - $1.69K
|
238
$138K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3+ 11.11% |
$1.52K - $1.69K
|
30
$17.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.36% |
$1.52K - $1.69K
|
829
$479K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.24% |
$1.52K - $1.69K
|
1.27K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3+ 0.14% |
$1.52K - $1.69K
|
2.22K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
3+ 0.36% |
$1.52K - $1.69K
|
847
$490K
|