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 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$507 - $564
|
2.55K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.06% |
$507 - $564
|
1.81K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.04% |
$507 - $564
|
2.55K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1+ 0.24% |
$507 - $564
|
421
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$507 - $564
|
747
$432K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.02% |
$507 - $564
|
5.68K
$3.28M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
1+ 0.15% |
$507 - $564
|
677
$391K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.02% |
$507 - $564
|
6.24K
$3.61M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$507 - $564
|
2.32K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.17% |
$507 - $564
|
586
$339K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$507 - $564
|
1.2K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.23% |
$507 - $564
|
431
$249K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.09% |
$507 - $564
|
1.08K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1+ 0.07% |
$507 - $564
|
1.39K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.2% |
$507 - $564
|
509
$294K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.19% |
$507 - $564
|
518
$299K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1+ 0.03% |
$507 - $564
|
3.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$507 - $564
|
6.67K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1- 0.06% |
$507 - $564
|
1.71K
$986K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-1- 0.16% |
$507 - $564
|
612
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1- 0.18% |
$507 - $564
|
545
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-1- 0.09% |
$507 - $564
|
1.09K
$627K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1- 0.28% |
$507 - $564
|
356
$206K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1- 0.08% |
$507 - $564
|
1.18K
$681K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1- 0.03% |
$507 - $564
|
3.96K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.02% |
$507 - $564
|
6.11K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1- 0.06% |
$507 - $564
|
1.65K
$951K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-2- 0.08% |
$1.01K - $1.13K
|
2.47K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-2- 0.13% |
$1.01K - $1.13K
|
1.57K
$907K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.02% |
$1.01K - $1.13K
|
11.8K
$6.84M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2- 0.3% |
$1.01K - $1.13K
|
672
$388K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2- 0.21% |
$1.01K - $1.13K
|
949
$549K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2- 0.17% |
$1.01K - $1.13K
|
1.16K
$669K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-2- 0.09% |
$1.01K - $1.13K
|
2.22K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-3- 0.04% |
$1.52K - $1.69K
|
8.2K
$4.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3- 0.32% |
$1.52K - $1.69K
|
935
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3- 0.05% |
$1.52K - $1.69K
|
5.56K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3- 1.64% |
$1.52K - $1.69K
|
180
$104K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3- 0.31% |
$1.52K - $1.69K
|
965
$558K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-4- 3.05% |
$2.03K - $2.25K
|
127
$73.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4- 0.36% |
$2.03K - $2.25K
|
1.11K
$642K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4- 0.36% |
$2.03K - $2.25K
|
1.12K
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4- 0.11% |
$2.03K - $2.25K
|
3.77K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4- 0.25% |
$2.03K - $2.25K
|
1.58K
$910K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.22% |
$2.03K - $2.25K
|
1.8K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-4- 0.9% |
$2.03K - $2.25K
|
439
$254K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4- 0.77% |
$2.03K - $2.25K
|
515
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5- 0.32% |
$2.54K - $2.82K
|
1.54K
$891K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.07% |
$2.54K - $2.82K
|
7.11K
$4.11M
|