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 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-7- 0.16% |
$3.55K - $3.95K
|
4.33K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-7- 0.93% |
$3.55K - $3.95K
|
748
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-7- 3.35% |
$3.55K - $3.95K
|
202
$111K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 0.25% |
$3.55K - $3.95K
|
2.8K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7- 0.55% |
$3.55K - $3.95K
|
1.26K
$691K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-7- 0.16% |
$3.55K - $3.95K
|
4.4K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-7- 0.7% |
$3.55K - $3.95K
|
999
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-7- 0.45% |
$3.55K - $3.95K
|
1.54K
$843K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7- 0.33% |
$3.55K - $3.95K
|
2.14K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-8- 8.25% |
$4.06K - $4.51K
|
89
$48.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-8- 0.51% |
$4.06K - $4.51K
|
1.55K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 0.17% |
$4.06K - $4.51K
|
4.61K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-8- 1.96% |
$4.06K - $4.51K
|
401
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-9- 1.09% |
$4.56K - $5.07K
|
816
$447K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-9- 1.48% |
$4.56K - $5.07K
|
601
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-10- 0.86% |
$5.07K - $5.64K
|
1.15K
$631K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-10- 1.02% |
$5.07K - $5.64K
|
966
$529K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-10- 0.85% |
$5.07K - $5.64K
|
1.17K
$642K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-10- 1.42% |
$5.07K - $5.64K
|
694
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-10- 0.75% |
$5.07K - $5.64K
|
1.32K
$725K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 0.45% |
$5.07K - $5.64K
|
2.22K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-10- 0.22% |
$5.07K - $5.64K
|
4.44K
$2.43M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-10- 0.07% |
$5.07K - $5.64K
|
13.9K
$7.62M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-10- 0.17% |
$5.07K - $5.64K
|
5.86K
$3.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11- 0.66% |
$5.58K - $6.2K
|
1.65K
$905K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-11- 1.16% |
$5.58K - $6.2K
|
939
$515K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-12- 6.49% |
$6.08K - $6.76K
|
173
$94.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-12- 2.63% |
$6.08K - $6.76K
|
444
$243K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-12- 0.26% |
$6.08K - $6.76K
|
4.6K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-12- 0.15% |
$6.08K - $6.76K
|
8.09K
$4.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-13- 0.17% |
$6.59K - $7.33K
|
7.6K
$4.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13- 4.92% |
$6.59K - $7.33K
|
251
$138K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-13- 1.1% |
$6.59K - $7.33K
|
1.17K
$639K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-13- 32.5% |
$6.59K - $7.33K
|
27
$14.8K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-13- 1.02% |
$6.59K - $7.33K
|
1.26K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-13- 3.19% |
$6.59K - $7.33K
|
395
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-14- 1.82% |
$7.1K - $7.89K
|
754
$413K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-14- 1.35% |
$7.1K - $7.89K
|
1.02K
$559K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-14- 0.48% |
$7.1K - $7.89K
|
2.91K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-14- 0.6% |
$7.1K - $7.89K
|
2.32K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-14- 0.51% |
$7.1K - $7.89K
|
2.74K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14- 1.79% |
$7.1K - $7.89K
|
766
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-15- 1.28% |
$7.61K - $8.46K
|
1.16K
$636K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-15- 1.04% |
$7.61K - $8.46K
|
1.43K
$783K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-15- 0.68% |
$7.61K - $8.46K
|
2.19K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-15- 2.21% |
$7.61K - $8.46K
|
665
$364K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-15- 1.0% |
$7.61K - $8.46K
|
1.49K
$817K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-16- 0.02% |
$8.11K - $9.02K
|
87.9K
$48.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-16- 0.48% |
$8.11K - $9.02K
|
3.34K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.37% |
$8.62K - $9.58K
|
4.58K
$2.51M
|