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 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1- 0.08% |
$507 - $564
|
1.18K
$732K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1- 0.03% |
$507 - $564
|
3.96K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.02% |
$507 - $564
|
6.11K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1- 0.06% |
$507 - $564
|
1.65K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-2- 0.08% |
$1.01K - $1.13K
|
2.47K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-2- 0.13% |
$1.01K - $1.13K
|
1.57K
$974K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.02% |
$1.01K - $1.13K
|
11.8K
$7.35M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2- 0.3% |
$1.01K - $1.13K
|
672
$417K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2- 0.21% |
$1.01K - $1.13K
|
949
$589K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2- 0.17% |
$1.01K - $1.13K
|
1.16K
$719K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-2- 0.09% |
$1.01K - $1.13K
|
2.22K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-3- 0.04% |
$1.52K - $1.69K
|
8.2K
$5.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3- 0.32% |
$1.52K - $1.69K
|
935
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3- 0.05% |
$1.52K - $1.69K
|
5.56K
$3.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3- 1.64% |
$1.52K - $1.69K
|
180
$112K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3- 0.31% |
$1.52K - $1.69K
|
965
$599K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-4- 3.05% |
$2.03K - $2.25K
|
127
$78.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4- 0.36% |
$2.03K - $2.25K
|
1.11K
$689K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4- 0.36% |
$2.03K - $2.25K
|
1.12K
$692K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4- 0.11% |
$2.03K - $2.25K
|
3.77K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4- 0.25% |
$2.03K - $2.25K
|
1.58K
$978K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.22% |
$2.03K - $2.25K
|
1.8K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-4- 0.9% |
$2.03K - $2.25K
|
439
$273K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4- 0.77% |
$2.03K - $2.25K
|
515
$320K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-4- 0.73% |
$2.03K - $2.25K
|
547
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5- 0.32% |
$2.54K - $2.82K
|
1.54K
$958K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.07% |
$2.54K - $2.82K
|
7.11K
$4.42M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-5- 0.18% |
$2.54K - $2.82K
|
2.79K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-5- 1.05% |
$2.54K - $2.82K
|
470
$292K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-5- 0.16% |
$2.54K - $2.82K
|
3.2K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-5- 0.3% |
$2.54K - $2.82K
|
1.66K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5- 0.15% |
$2.54K - $2.82K
|
3.23K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5- 0.46% |
$2.54K - $2.82K
|
1.09K
$677K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-6- 0.21% |
$3.04K - $3.38K
|
2.86K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 0.51% |
$3.04K - $3.38K
|
1.16K
$722K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6- 2.67% |
$3.04K - $3.38K
|
219
$136K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-6- 0.8% |
$3.04K - $3.38K
|
748
$465K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-6- 1.08% |
$3.04K - $3.38K
|
549
$341K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-7- 0.16% |
$3.55K - $3.95K
|
4.33K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-7- 0.93% |
$3.55K - $3.95K
|
748
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-7- 3.35% |
$3.55K - $3.95K
|
202
$125K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 0.25% |
$3.55K - $3.95K
|
2.8K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7- 0.55% |
$3.55K - $3.95K
|
1.26K
$783K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-7- 0.16% |
$3.55K - $3.95K
|
4.4K
$2.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-7- 0.7% |
$3.55K - $3.95K
|
999
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-7- 0.45% |
$3.55K - $3.95K
|
1.54K
$955K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7- 0.33% |
$3.55K - $3.95K
|
2.14K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-8- 8.25% |
$4.06K - $4.51K
|
89
$55.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-8- 0.51% |
$4.06K - $4.51K
|
1.55K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 0.17% |
$4.06K - $4.51K
|
4.61K
$2.86M
|