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 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-19- 2.41% |
$9.63K - $10.7K
|
768
$477K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-19- 0.6% |
$9.63K - $10.7K
|
3.14K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-19- 2.22% |
$9.63K - $10.7K
|
836
$519K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-20- 1.2% |
$10.1K - $11.3K
|
1.65K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-20- 0.73% |
$10.1K - $11.3K
|
2.73K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Drystone LLC
|
SELL
|
- |
-20- 3.36% |
$10.1K - $11.3K
|
575
$357K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-20- 1.85% |
$10.1K - $11.3K
|
1.06K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-20- 0.51% |
$10.1K - $11.3K
|
3.9K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-21- 3.6% |
$10.6K - $11.8K
|
563
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-22- 3.28% |
$11.2K - $12.4K
|
649
$403K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-22- 3.11% |
$11.2K - $12.4K
|
686
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-22- 0.35% |
$11.2K - $12.4K
|
6.24K
$3.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-22- 38.6% |
$11.2K - $12.4K
|
35
$21.7K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-22- 1.68% |
$11.2K - $12.4K
|
1.28K
$797K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-23- 3.51% |
$11.7K - $13K
|
632
$392K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.03% |
$11.7K - $13K
|
90.4K
$56.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-23- 7.37% |
$11.7K - $13K
|
289
$179K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-23- 0.22% |
$11.7K - $13K
|
10.6K
$6.57M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23- 0.22% |
$11.7K - $13K
|
10.5K
$6.51M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-23- 2.44% |
$11.7K - $13K
|
920
$571K
|
|
|
Apr 14, 2025
Q1 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-24- 1.5% |
$12.2K - $13.5K
|
1.58K
$978K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-24- 2.43% |
$12.2K - $13.5K
|
964
$599K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-24- 4.86% |
$12.2K - $13.5K
|
470
$292K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-24- 1.72% |
$12.2K - $13.5K
|
1.37K
$853K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-24- 1.61% |
$12.2K - $13.5K
|
1.47K
$910K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-25- 4.84% |
$12.7K - $14.1K
|
491
$305K
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
SELL
|
- |
-25- 0.26% |
$12.7K - $14.1K
|
9.71K
$6.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-26- 0.77% |
$13.2K - $14.7K
|
3.35K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-26- 4.58% |
$13.2K - $14.7K
|
542
$337K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-26- 0.43% |
$13.2K - $14.7K
|
5.99K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.35% |
$13.2K - $14.7K
|
7.48K
$4.64M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-27- 0.53% |
$13.7K - $15.2K
|
5.05K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-27- 2.51% |
$13.7K - $15.2K
|
1.05K
$651K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-28- 2.52% |
$14.2K - $15.8K
|
1.08K
$673K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-28- 0.28% |
$14.2K - $15.8K
|
9.89K
$6.14M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-28- 0.39% |
$14.2K - $15.8K
|
7.19K
$4.47M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-28- 1.39% |
$14.2K - $15.8K
|
1.99K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-29- 0.26% |
$14.7K - $16.3K
|
11.2K
$6.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-29- 0.23% |
$14.7K - $16.3K
|
12.8K
$7.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-29- 1.9% |
$14.7K - $16.3K
|
1.5K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-29- 0.08% |
$14.7K - $16.3K
|
34.9K
$21.7M
|
|
|
May 05, 2025
Q1 2025
|
Bernzott Capital Advisors
|
SELL
|
- |
-29- 6.7% |
$14.7K - $16.3K
|
404
$251K
|
|
|
May 05, 2025
Q1 2025
|
Pacific Wealth Management
|
SELL
|
- |
-29- 5.28% |
$14.7K - $16.3K
|
520
$323K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-30- 2.27% |
$15.2K - $16.9K
|
1.29K
$804K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-31- 3.91% |
$15.7K - $17.5K
|
761
$473K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-31- 5.21% |
$15.7K - $17.5K
|
564
$350K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 0.74% |
$15.7K - $17.5K
|
4.14K
$2.57M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-31- 24.6% |
$15.7K - $17.5K
|
95
$59K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-32- 0.22% |
$16.2K - $18K
|
14.4K
$8.94M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-32- 5.8% |
$16.2K - $18K
|
520
$323K
|