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 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-45- 5.96% |
$22.8K - $25.4K
|
710
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-45- 10.11% |
$22.8K - $25.4K
|
400
$219K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-46- 1.47% |
$23.3K - $25.9K
|
3.09K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-46- 3.43% |
$23.3K - $25.9K
|
1.29K
$709K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-46- 1.93% |
$23.3K - $25.9K
|
2.34K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-46- 7.48% |
$23.3K - $25.9K
|
569
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-47- 10.76% |
$23.8K - $26.5K
|
390
$214K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-47- 9.27% |
$23.8K - $26.5K
|
460
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-47- 0.53% |
$23.8K - $26.5K
|
8.84K
$4.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-47- 1.53% |
$23.8K - $26.5K
|
3.02K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-47- 0.35% |
$23.8K - $26.5K
|
13.3K
$7.31M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-48- 10.37% |
$24.3K - $27.1K
|
415
$227K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-48- 6.58% |
$24.3K - $27.1K
|
682
$374K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-48- 2.35% |
$24.3K - $27.1K
|
2K
$1.09M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-48- 5.34% |
$24.3K - $27.1K
|
851
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
SELL
|
- |
-49- 6.35% |
$24.8K - $27.6K
|
723
$396K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-49- 0.24% |
$24.8K - $27.6K
|
20.3K
$11.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 2.04% |
$25.4K - $28.2K
|
2.41K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-50- 20.41% |
$25.4K - $28.2K
|
195
$107K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-50- 2.29% |
$25.4K - $28.2K
|
2.13K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-50- 0.66% |
$25.4K - $28.2K
|
7.5K
$4.11M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-51- 0.43% |
$25.9K - $28.7K
|
11.9K
$6.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-52- 2.33% |
$26.4K - $29.3K
|
2.18K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-52- 7.28% |
$26.4K - $29.3K
|
662
$363K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-52- 9.85% |
$26.4K - $29.3K
|
476
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-53- 0.33% |
$26.9K - $29.9K
|
16.2K
$8.9M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-53- 38.69% |
$26.9K - $29.9K
|
84
$46K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-53- 0.65% |
$26.9K - $29.9K
|
8.04K
$4.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-54- 5.89% |
$27.4K - $30.4K
|
863
$473K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-54- 4.24% |
$27.4K - $30.4K
|
1.22K
$669K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-54- 4.09% |
$27.4K - $30.4K
|
1.27K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-54- 1.24% |
$27.4K - $30.4K
|
4.32K
$2.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 7.04% |
$27.9K - $31K
|
726
$398K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-55- 0.76% |
$27.9K - $31K
|
7.2K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-55- 6.52% |
$27.9K - $31K
|
789
$432K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-55- 1.48% |
$27.9K - $31K
|
3.67K
$2.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-56- 5.39% |
$28.4K - $31.6K
|
983
$539K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-56- 3.59% |
$28.4K - $31.6K
|
1.51K
$825K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-56- 11.5% |
$28.4K - $31.6K
|
431
$236K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-57- 0.21% |
$28.9K - $32.1K
|
27K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-57- 2.95% |
$28.9K - $32.1K
|
1.88K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-58- 0.77% |
$29.4K - $32.7K
|
7.49K
$4.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-59- 0.51% |
$29.9K - $33.3K
|
11.4K
$6.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-59- 5.58% |
$29.9K - $33.3K
|
999
$547K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-60- 2.38% |
$30.4K - $33.8K
|
2.46K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-60- 10.0% |
$30.4K - $33.8K
|
540
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-61- 6.76% |
$30.9K - $34.4K
|
842
$461K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-62- 3.69% |
$31.4K - $34.9K
|
1.62K
$887K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-62- 1.09% |
$31.4K - $34.9K
|
5.62K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-62- 8.09% |
$31.4K - $34.9K
|
704
$386K
|