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 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-32- 7.06% |
$16.2K - $18K
|
421
$261K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-32- 2.63% |
$16.2K - $18K
|
1.18K
$735K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-33- 5.7% |
$16.7K - $18.6K
|
546
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-33- 3.28% |
$16.7K - $18.6K
|
973
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-33- 1.2% |
$16.7K - $18.6K
|
2.72K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-33- 0.41% |
$16.7K - $18.6K
|
7.97K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-33- 1.77% |
$16.7K - $18.6K
|
1.83K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-34- 3.07% |
$17.2K - $19.2K
|
1.07K
$667K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-34- 0.31% |
$17.2K - $19.2K
|
11K
$6.8M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-34- 0.17% |
$17.2K - $19.2K
|
19.7K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-35- 10.36% |
$17.7K - $19.7K
|
303
$188K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-35- 4.57% |
$17.7K - $19.7K
|
731
$454K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-35- 0.4% |
$17.7K - $19.7K
|
8.76K
$5.44M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-35- 0.75% |
$17.7K - $19.7K
|
4.65K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-35- 0.37% |
$17.7K - $19.7K
|
9.31K
$5.78M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-36- 2.83% |
$18.3K - $20.3K
|
1.24K
$769K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-36- 21.82% |
$18.3K - $20.3K
|
129
$80.1K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-36- 85.71% |
$18.3K - $20.3K
|
6
$3.73K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-36- 2.98% |
$18.3K - $20.3K
|
1.17K
$729K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-36- 6.65% |
$18.3K - $20.3K
|
505
$314K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.66% |
$18.8K - $20.9K
|
5.55K
$3.45M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-37- 4.44% |
$18.8K - $20.9K
|
796
$494K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-37- 0.36% |
$18.8K - $20.9K
|
10.3K
$6.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-38- 9.79% |
$19.3K - $21.4K
|
350
$217K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-39- 7.8% |
$19.8K - $22K
|
461
$286K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-39- 2.09% |
$19.8K - $22K
|
1.83K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-40- 1.04% |
$20.3K - $22.5K
|
3.79K
$2.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-40- 7.19% |
$20.3K - $22.5K
|
516
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-40- 5.41% |
$20.3K - $22.5K
|
699
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-40- 3.53% |
$20.3K - $22.5K
|
1.09K
$679K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-40- 1.54% |
$20.3K - $22.5K
|
2.55K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 1.03% |
$20.3K - $22.5K
|
3.86K
$2.4M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-40- 1.71% |
$20.3K - $22.5K
|
2.3K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-41- 6.25% |
$20.8K - $23.1K
|
615
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-41- 3.4% |
$20.8K - $23.1K
|
1.17K
$723K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-43- 0.66% |
$21.8K - $24.2K
|
6.51K
$4.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-43- 6.3% |
$21.8K - $24.2K
|
639
$397K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-43- 3.61% |
$21.8K - $24.2K
|
1.15K
$714K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-44- 0.13% |
$22.3K - $24.8K
|
33.1K
$20.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-44- 6.32% |
$22.3K - $24.8K
|
652
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-45- 5.96% |
$22.8K - $25.4K
|
710
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-45- 10.11% |
$22.8K - $25.4K
|
400
$248K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-46- 1.47% |
$23.3K - $25.9K
|
3.09K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-46- 3.43% |
$23.3K - $25.9K
|
1.29K
$804K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-46- 1.93% |
$23.3K - $25.9K
|
2.34K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-46- 7.48% |
$23.3K - $25.9K
|
569
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-47- 10.76% |
$23.8K - $26.5K
|
390
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-47- 9.27% |
$23.8K - $26.5K
|
460
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-47- 0.53% |
$23.8K - $26.5K
|
8.84K
$5.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-47- 1.53% |
$23.8K - $26.5K
|
3.02K
$1.88M
|