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 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-47- 0.35% |
$23.8K - $26.5K
|
13.3K
$8.28M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-48- 10.37% |
$24.3K - $27.1K
|
415
$258K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-48- 6.58% |
$24.3K - $27.1K
|
682
$424K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-48- 2.35% |
$24.3K - $27.1K
|
2K
$1.24M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-48- 5.34% |
$24.3K - $27.1K
|
851
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
SELL
|
- |
-49- 6.35% |
$24.8K - $27.6K
|
723
$449K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-49- 0.24% |
$24.8K - $27.6K
|
20.3K
$12.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 2.04% |
$25.4K - $28.2K
|
2.41K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-50- 20.41% |
$25.4K - $28.2K
|
195
$121K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-50- 2.29% |
$25.4K - $28.2K
|
2.13K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-50- 0.66% |
$25.4K - $28.2K
|
7.5K
$4.66M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-51- 0.43% |
$25.9K - $28.7K
|
11.9K
$7.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-52- 2.33% |
$26.4K - $29.3K
|
2.18K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-52- 7.28% |
$26.4K - $29.3K
|
662
$411K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-52- 9.85% |
$26.4K - $29.3K
|
476
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-53- 0.33% |
$26.9K - $29.9K
|
16.2K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-53- 38.69% |
$26.9K - $29.9K
|
84
$52.2K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-53- 0.65% |
$26.9K - $29.9K
|
8.04K
$4.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-54- 5.89% |
$27.4K - $30.4K
|
863
$536K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-54- 4.24% |
$27.4K - $30.4K
|
1.22K
$758K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-54- 4.09% |
$27.4K - $30.4K
|
1.27K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-54- 1.24% |
$27.4K - $30.4K
|
4.32K
$2.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 7.04% |
$27.9K - $31K
|
726
$451K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-55- 0.76% |
$27.9K - $31K
|
7.2K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-55- 6.52% |
$27.9K - $31K
|
789
$490K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-55- 1.48% |
$27.9K - $31K
|
3.67K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-56- 5.39% |
$28.4K - $31.6K
|
983
$610K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-56- 3.59% |
$28.4K - $31.6K
|
1.51K
$935K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-56- 11.5% |
$28.4K - $31.6K
|
431
$268K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-57- 0.21% |
$28.9K - $32.1K
|
27K
$16.8M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-57- 2.95% |
$28.9K - $32.1K
|
1.88K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-58- 0.77% |
$29.4K - $32.7K
|
7.49K
$4.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-59- 0.51% |
$29.9K - $33.3K
|
11.4K
$7.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-59- 5.58% |
$29.9K - $33.3K
|
999
$620K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-60- 2.38% |
$30.4K - $33.8K
|
2.46K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-60- 10.0% |
$30.4K - $33.8K
|
540
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-61- 6.76% |
$30.9K - $34.4K
|
842
$523K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-62- 3.69% |
$31.4K - $34.9K
|
1.62K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-62- 1.09% |
$31.4K - $34.9K
|
5.62K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-62- 8.09% |
$31.4K - $34.9K
|
704
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-63- 4.82% |
$31.9K - $35.5K
|
1.24K
$773K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-64- 0.22% |
$32.5K - $36.1K
|
29.5K
$18.3M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-64- 2.99% |
$32.5K - $36.1K
|
2.08K
$1.29M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-64- 4.04% |
$32.5K - $36.1K
|
1.52K
$945K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 3.25% |
$32.5K - $36.1K
|
1.91K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-65- 7.47% |
$33K - $36.6K
|
805
$500K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-66- 10.33% |
$33.5K - $37.2K
|
573
$356K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-67- 20.24% |
$34K - $37.8K
|
264
$164K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-67- 5.05% |
$34K - $37.8K
|
1.26K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-67- 1.02% |
$34K - $37.8K
|
6.53K
$4.06M
|