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 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-68- 10.21% |
$34.5K - $38.3K
|
598
$371K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-69- 6.11% |
$35K - $38.9K
|
1.06K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-69- 12.61% |
$35K - $38.9K
|
478
$297K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-70- 1.07% |
$35.5K - $39.5K
|
6.47K
$4.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-70- 0.18% |
$35.5K - $39.5K
|
38.9K
$24.2M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-70- 0.98% |
$35.5K - $39.5K
|
7.05K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-70- 0.36% |
$35.5K - $39.5K
|
19.3K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-71- 25.54% |
$36K - $40K
|
207
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-72- 8.42% |
$36.5K - $40.6K
|
783
$486K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-72- 40.91% |
$36.5K - $40.6K
|
104
$64.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-72- 3.38% |
$36.5K - $40.6K
|
2.06K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-72- 1.75% |
$36.5K - $40.6K
|
4.04K
$2.51M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-75- 7.98% |
$38K - $42.3K
|
865
$537K
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-75- 8.94% |
$38K - $42.3K
|
764
$474K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-75- 4.93% |
$38K - $42.3K
|
1.45K
$899K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-76- 2.74% |
$38.5K - $42.8K
|
2.7K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-76- 0.75% |
$38.5K - $42.8K
|
10.1K
$6.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-76- 15.2% |
$38.5K - $42.8K
|
424
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-77- 3.55% |
$39K - $43.4K
|
2.09K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-77- 9.64% |
$39K - $43.4K
|
722
$448K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-77- 3.62% |
$39K - $43.4K
|
2.05K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-77- 1.19% |
$39K - $43.4K
|
6.41K
$3.98M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-77- 8.49% |
$39K - $43.4K
|
830
$515K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-77- 14.75% |
$39K - $43.4K
|
445
$276K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-77- 5.91% |
$39K - $43.4K
|
1.23K
$761K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-78- 15.89% |
$39.5K - $44K
|
413
$256K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-80- 2.73% |
$40.6K - $45.1K
|
2.86K
$1.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-81- 6.15% |
$41.1K - $45.7K
|
1.24K
$768K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-81- 1.34% |
$41.1K - $45.7K
|
5.99K
$3.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-81- 9.9% |
$41.1K - $45.7K
|
737
$458K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-81- 4.6% |
$41.1K - $45.7K
|
1.68K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-82- 4.77% |
$41.6K - $46.2K
|
1.64K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-83- 9.27% |
$42.1K - $46.8K
|
812
$504K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-83- 2.29% |
$42.1K - $46.8K
|
3.54K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-84- 0.88% |
$42.6K - $47.3K
|
9.44K
$5.86M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-84- 15.56% |
$42.6K - $47.3K
|
456
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-85- 0.56% |
$43.1K - $47.9K
|
15.2K
$9.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-85- 3.85% |
$43.1K - $47.9K
|
2.12K
$1.32M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-85- 92.39% |
$43.1K - $47.9K
|
7
$4.35K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-86- 0.37% |
$43.6K - $48.5K
|
23.4K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-86- 2.94% |
$43.6K - $48.5K
|
2.84K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-86- 2.26% |
$43.6K - $48.5K
|
3.72K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-86- 6.83% |
$43.6K - $48.5K
|
1.17K
$729K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-86- 12.39% |
$43.6K - $48.5K
|
608
$378K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-86- 12.08% |
$43.6K - $48.5K
|
626
$389K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-86- 4.75% |
$43.6K - $48.5K
|
1.73K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-87- 11.85% |
$44.1K - $49K
|
647
$402K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-87- 0.24% |
$44.1K - $49K
|
36.8K
$22.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-88- 0.92% |
$44.6K - $49.6K
|
9.44K
$5.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-90- 14.52% |
$45.6K - $50.7K
|
530
$329K
|