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 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-86- 2.94% |
$43.6K - $48.5K
|
2.84K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-86- 2.26% |
$43.6K - $48.5K
|
3.72K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-86- 6.83% |
$43.6K - $48.5K
|
1.17K
$643K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-86- 12.39% |
$43.6K - $48.5K
|
608
$333K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-86- 12.08% |
$43.6K - $48.5K
|
626
$343K
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-87- 11.85% |
$44.1K - $49K
|
647
$355K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-87- 0.24% |
$44.1K - $49K
|
36.8K
$20.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-88- 0.92% |
$44.6K - $49.6K
|
9.44K
$5.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-90- 14.52% |
$45.6K - $50.7K
|
530
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-90- 2.84% |
$45.6K - $50.7K
|
3.08K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-91- 7.84% |
$46.1K - $51.3K
|
1.07K
$586K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-91- 1.37% |
$46.1K - $51.3K
|
6.57K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-91- 1.71% |
$46.1K - $51.3K
|
5.23K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-92- 0.54% |
$46.6K - $51.9K
|
17.1K
$9.37M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-92- 5.08% |
$46.6K - $51.9K
|
1.72K
$942K
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-92- 0.63% |
$46.6K - $51.9K
|
14.4K
$7.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-93- 6.14% |
$47.2K - $52.4K
|
1.42K
$779K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-94- 10.83% |
$47.7K - $53K
|
774
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-94- 15.96% |
$47.7K - $53K
|
495
$271K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-94- 0.91% |
$47.7K - $53K
|
10.2K
$5.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-95- 22.04% |
$48.2K - $53.5K
|
336
$184K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-95- 0.34% |
$48.2K - $53.5K
|
27.4K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-95- 4.76% |
$48.2K - $53.5K
|
1.9K
$1.04M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-96- 13.87% |
$48.7K - $54.1K
|
596
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-97- 3.97% |
$49.2K - $54.7K
|
2.35K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-97- 7.15% |
$49.2K - $54.7K
|
1.26K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-98- 12.28% |
$49.7K - $55.2K
|
700
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-99- 1.81% |
$50.2K - $55.8K
|
5.38K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-99- 1.8% |
$50.2K - $55.8K
|
5.39K
$2.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-100- 8.95% |
$50.7K - $56.4K
|
1.02K
$557K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-100- 0.91% |
$50.7K - $56.4K
|
10.9K
$5.99M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-100- 0.71% |
$50.7K - $56.4K
|
14.1K
$7.71M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-100- 6.43% |
$50.7K - $56.4K
|
1.46K
$797K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-101- 4.55% |
$51.2K - $56.9K
|
2.12K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-101- 3.51% |
$51.2K - $56.9K
|
2.78K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-101- 8.11% |
$51.2K - $56.9K
|
1.15K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-101- 7.73% |
$51.2K - $56.9K
|
1.21K
$660K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-103- 11.48% |
$52.2K - $58.1K
|
794
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-103- 3.12% |
$52.2K - $58.1K
|
3.2K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-105- 3.18% |
$53.2K - $59.2K
|
3.2K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-105- 30.0% |
$53.2K - $59.2K
|
245
$134K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-105- 2.85% |
$53.2K - $59.2K
|
3.58K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-106- 13.78% |
$53.7K - $59.7K
|
663
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-107- 6.6% |
$54.3K - $60.3K
|
1.51K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-107- 12.47% |
$54.3K - $60.3K
|
751
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-109- 2.63% |
$55.3K - $61.4K
|
4.04K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-109- 8.44% |
$55.3K - $61.4K
|
1.18K
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-110- 3.56% |
$55.8K - $62K
|
2.98K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-110- 15.45% |
$55.8K - $62K
|
602
$330K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-110- 1.48% |
$55.8K - $62K
|
7.31K
$4.01M
|