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 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-90- 2.84% |
$45.6K - $50.7K
|
3.08K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-91- 7.84% |
$46.1K - $51.3K
|
1.07K
$664K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-91- 1.37% |
$46.1K - $51.3K
|
6.57K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-91- 1.71% |
$46.1K - $51.3K
|
5.23K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-92- 0.54% |
$46.6K - $51.9K
|
17.1K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-92- 5.08% |
$46.6K - $51.9K
|
1.72K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-92- 0.63% |
$46.6K - $51.9K
|
14.4K
$8.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-93- 6.14% |
$47.2K - $52.4K
|
1.42K
$882K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-94- 10.83% |
$47.7K - $53K
|
774
$481K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-94- 15.96% |
$47.7K - $53K
|
495
$307K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-94- 0.91% |
$47.7K - $53K
|
10.2K
$6.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-95- 22.04% |
$48.2K - $53.5K
|
336
$209K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-95- 0.34% |
$48.2K - $53.5K
|
27.4K
$17M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-95- 4.76% |
$48.2K - $53.5K
|
1.9K
$1.18M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-96- 13.87% |
$48.7K - $54.1K
|
596
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-97- 3.97% |
$49.2K - $54.7K
|
2.35K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-97- 7.15% |
$49.2K - $54.7K
|
1.26K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-98- 12.28% |
$49.7K - $55.2K
|
700
$435K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-99- 1.81% |
$50.2K - $55.8K
|
5.38K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-99- 1.8% |
$50.2K - $55.8K
|
5.39K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-100- 8.95% |
$50.7K - $56.4K
|
1.02K
$632K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-100- 0.91% |
$50.7K - $56.4K
|
10.9K
$6.78M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-100- 0.71% |
$50.7K - $56.4K
|
14.1K
$8.73M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-100- 6.43% |
$50.7K - $56.4K
|
1.46K
$904K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-101- 4.55% |
$51.2K - $56.9K
|
2.12K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-101- 3.51% |
$51.2K - $56.9K
|
2.78K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-101- 8.11% |
$51.2K - $56.9K
|
1.15K
$711K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-101- 7.73% |
$51.2K - $56.9K
|
1.21K
$748K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-103- 11.48% |
$52.2K - $58.1K
|
794
$493K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-103- 3.12% |
$52.2K - $58.1K
|
3.2K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-105- 3.18% |
$53.2K - $59.2K
|
3.2K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-105- 30.0% |
$53.2K - $59.2K
|
245
$152K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-105- 2.85% |
$53.2K - $59.2K
|
3.58K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-106- 13.78% |
$53.7K - $59.7K
|
663
$412K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-107- 6.6% |
$54.3K - $60.3K
|
1.51K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-107- 12.47% |
$54.3K - $60.3K
|
751
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-109- 2.63% |
$55.3K - $61.4K
|
4.04K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-109- 8.44% |
$55.3K - $61.4K
|
1.18K
$735K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-110- 3.56% |
$55.8K - $62K
|
2.98K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-110- 15.45% |
$55.8K - $62K
|
602
$374K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-110- 1.48% |
$55.8K - $62K
|
7.31K
$4.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-111- 8.36% |
$56.3K - $62.6K
|
1.22K
$756K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-112- 4.08% |
$56.8K - $63.1K
|
2.63K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-113- 0.69% |
$57.3K - $63.7K
|
16.3K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-114- 6.27% |
$57.8K - $64.3K
|
1.71K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-114- 0.38% |
$57.8K - $64.3K
|
29.9K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-114- 3.69% |
$57.8K - $64.3K
|
2.98K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-115- 0.26% |
$58.3K - $64.8K
|
43.7K
$27.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-116- 1.71% |
$58.8K - $65.4K
|
6.67K
$4.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-118- 6.66% |
$59.8K - $66.5K
|
1.66K
$1.03M
|