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
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-163- 0.41% |
$82.6K - $91.9K
|
39.8K
$21.8M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-163- 4.96% |
$82.6K - $91.9K
|
3.13K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-163- 4.74% |
$82.6K - $91.9K
|
3.28K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-164- 0.38% |
$83.2K - $92.4K
|
43.2K
$23.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-164- 0.39% |
$83.2K - $92.4K
|
41.9K
$23M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-164- 18.68% |
$83.2K - $92.4K
|
714
$391K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-166- 0.47% |
$84.2K - $93.6K
|
35.3K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-166- 3.24% |
$84.2K - $93.6K
|
4.95K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-167- 25.54% |
$84.7K - $94.1K
|
487
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-170- 5.13% |
$86.2K - $95.8K
|
3.15K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-171- 3.93% |
$86.7K - $96.4K
|
4.18K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-173- 2.29% |
$87.7K - $97.5K
|
7.39K
$4.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-173- 5.54% |
$87.7K - $97.5K
|
2.95K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-173- 3.55% |
$87.7K - $97.5K
|
4.7K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-173- 11.05% |
$87.7K - $97.5K
|
1.39K
$763K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-174- 6.71% |
$88.2K - $98.1K
|
2.42K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-175- 0.61% |
$88.7K - $98.6K
|
28.4K
$15.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-177- 1.05% |
$89.7K - $99.8K
|
16.6K
$9.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-177- 0.41% |
$89.7K - $99.8K
|
42.8K
$23.4M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-178- 0.66% |
$90.3K - $100K
|
26.9K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-181- 22.29% |
$91.8K - $102K
|
631
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-181- 6.17% |
$91.8K - $102K
|
2.75K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-181- 0.9% |
$91.8K - $102K
|
19.8K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-181- 31.42% |
$91.8K - $102K
|
395
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-182- 1.09% |
$92.3K - $103K
|
16.5K
$9.04M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-183- 16.7% |
$92.8K - $103K
|
913
$500K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-184- 16.74% |
$93.3K - $104K
|
915
$501K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-185- 16.89% |
$93.8K - $104K
|
910
$499K
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-185- 9.66% |
$93.8K - $104K
|
1.73K
$948K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-187- 2.31% |
$94.8K - $105K
|
7.89K
$4.32M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-189- 1.34% |
$95.8K - $107K
|
13.9K
$7.6M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-189- 2.83% |
$95.8K - $107K
|
6.5K
$3.56M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-189- 2.98% |
$95.8K - $107K
|
6.15K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-190- 39.58% |
$96.3K - $107K
|
290
$159K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 23.82% |
$96.8K - $108K
|
611
$335K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-193- 9.37% |
$97.9K - $109K
|
1.87K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-194- 3.68% |
$98.4K - $109K
|
5.07K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-194- 4.66% |
$98.4K - $109K
|
3.97K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
SELL
|
- |
-194- 1.21% |
$98.4K - $109K
|
15.8K
$8.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-195- 1.98% |
$98.9K - $110K
|
9.63K
$5.28M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-195- 5.39% |
$98.9K - $110K
|
3.42K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-198- 1.88% |
$100K - $112K
|
10.3K
$5.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-199- 4.28% |
$101K - $112K
|
4.45K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-199- 5.88% |
$101K - $112K
|
3.19K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 10.05% |
$101K - $113K
|
1.79K
$981K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-200- 9.95% |
$101K - $113K
|
1.81K
$992K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-202- 2.93% |
$102K - $114K
|
6.7K
$3.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-205- 30.42% |
$104K - $116K
|
469
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-207- 30.26% |
$105K - $117K
|
477
$261K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-210- 78.65% |
$106K - $118K
|
57
$31.2K
|