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 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-210- 4.28% |
$106K - $118K
|
4.7K
$2.57M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-213- 2.48% |
$108K - $120K
|
8.38K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-213- 33.07% |
$108K - $120K
|
431
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-216- 9.31% |
$110K - $122K
|
2.11K
$1.15M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-217- 35.28% |
$110K - $122K
|
398
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-218- 2.19% |
$111K - $123K
|
9.72K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-218- 10.89% |
$111K - $123K
|
1.78K
$978K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-221- 7.02% |
$112K - $125K
|
2.93K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-226- 11.04% |
$115K - $127K
|
1.82K
$998K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-226- 1.71% |
$115K - $127K
|
13K
$7.12M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-227- 3.99% |
$115K - $128K
|
5.46K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-227- 35.8% |
$115K - $128K
|
407
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-230- 27.45% |
$117K - $130K
|
608
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-230- 2.11% |
$117K - $130K
|
10.7K
$5.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-231- 34.84% |
$117K - $130K
|
432
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-232- 36.48% |
$118K - $131K
|
404
$221K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-235- 7.46% |
$119K - $132K
|
2.92K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-236- 0.57% |
$120K - $133K
|
41K
$22.5M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-236- 3.65% |
$120K - $133K
|
6.23K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-238- 30.28% |
$121K - $134K
|
548
$300K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-239- 1.51% |
$121K - $135K
|
15.5K
$8.52M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-242- 1.24% |
$123K - $136K
|
19.4K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-243- 2.59% |
$123K - $137K
|
9.14K
$5.01M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-244- 9.87% |
$124K - $138K
|
2.23K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-246- 1.97% |
$125K - $139K
|
12.2K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-249- 2.6% |
$126K - $140K
|
9.33K
$5.11M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-249- 2.33% |
$126K - $140K
|
10.4K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-251- 12.89% |
$127K - $141K
|
1.7K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-251- 71.71% |
$127K - $141K
|
99
$54.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-254- 6.4% |
$129K - $143K
|
3.71K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-256- 0.8% |
$130K - $144K
|
31.7K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
SELL
|
- |
-258- 1.18% |
$131K - $145K
|
21.5K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-258- 2.96% |
$131K - $145K
|
8.46K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-258- 0.81% |
$131K - $145K
|
31.6K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-259- 8.6% |
$131K - $146K
|
2.75K
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-261- 6.16% |
$132K - $147K
|
3.98K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-261- 16.19% |
$132K - $147K
|
1.35K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-261- 4.1% |
$132K - $147K
|
6.1K
$3.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-262- 0.93% |
$133K - $148K
|
27.9K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-262- 1.45% |
$133K - $148K
|
17.8K
$9.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-263- 7.6% |
$133K - $148K
|
3.2K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-263- 3.51% |
$133K - $148K
|
7.22K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-266- 11.63% |
$135K - $150K
|
2.02K
$1.11M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-271- 0.06% |
$137K - $153K
|
462K
$253M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-272- 3.32% |
$138K - $153K
|
7.92K
$4.34M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-273- 0.62% |
$138K - $154K
|
44K
$24.1M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-273- 7.11% |
$138K - $154K
|
3.56K
$1.95M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-273- 3.65% |
$138K - $154K
|
7.21K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-274- 6.24% |
$139K - $154K
|
4.12K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-275- 0.67% |
$139K - $155K
|
40.8K
$22.4M
|