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 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-284- 7.4% |
$144K - $160K
|
3.55K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-286- 2.32% |
$145K - $161K
|
12K
$7.47M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-289- 11.38% |
$147K - $163K
|
2.25K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-290- 5.23% |
$147K - $163K
|
5.26K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-291- 5.82% |
$148K - $164K
|
4.71K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-292- 38.73% |
$148K - $165K
|
462
$287K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-295- 48.05% |
$150K - $166K
|
319
$198K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-296- 4.42% |
$150K - $167K
|
6.4K
$3.98M
|
|
|
Sep 23, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-296- 10.2% |
$150K - $167K
|
2.61K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-298- 13.52% |
$151K - $168K
|
1.91K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-298- 4.05% |
$151K - $168K
|
7.06K
$4.38M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-298- 3.38% |
$151K - $168K
|
8.53K
$5.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-299- 3.75% |
$152K - $169K
|
7.68K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-300- 3.47% |
$152K - $169K
|
8.36K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-300- 36.45% |
$152K - $169K
|
523
$325K
|
|
|
May 15, 2025
Q1 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-302- 0.95% |
$153K - $170K
|
31.4K
$19.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-303- 2.93% |
$154K - $171K
|
10K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-311- 13.97% |
$158K - $175K
|
1.92K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-316- 13.46% |
$160K - $178K
|
2.03K
$1.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-318- 0.2% |
$161K - $179K
|
160K
$99.6M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-318- 0.44% |
$161K - $179K
|
72.8K
$45.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-320- 1.11% |
$162K - $180K
|
28.4K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-326- 17.82% |
$165K - $184K
|
1.5K
$933K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-334- 15.16% |
$169K - $188K
|
1.87K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-334- 30.95% |
$169K - $188K
|
745
$463K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-337- 19.07% |
$171K - $190K
|
1.43K
$888K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-338- 0.51% |
$171K - $191K
|
66.1K
$41M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-344- 29.2% |
$174K - $194K
|
834
$518K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-352- 3.27% |
$178K - $198K
|
10.4K
$6.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-352- 30.32% |
$178K - $198K
|
809
$502K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-354- 13.11% |
$179K - $200K
|
2.35K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-359- 0.95% |
$182K - $202K
|
37.3K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-362- 5.37% |
$184K - $204K
|
6.38K
$3.96M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-363- 0.91% |
$184K - $205K
|
39.5K
$24.6M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-364- 3.21% |
$185K - $205K
|
11K
$6.83M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-365- 13.09% |
$185K - $206K
|
2.42K
$1.51M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-365- 8.21% |
$185K - $206K
|
4.08K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-369- 0.93% |
$187K - $208K
|
39.4K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-370- 1.54% |
$188K - $209K
|
23.6K
$14.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-371- 4.18% |
$188K - $209K
|
8.5K
$5.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-371- 3.2% |
$188K - $209K
|
11.2K
$6.96M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-372- 6.84% |
$189K - $210K
|
5.07K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-375- 27.51% |
$190K - $211K
|
988
$614K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-381- 11.21% |
$193K - $215K
|
3.02K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-384- 1.12% |
$195K - $216K
|
33.9K
$21.1M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-384- 1.28% |
$195K - $216K
|
29.7K
$18.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-386- 9.48% |
$196K - $218K
|
3.68K
$2.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-388- 0.37% |
$197K - $219K
|
103K
$64.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-395- 2.46% |
$200K - $223K
|
15.6K
$9.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-395- 21.12% |
$200K - $223K
|
1.48K
$916K
|