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
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-384- 1.28% |
$195K - $216K
|
29.7K
$16.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-386- 9.48% |
$196K - $218K
|
3.68K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-388- 0.37% |
$197K - $219K
|
103K
$56.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-395- 2.46% |
$200K - $223K
|
15.6K
$8.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-395- 21.12% |
$200K - $223K
|
1.48K
$808K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-400- 41.84% |
$203K - $225K
|
556
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-401- 3.1% |
$203K - $226K
|
12.5K
$6.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-402- 2.06% |
$204K - $227K
|
19.1K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-403- 24.15% |
$204K - $227K
|
1.27K
$694K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-406- 99.75% |
$206K - $229K
|
1
$548
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-407- 19.76% |
$206K - $229K
|
1.65K
$906K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-409- 35.05% |
$207K - $231K
|
758
$415K
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-409- 7.2% |
$207K - $231K
|
5.27K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-411- 1.49% |
$208K - $232K
|
27.2K
$14.9M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-411- 2.55% |
$208K - $232K
|
15.7K
$8.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-413- 27.05% |
$209K - $233K
|
1.11K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-415- 7.37% |
$210K - $234K
|
5.22K
$2.86M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-416- 4.84% |
$211K - $234K
|
8.18K
$4.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-419- 69.26% |
$212K - $236K
|
186
$102K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-422- 0.57% |
$214K - $238K
|
73.9K
$40.5M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-424- 10.24% |
$215K - $239K
|
3.72K
$2.04M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-424- 10.24% |
$215K - $239K
|
3.72K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-426- 16.4% |
$216K - $240K
|
2.17K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-426- 30.58% |
$216K - $240K
|
967
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-438- 7.36% |
$222K - $247K
|
5.51K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-438- 5.61% |
$222K - $247K
|
7.37K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-440- 19.21% |
$223K - $248K
|
1.85K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-444- 3.56% |
$225K - $250K
|
12K
$6.6M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-454- 4.08% |
$230K - $256K
|
10.7K
$5.85M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-454- 20.94% |
$230K - $256K
|
1.71K
$939K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-455- 38.36% |
$231K - $256K
|
731
$401K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-456- 40.53% |
$231K - $257K
|
669
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-460- 4.7% |
$233K - $259K
|
9.33K
$5.11M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-461- 5.67% |
$234K - $260K
|
7.67K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-463- 6.15% |
$235K - $261K
|
7.06K
$3.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-466- 4.09% |
$236K - $263K
|
10.9K
$5.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-468- 13.3% |
$237K - $264K
|
3.05K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-468- 2.74% |
$237K - $264K
|
16.6K
$9.12M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-468- 5.9% |
$237K - $264K
|
7.47K
$4.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-469- 18.09% |
$238K - $264K
|
2.12K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-471- 14.26% |
$239K - $265K
|
2.83K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-472- 1.16% |
$239K - $266K
|
40.1K
$22M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-474- 12.96% |
$240K - $267K
|
3.18K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-475- 52.95% |
$241K - $268K
|
422
$231K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-476- 1.4% |
$241K - $268K
|
33.5K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-483- 99.18% |
$245K - $272K
|
4
$2.19K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-483- 18.14% |
$245K - $272K
|
2.18K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-484- 2.76% |
$245K - $273K
|
17.1K
$9.36M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-484- 6.4% |
$245K - $273K
|
7.08K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-486- 50.94% |
$246K - $274K
|
468
$256K
|