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 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-488- 11.32% |
$247K - $275K
|
3.82K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-495- 35.53% |
$251K - $279K
|
898
$492K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-499- 1.95% |
$253K - $281K
|
25.1K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-499- 0.38% |
$253K - $281K
|
131K
$72M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-499- 53.54% |
$253K - $281K
|
433
$237K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-499- 54.0% |
$253K - $281K
|
425
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-500- 33.24% |
$254K - $282K
|
1K
$550K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-503- 2.6% |
$255K - $284K
|
18.8K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-503- 50.81% |
$255K - $284K
|
487
$267K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-508- 31.09% |
$258K - $286K
|
1.13K
$617K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-517- 13.63% |
$262K - $291K
|
3.28K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-518- 40.22% |
$263K - $292K
|
770
$422K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-523- 1.98% |
$265K - $295K
|
25.9K
$14.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-524- 30.5% |
$266K - $295K
|
1.19K
$654K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-525- 1.34% |
$266K - $296K
|
38.8K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-526- 50.33% |
$267K - $296K
|
519
$284K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-529- 1.19% |
$268K - $298K
|
44K
$24.1M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-529- 1.49% |
$268K - $298K
|
35.1K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-530- 14.45% |
$269K - $299K
|
3.14K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-536- 33.48% |
$272K - $302K
|
1.07K
$584K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-540- 7.78% |
$274K - $304K
|
6.41K
$3.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-543- 5.06% |
$275K - $306K
|
10.2K
$5.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-544- 13.08% |
$276K - $307K
|
3.61K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-547- 8.39% |
$277K - $308K
|
5.98K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-550- 3.3% |
$279K - $310K
|
16.1K
$8.84M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-552- 2.07% |
$280K - $311K
|
26.1K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-562- 10.35% |
$285K - $317K
|
4.87K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-565- 37.12% |
$286K - $318K
|
957
$524K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-566- 11.75% |
$287K - $319K
|
4.25K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-566- 6.98% |
$287K - $319K
|
7.54K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-569- 51.54% |
$289K - $321K
|
535
$293K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-576- 51.38% |
$292K - $325K
|
545
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-579- 20.66% |
$294K - $326K
|
2.22K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-596- 13.57% |
$302K - $336K
|
3.8K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-600- 53.72% |
$304K - $338K
|
517
$283K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-601- 0.16% |
$305K - $339K
|
381K
$209M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-602- 2.3% |
$305K - $339K
|
25.6K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-604- 0.88% |
$306K - $340K
|
68.2K
$37.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-605- 13.2% |
$307K - $341K
|
3.98K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-611- 11.96% |
$310K - $344K
|
4.5K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-623- 3.82% |
$316K - $351K
|
15.7K
$8.6M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-642- 9.19% |
$326K - $362K
|
6.34K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-643- 6.55% |
$326K - $362K
|
9.17K
$5.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-649- 0.38% |
$329K - $366K
|
169K
$92.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-658- 0.73% |
$334K - $371K
|
89K
$48.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-661- 8.3% |
$335K - $373K
|
7.3K
$4M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-672- 96.69% |
$341K - $379K
|
23
$12.6K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-672- 14.53% |
$341K - $379K
|
3.95K
$2.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-673- 37.72% |
$341K - $379K
|
1.11K
$609K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-678- 32.32% |
$344K - $382K
|
1.42K
$778K
|