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
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-679- 75.44% |
$344K - $383K
|
221
$121K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-683- 8.05% |
$346K - $385K
|
7.8K
$4.27M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-685- 10.14% |
$347K - $386K
|
6.07K
$3.33M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-691- 3.09% |
$350K - $389K
|
21.7K
$11.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-696- 46.12% |
$353K - $392K
|
813
$446K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-696- 31.41% |
$353K - $392K
|
1.52K
$833K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-698- 10.6% |
$354K - $393K
|
5.89K
$3.23M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-698- 5.56% |
$354K - $393K
|
11.9K
$6.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-700- 5.51% |
$355K - $395K
|
12K
$6.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-700- 47.55% |
$355K - $395K
|
772
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-712- 1.97% |
$361K - $401K
|
35.5K
$19.4M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-712- 54.23% |
$361K - $401K
|
601
$329K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-718- 22.31% |
$364K - $405K
|
2.5K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-723- 5.01% |
$367K - $408K
|
13.7K
$7.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-723- 3.95% |
$367K - $408K
|
17.6K
$9.63M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-724- 4.71% |
$367K - $408K
|
14.7K
$8.03M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-730- 0.27% |
$370K - $411K
|
271K
$148M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-744- 0.51% |
$377K - $419K
|
145K
$79.7M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-745- 13.34% |
$378K - $420K
|
4.84K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-746- 6.82% |
$378K - $420K
|
10.2K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-746- 5.2% |
$378K - $420K
|
13.6K
$7.45M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-747- 2.55% |
$379K - $421K
|
28.5K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-750- 8.06% |
$380K - $423K
|
8.55K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-757- 11.78% |
$384K - $427K
|
5.67K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-759- 3.5% |
$385K - $428K
|
20.9K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-759- 14.64% |
$385K - $428K
|
4.42K
$2.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-761- 35.02% |
$386K - $429K
|
1.41K
$774K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-771- 8.24% |
$391K - $435K
|
8.59K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-774- 3.65% |
$392K - $436K
|
20.4K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-774- 7.39% |
$392K - $436K
|
9.71K
$5.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-778- 1.87% |
$394K - $439K
|
40.8K
$22.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-780- 14.41% |
$395K - $440K
|
4.63K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-784- 2.33% |
$398K - $442K
|
32.8K
$18M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-785- 12.67% |
$398K - $442K
|
5.41K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-786- 3.1% |
$399K - $443K
|
24.6K
$13.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-786- 6.49% |
$399K - $443K
|
11.3K
$6.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-790- 35.89% |
$401K - $445K
|
1.41K
$773K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-792Closed |
$402K - $446K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-806- 2.76% |
$409K - $454K
|
28.4K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-810- 2.04% |
$411K - $457K
|
38.9K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-813- 3.15% |
$412K - $458K
|
25K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-818- 10.86% |
$415K - $461K
|
6.71K
$3.68M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-825- 0.47% |
$418K - $465K
|
174K
$95.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-844- 11.28% |
$428K - $476K
|
6.64K
$3.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-848- 1.47% |
$430K - $478K
|
56.9K
$31.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-862- 31.58% |
$437K - $486K
|
1.87K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-868- 24.06% |
$440K - $489K
|
2.74K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-871- 9.71% |
$442K - $491K
|
8.1K
$4.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-882- 57.31% |
$447K - $497K
|
657
$360K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-884- 2.88% |
$448K - $498K
|
29.8K
$16.3M
|