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 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-898- 1.15% |
$455K - $506K
|
77K
$42.2M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-901- 19.81% |
$457K - $508K
|
3.65K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-910- 7.51% |
$461K - $513K
|
11.2K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-910- 21.37% |
$461K - $513K
|
3.35K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-912- 1.58% |
$462K - $514K
|
56.9K
$31.2M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-914- 61.55% |
$463K - $515K
|
571
$313K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-918- 7.18% |
$465K - $517K
|
11.9K
$6.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-928- 4.18% |
$471K - $523K
|
21.3K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-932- 9.3% |
$473K - $525K
|
9.09K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-933- 7.01% |
$473K - $526K
|
12.4K
$6.78M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-942- 2.11% |
$478K - $531K
|
43.8K
$24M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-951- 22.88% |
$482K - $536K
|
3.21K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-953- 1.01% |
$483K - $537K
|
93.2K
$51.1M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-960- 3.0% |
$487K - $541K
|
31.1K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-979- 5.16% |
$496K - $552K
|
18K
$9.86M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-985- 4.15% |
$499K - $555K
|
22.7K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-987- 13.25% |
$500K - $556K
|
6.46K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-987- 7.35% |
$500K - $556K
|
12.4K
$6.81M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-990- 9.54% |
$502K - $558K
|
9.38K
$5.14M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-995- 22.78% |
$505K - $561K
|
3.37K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 1.05% |
$513K - $570K
|
95.2K
$52.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.01K- 10.44% |
$514K - $571K
|
8.69K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 1.43% |
$514K - $571K
|
69.8K
$38.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-1.04K- 12.75% |
$525K - $583K
|
7.08K
$3.88M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-1.04K- 31.61% |
$525K - $583K
|
2.24K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.04K- 0.19% |
$528K - $587K
|
550K
$301M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.06K- 21.74% |
$536K - $596K
|
3.81K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 9.15% |
$541K - $601K
|
10.6K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Kearns & Associates LLC
|
SELL
|
- |
-1.07K- 1.16% |
$543K - $603K
|
91.5K
$50.1M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.08K- 7.76% |
$545K - $606K
|
12.8K
$7M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-1.08K- 5.12% |
$549K - $610K
|
20.1K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.09K- 2.27% |
$551K - $612K
|
46.7K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.09K- 68.09% |
$552K - $613K
|
510
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 49.06% |
$553K - $615K
|
1.13K
$621K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.1K- 46.42% |
$556K - $618K
|
1.27K
$694K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-1.1K- 48.59% |
$557K - $619K
|
1.16K
$637K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.1K- 46.29% |
$559K - $622K
|
1.28K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.11K- 94.71% |
$563K - $626K
|
62
$34K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.12K- 31.93% |
$567K - $631K
|
2.39K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.12K- 6.21% |
$570K - $634K
|
17K
$9.3M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.13K- 7.71% |
$571K - $635K
|
13.5K
$7.39M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.15K- 1.7% |
$583K - $648K
|
66.6K
$36.5M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.16K- 2.94% |
$587K - $652K
|
38.2K
$20.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.17K- 4.33% |
$591K - $657K
|
25.8K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-1.17K- 4.71% |
$592K - $658K
|
23.6K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.17K- 23.24% |
$592K - $658K
|
3.86K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.18K- 8.19% |
$596K - $663K
|
13.2K
$7.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.19K- 53.28% |
$602K - $669K
|
1.04K
$570K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.19K- 4.49% |
$605K - $672K
|
25.4K
$13.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.2K- 7.96% |
$607K - $675K
|
13.8K
$7.59M
|