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 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
SELL
|
- |
-1.2K- 27.65% |
$608K - $676K
|
3.14K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.2K- 24.46% |
$609K - $677K
|
3.71K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-1.2K- 23.12% |
$610K - $678K
|
4K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.21K- 6.98% |
$614K - $683K
|
16.1K
$8.84M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.22K- 14.78% |
$620K - $689K
|
7.05K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-1.22K- 4.37% |
$620K - $689K
|
26.8K
$14.7M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.23K- 12.29% |
$624K - $693K
|
8.78K
$4.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.24K- 1.09% |
$631K - $701K
|
113K
$62.1M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.25K- 35.04% |
$632K - $703K
|
2.31K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.25K- 27.83% |
$634K - $705K
|
3.24K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.25K- 1.22% |
$635K - $706K
|
102K
$55.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.26K- 41.04% |
$638K - $709K
|
1.81K
$990K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-1.28K- 22.64% |
$646K - $719K
|
4.36K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.28K- 43.48% |
$647K - $719K
|
1.66K
$909K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.28K- 4.9% |
$650K - $723K
|
24.9K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.34K- 9.71% |
$679K - $755K
|
12.5K
$6.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.34K- 12.81% |
$681K - $758K
|
9.15K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.35K- 12.99% |
$687K - $763K
|
9.07K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.36K- 25.51% |
$688K - $764K
|
3.96K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.36K- 3.28% |
$690K - $767K
|
40.1K
$22M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.37K- 29.14% |
$696K - $773K
|
3.34K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.38K- 20.98% |
$699K - $777K
|
5.19K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-1.39K- 4.77% |
$702K - $781K
|
27.6K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 12.27% |
$707K - $786K
|
9.96K
$5.46M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.4K- 29.73% |
$710K - $790K
|
3.31K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.41K- 18.64% |
$714K - $794K
|
6.15K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.42K- 5.56% |
$718K - $799K
|
24.1K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.42K- 0.84% |
$720K - $800K
|
167K
$91.3M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.42K- 0.81% |
$721K - $802K
|
174K
$95.6M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.43K- 2.3% |
$723K - $804K
|
60.6K
$33.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-1.44K- 7.02% |
$732K - $814K
|
19.1K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.45K- 78.32% |
$736K - $818K
|
402
$220K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.46K- 6.89% |
$739K - $822K
|
19.7K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.49K- 5.17% |
$754K - $838K
|
27.3K
$14.9M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.49K- 8.94% |
$754K - $839K
|
15.2K
$8.31M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.5K- 1.22% |
$761K - $846K
|
121K
$66.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.5K- 1.33% |
$762K - $847K
|
111K
$60.9M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.51K- 20.77% |
$767K - $853K
|
5.77K
$3.16M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.53K- 1.13% |
$775K - $861K
|
134K
$73.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.54K- 19.29% |
$782K - $869K
|
6.45K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-1.54K- 7.35% |
$782K - $869K
|
19.4K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.56K- 64.52% |
$788K - $877K
|
855
$469K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.56K- 3.06% |
$789K - $877K
|
49.2K
$27M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.58K- 8.89% |
$799K - $888K
|
16.2K
$8.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.58K- 47.72% |
$800K - $889K
|
1.73K
$947K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.62K- 2.77% |
$823K - $915K
|
57.1K
$31.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.65K- 0.41% |
$835K - $928K
|
396K
$217M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.66K- 11.28% |
$842K - $936K
|
13.1K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.66K- 1.95% |
$842K - $936K
|
83.3K
$45.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.66K- 10.65% |
$842K - $936K
|
13.9K
$7.64M
|