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 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.69K- 4.19% |
$855K - $951K
|
38.5K
$21.1M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.69K- 1.95% |
$856K - $952K
|
85.1K
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.69K- 33.91% |
$859K - $955K
|
3.3K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.7K- 9.86% |
$859K - $955K
|
15.5K
$8.49M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-1.7K- 7.82% |
$862K - $959K
|
20K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-1.7K- 7.82% |
$862K - $959K
|
20K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.75K- 7.28% |
$887K - $986K
|
22.3K
$12.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.76K- 1.46% |
$890K - $990K
|
118K
$64.8M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.76K- 1.97% |
$891K - $990K
|
87.3K
$47.9M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.77K- 62.75% |
$897K - $997K
|
1.05K
$575K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.86K- 7.34% |
$944K - $1.05M
|
23.5K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.88K- 62.11% |
$954K - $1.06M
|
1.15K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.89K- 7.9% |
$956K - $1.06M
|
22K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.89K- 4.94% |
$958K - $1.07M
|
36.3K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.89K- 2.01% |
$960K - $1.07M
|
92.4K
$50.7M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.91K- 16.55% |
$968K - $1.08M
|
9.62K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.94K- 28.88% |
$986K - $1.1M
|
4.79K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.95K- 2.95% |
$988K - $1.1M
|
64K
$35.1M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.95K- 3.03% |
$988K - $1.1M
|
62.4K
$34.2M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.95K- 19.29% |
$989K - $1.1M
|
8.16K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.96K- 6.63% |
$993K - $1.1M
|
27.6K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-1.99K- 1.96% |
$1.01M - $1.12M
|
99.4K
$54.5M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.99K- 2.58% |
$1.01M - $1.12M
|
75.2K
$41.2M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2K- 29.65% |
$1.02M - $1.13M
|
4.75K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.01K- 5.84% |
$1.02M - $1.13M
|
32.3K
$17.7M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.01K- 0.77% |
$1.02M - $1.14M
|
261K
$143M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-2.03K- 13.07% |
$1.03M - $1.14M
|
13.5K
$7.39M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.08K- 10.97% |
$1.05M - $1.17M
|
16.8K
$9.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-2.08K- 3.19% |
$1.05M - $1.17M
|
63.2K
$34.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.13K- 10.0% |
$1.08M - $1.2M
|
19.1K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.17K- 2.66% |
$1.1M - $1.22M
|
79.4K
$43.5M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.19K- 8.01% |
$1.11M - $1.23M
|
25.1K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-2.2K- 4.34% |
$1.11M - $1.24M
|
48.4K
$26.5M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2.21K- 11.6% |
$1.12M - $1.25M
|
16.8K
$9.23M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.22K- 4.07% |
$1.13M - $1.25M
|
52.3K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-2.22K- 9.72% |
$1.13M - $1.25M
|
20.6K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.22K- 15.37% |
$1.13M - $1.25M
|
12.2K
$6.71M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.24K- 59.34% |
$1.14M - $1.26M
|
1.54K
$842K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.26K- 1.89% |
$1.15M - $1.27M
|
117K
$64.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.26K- 46.6% |
$1.15M - $1.27M
|
2.59K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.3K- 28.72% |
$1.17M - $1.3M
|
5.71K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-2.3K- 1.75% |
$1.17M - $1.3M
|
129K
$70.7M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.34K- 33.56% |
$1.19M - $1.32M
|
4.64K
$2.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-2.35K- 5.23% |
$1.19M - $1.32M
|
42.5K
$23.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.35K- 58.88% |
$1.19M - $1.32M
|
1.64K
$899K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-2.38K- 12.59% |
$1.21M - $1.34M
|
16.5K
$9.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
SELL
|
- |
-2.4K- 0.62% |
$1.22M - $1.35M
|
385K
$211M
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.41K- 16.24% |
$1.22M - $1.36M
|
12.4K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 5.83% |
$1.23M - $1.37M
|
39.3K
$21.6M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.46K- 7.5% |
$1.25M - $1.38M
|
30.3K
$16.6M
|