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 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-2.48K- 13.94% |
$1.26M - $1.4M
|
15.3K
$8.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.49K- 14.1% |
$1.26M - $1.4M
|
15.2K
$8.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-2.55K- 15.33% |
$1.29M - $1.44M
|
14.1K
$7.73M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-2.59K- 4.98% |
$1.31M - $1.46M
|
49.4K
$27.1M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.59K- 50.56% |
$1.32M - $1.46M
|
2.54K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.6K- 9.77% |
$1.32M - $1.46M
|
24K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2.61K- 4.73% |
$1.32M - $1.47M
|
52.6K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
SELL
|
- |
-2.64K- 2.24% |
$1.34M - $1.49M
|
115K
$63.2M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.65K- 27.92% |
$1.34M - $1.49M
|
6.85K
$3.75M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.67K- 1.14% |
$1.35M - $1.51M
|
232K
$127M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.71K- 8.34% |
$1.37M - $1.53M
|
29.8K
$16.3M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2.73K- 2.34% |
$1.39M - $1.54M
|
114K
$62.6M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.78K- 4.65% |
$1.41M - $1.56M
|
56.9K
$31.2M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-2.79K- 25.85% |
$1.41M - $1.57M
|
7.99K
$4.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.83K- 8.66% |
$1.43M - $1.6M
|
29.9K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.85K- 8.91% |
$1.45M - $1.61M
|
29.2K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.88K- 4.15% |
$1.46M - $1.62M
|
66.6K
$36.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.89K- 1.07% |
$1.46M - $1.63M
|
267K
$146M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-3K- 19.43% |
$1.52M - $1.69M
|
12.4K
$6.81M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.01K- 7.61% |
$1.53M - $1.7M
|
36.6K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.04K- 1.15% |
$1.54M - $1.71M
|
260K
$143M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.06K- 11.86% |
$1.55M - $1.72M
|
22.7K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.08K- 5.95% |
$1.56M - $1.73M
|
48.7K
$26.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-3.08K- 31.76% |
$1.56M - $1.74M
|
6.62K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.1K- 9.9% |
$1.57M - $1.75M
|
28.2K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.14K- 6.83% |
$1.59M - $1.77M
|
42.8K
$23.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-3.14K- 25.75% |
$1.59M - $1.77M
|
9.06K
$4.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.14K- 18.9% |
$1.59M - $1.77M
|
13.5K
$7.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-3.19K- 18.0% |
$1.62M - $1.8M
|
14.5K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-3.2K- 7.2% |
$1.62M - $1.8M
|
41.2K
$22.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-3.2KClosed |
$1.62M - $1.8M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-3.25K- 80.23% |
$1.65M - $1.83M
|
801
$439K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.31K- 0.68% |
$1.68M - $1.87M
|
482K
$264M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.35K- 10.89% |
$1.7M - $1.89M
|
27.4K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-3.39K- 2.03% |
$1.72M - $1.91M
|
163K
$89.4M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-3.42K- 74.76% |
$1.73M - $1.93M
|
1.15K
$632K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.52K- 7.92% |
$1.78M - $1.98M
|
40.9K
$22.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.53K- 19.45% |
$1.79M - $1.99M
|
14.6K
$8.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.54K- 21.56% |
$1.79M - $1.99M
|
12.9K
$7.05M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.55K- 4.12% |
$1.8M - $2M
|
82.6K
$45.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-3.58K- 17.3% |
$1.82M - $2.02M
|
17.1K
$9.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.62K- 14.05% |
$1.84M - $2.04M
|
22.2K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.72K- 6.38% |
$1.89M - $2.1M
|
54.6K
$29.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.73K- 6.64% |
$1.89M - $2.1M
|
52.4K
$28.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.77K- 9.93% |
$1.91M - $2.12M
|
34.2K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.79K- 68.17% |
$1.92M - $2.14M
|
1.77K
$969K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.81K- 5.19% |
$1.93M - $2.14M
|
69.6K
$38.1M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.81K- 12.67% |
$1.93M - $2.15M
|
26.3K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.84K- 51.11% |
$1.95M - $2.16M
|
3.67K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-3.87K- 86.18% |
$1.96M - $2.18M
|
620
$340K
|