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 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-3.88K- 5.61% |
$1.97M - $2.19M
|
65.3K
$35.8M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.9K- 0.92% |
$1.98M - $2.2M
|
418K
$229M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.95K- 56.01% |
$2M - $2.22M
|
3.1K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.15K- 1.68% |
$2.1M - $2.34M
|
244K
$133M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-4.17K- 8.56% |
$2.11M - $2.35M
|
44.6K
$24.4M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-4.2K- 13.88% |
$2.13M - $2.37M
|
26.1K
$14.3M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-4.24K- 2.72% |
$2.15M - $2.39M
|
152K
$83.1M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-4.25K- 14.59% |
$2.15M - $2.4M
|
24.9K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4.28K- 3.29% |
$2.17M - $2.41M
|
126K
$68.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.39K- 50.07% |
$2.22M - $2.47M
|
4.37K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4.39K- 59.58% |
$2.23M - $2.48M
|
2.98K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Ardmore Road Asset Management LP
New York, NY |
SELL
|
- |
-4.4K- 61.97% |
$2.23M - $2.48M
|
2.7K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.48K- 15.24% |
$2.27M - $2.52M
|
24.9K
$13.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.56K- 45.28% |
$2.31M - $2.57M
|
5.51K
$3.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.59K- 49.06% |
$2.32M - $2.58M
|
4.76K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.63K- 3.07% |
$2.35M - $2.61M
|
147K
$80.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.65K- 28.94% |
$2.36M - $2.62M
|
11.4K
$6.26M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.66K- 12.46% |
$2.36M - $2.63M
|
32.7K
$17.9M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-4.67K- 5.31% |
$2.37M - $2.63M
|
83.4K
$45.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.79K- 1.3% |
$2.43M - $2.7M
|
364K
$199M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.87K- 1.63% |
$2.47M - $2.75M
|
293K
$161M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-4.89K- 2.94% |
$2.48M - $2.76M
|
162K
$88.7M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-4.94K- 10.04% |
$2.51M - $2.79M
|
44.3K
$24.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.99K- 63.85% |
$2.53M - $2.81M
|
2.83K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-5K- 26.04% |
$2.53M - $2.82M
|
14.2K
$7.78M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.15K- 35.79% |
$2.61M - $2.91M
|
9.25K
$5.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-5.24K- 40.09% |
$2.66M - $2.96M
|
7.84K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-5.27K- 1.13% |
$2.67M - $2.97M
|
462K
$253M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-5.33K- 7.86% |
$2.7M - $3.01M
|
62.5K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-5.39K- 7.6% |
$2.73M - $3.04M
|
65.6K
$35.9M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.4K- 9.11% |
$2.74M - $3.04M
|
53.9K
$29.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.5K- 4.6% |
$2.79M - $3.1M
|
114K
$62.5M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield University
|
SELL
|
- |
-5.53K- 1.85% |
$2.8M - $3.12M
|
293K
$161M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.71K- 7.44% |
$2.89M - $3.22M
|
71K
$38.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.72K- 0.49% |
$2.9M - $3.22M
|
1.17M
$640M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.8K- 51.41% |
$2.94M - $3.27M
|
5.49K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.82K- 23.87% |
$2.95M - $3.28M
|
18.5K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.88K- 5.79% |
$2.98M - $3.31M
|
95.7K
$52.4M
|
|
|
May 13, 2025
Q1 2025
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-5.95K- 6.72% |
$3.02M - $3.35M
|
82.6K
$45.3M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-5.97K- 6.14% |
$3.03M - $3.36M
|
91.3K
$50M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.97K- 14.28% |
$3.03M - $3.36M
|
35.8K
$19.6M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-5.99K- 89.14% |
$3.04M - $3.38M
|
730
$400K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6K- 8.56% |
$3.04M - $3.38M
|
64.1K
$35.1M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.06K- 30.7% |
$3.07M - $3.42M
|
13.7K
$7.5M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-6.14K- 55.22% |
$3.11M - $3.46M
|
4.98K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.15K- 0.75% |
$3.12M - $3.47M
|
814K
$446M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-6.25K- 2.13% |
$3.17M - $3.52M
|
287K
$157M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.25K- 2.02% |
$3.17M - $3.52M
|
303K
$166M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.36K- 19.58% |
$3.23M - $3.59M
|
26.1K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6.4K- 33.38% |
$3.24M - $3.61M
|
12.8K
$7M
|