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
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 11.55% |
$3.31M - $3.68M
|
50K
$27.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-6.54K- 88.86% |
$3.32M - $3.69M
|
820
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-6.65K- 8.03% |
$3.37M - $3.75M
|
76.2K
$41.8M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.67K- 99.81% |
$3.38M - $3.76M
|
13
$7.12K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-6.68K- 41.02% |
$3.39M - $3.77M
|
9.61K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.7K- 12.07% |
$3.4M - $3.77M
|
48.8K
$26.7M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-6.75K- 49.45% |
$3.42M - $3.8M
|
6.9K
$3.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-6.8K- 5.27% |
$3.45M - $3.83M
|
122K
$67M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-6.81K- 0.78% |
$3.45M - $3.84M
|
871K
$477M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-6.84K- 26.4% |
$3.47M - $3.86M
|
19.1K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Globe Life Inc.
|
SELL
|
- |
-7.2K- 1.2% |
$3.65M - $4.06M
|
592K
$324M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.53K- 2.07% |
$3.82M - $4.24M
|
356K
$195M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-7.55K- 6.3% |
$3.83M - $4.26M
|
112K
$61.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-7.7K- 0.88% |
$3.91M - $4.34M
|
867K
$475M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-7.76K- 5.48% |
$3.93M - $4.37M
|
134K
$73.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-7.89K- 31.53% |
$4M - $4.45M
|
17.1K
$9.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.12K- 15.14% |
$4.12M - $4.57M
|
45.5K
$24.9M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-8.32K- 25.67% |
$4.22M - $4.69M
|
24.1K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8.38K- 7.44% |
$4.25M - $4.72M
|
104K
$57.1M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-8.51K- 19.12% |
$4.32M - $4.8M
|
36K
$19.7M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-8.68K- 2.99% |
$4.4M - $4.89M
|
282K
$155M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.7K- 7.69% |
$4.41M - $4.9M
|
104K
$57.2M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-8.87K- 8.63% |
$4.5M - $5M
|
94K
$51.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.88K- 9.99% |
$4.5M - $5M
|
80K
$43.8M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-9.13K- 40.9% |
$4.63M - $5.14M
|
13.2K
$7.23M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-9.48K- 34.32% |
$4.81M - $5.34M
|
18.1K
$9.94M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.55K- 0.56% |
$4.84M - $5.38M
|
1.69M
$927M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.6K- 20.99% |
$4.87M - $5.41M
|
36.1K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-9.61K- 67.43% |
$4.87M - $5.42M
|
4.64K
$2.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9.74K- 38.87% |
$4.94M - $5.49M
|
15.3K
$8.4M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.82K- 1.96% |
$4.98M - $5.53M
|
490K
$268M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.84K- 1.33% |
$4.99M - $5.55M
|
732K
$401M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-10.3K- 40.19% |
$5.2M - $5.78M
|
15.3K
$8.36M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-10.6K- 2.89% |
$5.37M - $5.97M
|
355K
$195M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-10.8K- 85.08% |
$5.5M - $6.11M
|
1.9K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-10.9K- 13.22% |
$5.53M - $6.14M
|
71.5K
$39.2M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-11K- 75.2% |
$5.59M - $6.21M
|
3.63K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 0.67% |
$5.6M - $6.23M
|
1.65M
$902M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.1K- 6.26% |
$5.65M - $6.28M
|
167K
$91.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.3K- 2.44% |
$5.72M - $6.35M
|
451K
$247M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-11.5K- 18.67% |
$5.83M - $6.48M
|
50.1K
$27.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.2K- 68.46% |
$6.19M - $6.88M
|
5.62K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-12.3K- 23.31% |
$6.23M - $6.93M
|
40.5K
$22.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.6K- 60.97% |
$6.4M - $7.12M
|
8.08K
$4.43M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.8K- 3.92% |
$6.47M - $7.19M
|
313K
$171M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.8K- 16.72% |
$6.47M - $7.2M
|
63.6K
$34.8M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-12.8K- 24.4% |
$6.5M - $7.23M
|
39.7K
$21.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 98.61% |
$6.56M - $7.29M
|
183
$100K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13K- 5.44% |
$6.58M - $7.31M
|
226K
$124M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-13.4K- 8.2% |
$6.8M - $7.56M
|
150K
$82.2M
|