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 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-13.8K- 9.61% |
$7.01M - $7.8M
|
130K
$71.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 20.94% |
$7.41M - $8.24M
|
55.2K
$30.2M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-14.7K- 8.23% |
$7.47M - $8.31M
|
164K
$90.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-14.8K- 36.63% |
$7.53M - $8.37M
|
25.7K
$14.1M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-14.9K- 2.36% |
$7.56M - $8.41M
|
617K
$338M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-14.9K- 1.84% |
$7.57M - $8.42M
|
798K
$437M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-15K- 48.39% |
$7.6M - $8.44M
|
16K
$8.75M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-15.1K- 4.46% |
$7.65M - $8.51M
|
324K
$177M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-15.2K- 39.85% |
$7.68M - $8.54M
|
22.9K
$12.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.3K- 27.12% |
$7.74M - $8.6M
|
41K
$22.5M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.3K- 12.4% |
$7.78M - $8.65M
|
108K
$59.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-15.4K- 2.72% |
$7.83M - $8.7M
|
552K
$302M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15.7K- 67.15% |
$7.95M - $8.84M
|
7.67K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-16.3K- 13.7% |
$8.24M - $9.16M
|
102K
$56.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.4K- 13.03% |
$8.29M - $9.22M
|
109K
$59.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-17.4K- 88.71% |
$8.83M - $9.82M
|
2.22K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 6.81% |
$8.96M - $9.96M
|
242K
$133M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-17.7K- 48.2% |
$8.98M - $9.99M
|
19K
$10.4M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-17.7K- 46.24% |
$8.99M - $10M
|
20.6K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-18.1K- 63.44% |
$9.19M - $10.2M
|
10.4K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.3K- 2.08% |
$9.29M - $10.3M
|
861K
$472M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-18.6K- 34.38% |
$9.43M - $10.5M
|
35.5K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.6K- 72.66% |
$9.43M - $10.5M
|
7K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-19.1K- 8.76% |
$9.69M - $10.8M
|
199K
$109M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-19.2K- 18.17% |
$9.71M - $10.8M
|
86.3K
$47.3M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.2K- 96.26% |
$9.74M - $10.8M
|
747
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-19.5K- 7.19% |
$9.87M - $11M
|
251K
$138M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-20.6K- 25.74% |
$10.4M - $11.6M
|
59.4K
$32.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
SELL
|
- |
-21.1K- 7.14% |
$10.7M - $11.9M
|
275K
$150M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-21.4K- 93.62% |
$10.9M - $12.1M
|
1.46K
$800K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-23.1K- 0.91% |
$11.7M - $13M
|
2.53M
$1.39B
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.2K- 39.06% |
$11.8M - $13.1M
|
36.2K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-23.8K- 25.93% |
$12M - $13.4M
|
67.9K
$37.2M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 22.82% |
$12.1M - $13.5M
|
80.9K
$44.4M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-24.8K- 33.62% |
$12.6M - $14M
|
48.9K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-25.1K- 83.81% |
$12.7M - $14.1M
|
4.85K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-25.4K- 45.89% |
$12.9M - $14.3M
|
30K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-25.6K- 25.97% |
$13M - $14.4M
|
72.9K
$39.9M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-25.9K- 96.85% |
$13.1M - $14.6M
|
841
$461K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-26.3K- 4.11% |
$13.3M - $14.8M
|
612K
$336M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27K- 7.34% |
$13.7M - $15.2M
|
341K
$187M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-27.8K- 5.7% |
$14.1M - $15.7M
|
460K
$252M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-29.2K- 11.74% |
$14.8M - $16.5M
|
220K
$120M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-29.5K- 25.52% |
$14.9M - $16.6M
|
86K
$47.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.5K- 8.55% |
$15M - $16.6M
|
316K
$173M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-30K- 59.41% |
$15.2M - $16.9M
|
20.5K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-30.7K- 21.84% |
$15.6M - $17.3M
|
110K
$60.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-31.5K- 3.84% |
$16M - $17.8M
|
789K
$432M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-33.7K- 85.1% |
$17.1M - $19M
|
5.89K
$3.23M
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-34.6K- 25.78% |
$17.6M - $19.5M
|
99.7K
$54.7M
|