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 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34.9K- 13.65% |
$17.7M - $19.7M
|
221K
$121M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.8K- 51.22% |
$18.2M - $20.2M
|
34.1K
$18.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-36K- 27.23% |
$18.2M - $20.3M
|
96.1K
$52.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36.3K- 8.14% |
$18.4M - $20.5M
|
410K
$224M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.4K- 7.91% |
$18.4M - $20.5M
|
423K
$232M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-40.1K- 68.7% |
$20.3M - $22.6M
|
18.3K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-45.3K- 85.99% |
$23M - $25.6M
|
7.39K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-45.5K- 73.97% |
$23.1M - $25.6M
|
16K
$8.77M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.8K- 12.76% |
$23.2M - $25.8M
|
313K
$172M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-47.2K- 96.25% |
$23.9M - $26.6M
|
1.84K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.7K- 20.78% |
$24.7M - $27.5M
|
186K
$102M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.1K- 2.81% |
$26.4M - $29.4M
|
1.8M
$986M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-52.4K- 45.19% |
$26.6M - $29.6M
|
63.6K
$34.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-52.9K- 97.01% |
$26.8M - $29.8M
|
1.63K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.1KClosed |
$28M - $31.1M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-56.1K- 51.85% |
$28.5M - $31.6M
|
52.1K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-58.2K- 93.09% |
$29.5M - $32.8M
|
4.32K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-63.4K- 11.35% |
$32.1M - $35.7M
|
495K
$271M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-66.3K- 76.56% |
$33.6M - $37.4M
|
20.3K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-72.1K- 98.56% |
$36.6M - $40.7M
|
1.05K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-72.5K- 55.18% |
$36.8M - $40.9M
|
58.9K
$32.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-76.3K- 42.53% |
$38.7M - $43M
|
103K
$56.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-80.6K- 12.03% |
$40.9M - $45.4M
|
590K
$323M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-88.4K- 82.62% |
$44.8M - $49.8M
|
18.6K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-89.8K- 71.16% |
$45.5M - $50.6M
|
36.4K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-90.2K- 68.84% |
$45.7M - $50.8M
|
40.8K
$22.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-94.2K- 98.69% |
$47.8M - $53.1M
|
1.26K
$688K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-96.9K- 27.91% |
$49.1M - $54.6M
|
250K
$137M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-143K- 50.31% |
$72.4M - $80.5M
|
141K
$77.3M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-160K- 70.71% |
$81M - $90.1M
|
66.2K
$36.3M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-174K- 95.57% |
$88.1M - $97.9M
|
8.06K
$4.42M
|
|
|
May 09, 2025
Q1 2025
|
E L Financial Corp LTD
|
SELL
|
- |
-174K- 10.5% |
$88.1M - $97.9M
|
1.48M
$811M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-212K- 12.17% |
$108M - $120M
|
1.53M
$839M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-212K- 14.42% |
$108M - $120M
|
1.26M
$690M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-221K- 42.88% |
$112M - $124M
|
294K
$161M
|
|
|
May 07, 2025
Q1 2025
|
New York Life Insurance CO
New York, NY |
SELL
|
- |
-246K- 39.84% |
$125M - $139M
|
372K
$204M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-273K- 13.02% |
$138M - $154M
|
1.82M
$998M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-309K- 50.74% |
$157M - $174M
|
300K
$164M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-358K- 99.84% |
$182M - $202M
|
585
$321K
|
|
|
May 14, 2025
Q1 2025
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-441K- 20.63% |
$224M - $249M
|
1.7M
$930M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-463K- 99.61% |
$235M - $261M
|
1.81K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-510K- 65.73% |
$258M - $287M
|
266K
$146M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-514K- 98.28% |
$261M - $290M
|
8.99K
$4.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-523K- 4.25% |
$265M - $295M
|
11.8M
$6.46B
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-549K- 72.44% |
$278M - $309M
|
209K
$114M
|
|
|
Apr 22, 2025
Q1 2025
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-600K- 92.31% |
$304M - $338M
|
50K
$27.4M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-719K- 97.67% |
$365M - $405M
|
17.1K
$9.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-848K- 99.81% |
$430M - $478M
|
1.65K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-976K- 99.93% |
$495M - $550M
|
678
$372K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.25M- 27.44% |
$634M - $705M
|
3.31M
$1.81B
|