Purchases and Sales Made in Q1 2025 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-24- 5.63% |
$8K - $9.24K
|
402
$150K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-26- 0.37% |
$8.67K - $10K
|
7.06K
$2.63M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-26- 3.04% |
$8.67K - $10K
|
828
$309K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 7.58% |
$8.67K - $10K
|
317
$118K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 2.42% |
$9K - $10.4K
|
1.09K
$406K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-27- 0.05% |
$9K - $10.4K
|
53.7K
$20M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-28- 3.87% |
$9.33K - $10.8K
|
695
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-32- 7.19% |
$10.7K - $12.3K
|
413
$154K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-33- 18.23% |
$11K - $12.7K
|
148
$55.2K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-33- 6.13% |
$11K - $12.7K
|
505
$189K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33- 3.63% |
$11K - $12.7K
|
875
$327K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-37- 2.75% |
$12.3K - $14.2K
|
1.31K
$489K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-41- 1.22% |
$13.7K - $15.8K
|
3.31K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-45- 4.45% |
$15K - $17.3K
|
967
$361K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-48- 4.11% |
$16K - $18.5K
|
1.12K
$418K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-49- 1.42% |
$16.3K - $18.9K
|
3.41K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-50- 1.34% |
$16.7K - $19.2K
|
3.68K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-50- 20.33% |
$16.7K - $19.2K
|
196
$73.2K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-50- 3.79% |
$16.7K - $19.2K
|
1.27K
$474K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-51- 1.14% |
$17K - $19.6K
|
4.42K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-57- 2.37% |
$19K - $21.9K
|
2.35K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-58- 5.31% |
$19.3K - $22.3K
|
1.03K
$386K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-62- 8.39% |
$20.7K - $23.9K
|
677
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-66- 1.56% |
$22K - $25.4K
|
4.16K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-71- 4.02% |
$23.7K - $27.3K
|
1.69K
$632K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-74- 13.36% |
$24.7K - $28.5K
|
480
$179K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 3.49% |
$25K - $28.9K
|
2.08K
$775K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-76- 4.36% |
$25.3K - $29.3K
|
1.67K
$623K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-82- 11.11% |
$27.3K - $31.6K
|
656
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-85- 0.96% |
$28.3K - $32.7K
|
8.8K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-107- 3.62% |
$35.7K - $41.2K
|
2.85K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-110- 42.97% |
$36.7K - $42.3K
|
146
$54.5K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-112- 0.8% |
$37.3K - $43.1K
|
13.9K
$5.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-121- 0.13% |
$40.3K - $46.6K
|
90.5K
$33.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-139- 50.0% |
$46.3K - $53.5K
|
139
$51.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-140- 16.36% |
$46.7K - $53.9K
|
716
$267K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-148- 0.66% |
$49.3K - $57K
|
22.1K
$8.25M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-153- 7.28% |
$51K - $58.9K
|
1.95K
$728K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-177- 5.79% |
$59K - $68.1K
|
2.88K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-180- 16.51% |
$60K - $69.3K
|
910
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-200- 21.41% |
$66.7K - $77K
|
734
$274K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-207- 0.95% |
$69K - $79.7K
|
21.5K
$8.02M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-208- 10.4% |
$69.3K - $80.1K
|
1.79K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-225- 6.55% |
$75K - $86.6K
|
3.21K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-244- 27.23% |
$81.3K - $93.9K
|
652
$243K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-248- 7.29% |
$82.7K - $95.5K
|
3.15K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-250- 9.21% |
$83.3K - $96.2K
|
2.46K
$920K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-264- 20.56% |
$88K - $102K
|
1.02K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-271Closed |
$90.3K - $104K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-280- 25.64% |
$93.3K - $108K
|
812
$303K
|