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 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-13- 0.17% |
$6.59K - $7.33K
|
7.6K
$4.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13- 4.92% |
$6.59K - $7.33K
|
251
$148K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-13- 1.1% |
$6.59K - $7.33K
|
1.17K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-13- 32.5% |
$6.59K - $7.33K
|
27
$16K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-13- 1.02% |
$6.59K - $7.33K
|
1.26K
$744K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-13- 3.19% |
$6.59K - $7.33K
|
395
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-14- 1.82% |
$7.1K - $7.89K
|
754
$446K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-14- 1.35% |
$7.1K - $7.89K
|
1.02K
$603K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-14- 0.48% |
$7.1K - $7.89K
|
2.91K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-14- 0.6% |
$7.1K - $7.89K
|
2.32K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-14- 0.51% |
$7.1K - $7.89K
|
2.74K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14- 1.79% |
$7.1K - $7.89K
|
766
$453K
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-15- 1.28% |
$7.61K - $8.46K
|
1.16K
$686K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-15- 1.04% |
$7.61K - $8.46K
|
1.43K
$845K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-15- 0.68% |
$7.61K - $8.46K
|
2.19K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-15- 2.21% |
$7.61K - $8.46K
|
665
$393K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-15- 1.0% |
$7.61K - $8.46K
|
1.49K
$881K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-16- 0.02% |
$8.11K - $9.02K
|
87.9K
$52M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-16- 0.48% |
$8.11K - $9.02K
|
3.34K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.37% |
$8.62K - $9.58K
|
4.58K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-17- 10.83% |
$8.62K - $9.58K
|
140
$82.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-17- 0.69% |
$8.62K - $9.58K
|
2.46K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-17- 0.19% |
$8.62K - $9.58K
|
9.15K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-17- 1.33% |
$8.62K - $9.58K
|
1.27K
$748K
|
|
|
Aug 20, 2025
Q1 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-17- 0.85% |
$8.62K - $9.58K
|
1.99K
$1.18M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-18- 0.29% |
$9.13K - $10.1K
|
6.21K
$3.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-18- 1.9% |
$9.13K - $10.1K
|
928
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-18- 0.13% |
$9.13K - $10.1K
|
14.4K
$8.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-18- 1.92% |
$9.13K - $10.1K
|
918
$543K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 3.66% |
$9.13K - $10.1K
|
474
$280K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-18- 3.85% |
$9.13K - $10.1K
|
450
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-19- 1.34% |
$9.63K - $10.7K
|
1.4K
$826K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-19- 2.41% |
$9.63K - $10.7K
|
768
$454K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-19- 0.6% |
$9.63K - $10.7K
|
3.14K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-19- 2.22% |
$9.63K - $10.7K
|
836
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-20- 1.2% |
$10.1K - $11.3K
|
1.65K
$974K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-20- 0.73% |
$10.1K - $11.3K
|
2.73K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Drystone LLC
|
SELL
|
- |
-20- 3.36% |
$10.1K - $11.3K
|
575
$340K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-20- 1.85% |
$10.1K - $11.3K
|
1.06K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-20- 0.51% |
$10.1K - $11.3K
|
3.9K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-21- 3.6% |
$10.6K - $11.8K
|
563
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-22- 3.28% |
$11.2K - $12.4K
|
649
$384K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-22- 3.11% |
$11.2K - $12.4K
|
686
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-22- 0.35% |
$11.2K - $12.4K
|
6.24K
$3.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-22- 38.6% |
$11.2K - $12.4K
|
35
$20.7K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-22- 1.68% |
$11.2K - $12.4K
|
1.28K
$759K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-23- 3.51% |
$11.7K - $13K
|
632
$374K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.03% |
$11.7K - $13K
|
90.4K
$53.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-23- 7.37% |
$11.7K - $13K
|
289
$171K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-23- 0.22% |
$11.7K - $13K
|
10.6K
$6.25M
|