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 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-54- 5.89% |
$27.4K - $30.4K
|
863
$510K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-54- 4.24% |
$27.4K - $30.4K
|
1.22K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-54- 4.09% |
$27.4K - $30.4K
|
1.27K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-54- 1.24% |
$27.4K - $30.4K
|
4.32K
$2.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 7.04% |
$27.9K - $31K
|
726
$429K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-55- 0.76% |
$27.9K - $31K
|
7.2K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-55- 6.52% |
$27.9K - $31K
|
789
$467K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-55- 1.48% |
$27.9K - $31K
|
3.67K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-56- 5.39% |
$28.4K - $31.6K
|
983
$581K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-56- 3.59% |
$28.4K - $31.6K
|
1.51K
$890K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-56- 11.5% |
$28.4K - $31.6K
|
431
$255K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-57- 0.21% |
$28.9K - $32.1K
|
27K
$16M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-57- 2.95% |
$28.9K - $32.1K
|
1.88K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-58- 0.77% |
$29.4K - $32.7K
|
7.49K
$4.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-59- 0.51% |
$29.9K - $33.3K
|
11.4K
$6.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-59- 5.58% |
$29.9K - $33.3K
|
999
$591K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-60- 2.38% |
$30.4K - $33.8K
|
2.46K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-60- 10.0% |
$30.4K - $33.8K
|
540
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-61- 6.76% |
$30.9K - $34.4K
|
842
$498K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-62- 3.69% |
$31.4K - $34.9K
|
1.62K
$957K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-62- 1.09% |
$31.4K - $34.9K
|
5.62K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-62- 8.09% |
$31.4K - $34.9K
|
704
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-63- 4.82% |
$31.9K - $35.5K
|
1.24K
$736K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-64- 0.22% |
$32.5K - $36.1K
|
29.5K
$17.5M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-64- 2.99% |
$32.5K - $36.1K
|
2.08K
$1.23M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-64- 4.04% |
$32.5K - $36.1K
|
1.52K
$900K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 3.25% |
$32.5K - $36.1K
|
1.91K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-65- 7.47% |
$33K - $36.6K
|
805
$476K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-66- 10.33% |
$33.5K - $37.2K
|
573
$339K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-67- 20.24% |
$34K - $37.8K
|
264
$156K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-67- 5.05% |
$34K - $37.8K
|
1.26K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-67- 1.02% |
$34K - $37.8K
|
6.53K
$3.86M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-68- 10.21% |
$34.5K - $38.3K
|
598
$354K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-69- 6.11% |
$35K - $38.9K
|
1.06K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-69- 12.61% |
$35K - $38.9K
|
478
$283K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-70- 1.07% |
$35.5K - $39.5K
|
6.47K
$3.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-70- 0.18% |
$35.5K - $39.5K
|
38.9K
$23M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-70- 0.98% |
$35.5K - $39.5K
|
7.05K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-70- 0.36% |
$35.5K - $39.5K
|
19.3K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-71- 25.54% |
$36K - $40K
|
207
$122K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-72- 8.42% |
$36.5K - $40.6K
|
783
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-72- 40.91% |
$36.5K - $40.6K
|
104
$61.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-72- 3.38% |
$36.5K - $40.6K
|
2.06K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-72- 1.75% |
$36.5K - $40.6K
|
4.04K
$2.39M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-75- 7.98% |
$38K - $42.3K
|
865
$511K
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-75- 8.94% |
$38K - $42.3K
|
764
$452K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-75- 4.93% |
$38K - $42.3K
|
1.45K
$856K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-76- 2.74% |
$38.5K - $42.8K
|
2.7K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-76- 0.75% |
$38.5K - $42.8K
|
10.1K
$5.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-76- 15.2% |
$38.5K - $42.8K
|
424
$251K
|