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
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-134- 0.31% |
$67.9K - $75.5K
|
43K
$25.4M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-134- 48.91% |
$67.9K - $75.5K
|
140
$82.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-135- 25.09% |
$68.5K - $76.1K
|
403
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-136- 9.8% |
$69K - $76.7K
|
1.25K
$740K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-139- 12.76% |
$70.5K - $78.4K
|
950
$562K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-140- 1.24% |
$71K - $78.9K
|
11.2K
$6.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-140- 1.85% |
$71K - $78.9K
|
7.44K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-142- 4.91% |
$72K - $80K
|
2.75K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-147- 1.34% |
$74.5K - $82.9K
|
10.8K
$6.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-148- 3.11% |
$75K - $83.4K
|
4.62K
$2.73M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-148- 12.87% |
$75K - $83.4K
|
1K
$592K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-150- 5.79% |
$76.1K - $84.6K
|
2.44K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-150- 9.62% |
$76.1K - $84.6K
|
1.41K
$834K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-150- 8.69% |
$76.1K - $84.6K
|
1.58K
$932K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-150- 3.84% |
$76.1K - $84.6K
|
3.76K
$2.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-151- 0.85% |
$76.6K - $85.1K
|
17.6K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-153- 1.94% |
$77.6K - $86.2K
|
7.73K
$4.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-155- 21.15% |
$78.6K - $87.4K
|
578
$342K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-158- 4.97% |
$80.1K - $89.1K
|
3.02K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-159- 5.24% |
$80.6K - $89.6K
|
2.88K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-161- 2.38% |
$81.6K - $90.8K
|
6.6K
$3.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-162- 3.31% |
$82.1K - $91.3K
|
4.73K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-162- 3.96% |
$82.1K - $91.3K
|
3.93K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-162- 2.55% |
$82.1K - $91.3K
|
6.19K
$3.66M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-163- 0.41% |
$82.6K - $91.9K
|
39.8K
$23.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-163- 4.96% |
$82.6K - $91.9K
|
3.13K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-163- 4.74% |
$82.6K - $91.9K
|
3.28K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-164- 0.38% |
$83.2K - $92.4K
|
43.2K
$25.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-164- 0.39% |
$83.2K - $92.4K
|
41.9K
$24.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-164- 18.68% |
$83.2K - $92.4K
|
714
$422K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-166- 0.47% |
$84.2K - $93.6K
|
35.3K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-166- 3.24% |
$84.2K - $93.6K
|
4.95K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-167- 25.54% |
$84.7K - $94.1K
|
487
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-170- 5.13% |
$86.2K - $95.8K
|
3.15K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-171- 3.93% |
$86.7K - $96.4K
|
4.18K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-173- 2.29% |
$87.7K - $97.5K
|
7.39K
$4.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-173- 5.54% |
$87.7K - $97.5K
|
2.95K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-173- 3.55% |
$87.7K - $97.5K
|
4.7K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-173- 11.05% |
$87.7K - $97.5K
|
1.39K
$823K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-174- 6.71% |
$88.2K - $98.1K
|
2.42K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-175- 0.61% |
$88.7K - $98.6K
|
28.4K
$16.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-177- 1.05% |
$89.7K - $99.8K
|
16.6K
$9.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-177- 0.41% |
$89.7K - $99.8K
|
42.8K
$25.3M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-178- 0.66% |
$90.3K - $100K
|
26.9K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-181- 22.29% |
$91.8K - $102K
|
631
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-181- 6.17% |
$91.8K - $102K
|
2.75K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-181- 0.9% |
$91.8K - $102K
|
19.8K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-181- 31.42% |
$91.8K - $102K
|
395
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-182- 1.09% |
$92.3K - $103K
|
16.5K
$9.75M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-183- 16.7% |
$92.8K - $103K
|
913
$540K
|