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 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-184- 16.74% |
$93.3K - $104K
|
915
$541K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-185- 16.89% |
$93.8K - $104K
|
910
$538K
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-185- 9.66% |
$93.8K - $104K
|
1.73K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-187- 2.31% |
$94.8K - $105K
|
7.89K
$4.67M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-189- 1.34% |
$95.8K - $107K
|
13.9K
$8.2M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-189- 2.83% |
$95.8K - $107K
|
6.5K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-189- 2.98% |
$95.8K - $107K
|
6.15K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-190- 39.58% |
$96.3K - $107K
|
290
$171K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 23.82% |
$96.8K - $108K
|
611
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-193- 9.37% |
$97.9K - $109K
|
1.87K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-194- 3.68% |
$98.4K - $109K
|
5.07K
$3M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-194- 4.66% |
$98.4K - $109K
|
3.97K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
SELL
|
- |
-194- 1.21% |
$98.4K - $109K
|
15.8K
$9.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-195- 1.98% |
$98.9K - $110K
|
9.63K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-195- 5.39% |
$98.9K - $110K
|
3.42K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-198- 1.88% |
$100K - $112K
|
10.3K
$6.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-199- 4.28% |
$101K - $112K
|
4.45K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-199- 5.88% |
$101K - $112K
|
3.19K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 10.05% |
$101K - $113K
|
1.79K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-200- 9.95% |
$101K - $113K
|
1.81K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-202- 2.93% |
$102K - $114K
|
6.7K
$3.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-205- 30.42% |
$104K - $116K
|
469
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-207- 30.26% |
$105K - $117K
|
477
$282K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-210- 78.65% |
$106K - $118K
|
57
$33.7K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-210- 4.28% |
$106K - $118K
|
4.7K
$2.78M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-213- 2.48% |
$108K - $120K
|
8.38K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-213- 33.07% |
$108K - $120K
|
431
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-216- 9.31% |
$110K - $122K
|
2.11K
$1.24M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-217- 35.28% |
$110K - $122K
|
398
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-218- 2.19% |
$111K - $123K
|
9.72K
$5.75M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-218- 10.89% |
$111K - $123K
|
1.78K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-221- 7.02% |
$112K - $125K
|
2.93K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-226- 11.04% |
$115K - $127K
|
1.82K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-226- 1.71% |
$115K - $127K
|
13K
$7.68M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-227- 3.99% |
$115K - $128K
|
5.46K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-227- 35.8% |
$115K - $128K
|
407
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-230- 27.45% |
$117K - $130K
|
608
$360K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-230- 2.11% |
$117K - $130K
|
10.7K
$6.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-231- 34.84% |
$117K - $130K
|
432
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-232- 36.48% |
$118K - $131K
|
404
$239K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-235- 7.46% |
$119K - $132K
|
2.92K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-236- 0.57% |
$120K - $133K
|
41K
$24.2M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-236- 3.65% |
$120K - $133K
|
6.23K
$3.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-238- 30.28% |
$121K - $134K
|
548
$324K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-239- 1.51% |
$121K - $135K
|
15.5K
$9.19M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-242- 1.24% |
$123K - $136K
|
19.4K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-243- 2.59% |
$123K - $137K
|
9.14K
$5.4M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-244- 9.87% |
$124K - $138K
|
2.23K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-246- 1.97% |
$125K - $139K
|
12.2K
$7.24M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-249- 2.6% |
$126K - $140K
|
9.33K
$5.51M
|