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 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-552- 2.07% |
$280K - $311K
|
26.1K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-562- 10.35% |
$285K - $317K
|
4.87K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-565- 37.12% |
$286K - $318K
|
957
$566K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-566- 11.75% |
$287K - $319K
|
4.25K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-566- 6.98% |
$287K - $319K
|
7.54K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-569- 51.54% |
$289K - $321K
|
535
$316K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-576- 51.38% |
$292K - $325K
|
545
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-579- 20.66% |
$294K - $326K
|
2.22K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-596- 13.57% |
$302K - $336K
|
3.8K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-600- 53.72% |
$304K - $338K
|
517
$306K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-601- 0.16% |
$305K - $339K
|
381K
$226M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-602- 2.3% |
$305K - $339K
|
25.6K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-604- 0.88% |
$306K - $340K
|
68.2K
$40.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-605- 13.2% |
$307K - $341K
|
3.98K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-611- 11.96% |
$310K - $344K
|
4.5K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-623- 3.82% |
$316K - $351K
|
15.7K
$9.27M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-642- 9.19% |
$326K - $362K
|
6.34K
$3.75M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-643- 6.55% |
$326K - $362K
|
9.17K
$5.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-649- 0.38% |
$329K - $366K
|
169K
$99.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-658- 0.73% |
$334K - $371K
|
89K
$52.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-661- 8.3% |
$335K - $373K
|
7.3K
$4.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-672- 96.69% |
$341K - $379K
|
23
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-672- 14.53% |
$341K - $379K
|
3.95K
$2.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-673- 37.72% |
$341K - $379K
|
1.11K
$657K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-678- 32.32% |
$344K - $382K
|
1.42K
$840K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-679- 75.44% |
$344K - $383K
|
221
$131K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-683- 8.05% |
$346K - $385K
|
7.8K
$4.61M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-685- 10.14% |
$347K - $386K
|
6.07K
$3.59M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-691- 3.09% |
$350K - $389K
|
21.7K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-696- 46.12% |
$353K - $392K
|
813
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-696- 31.41% |
$353K - $392K
|
1.52K
$899K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-698- 10.6% |
$354K - $393K
|
5.89K
$3.48M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-698- 5.56% |
$354K - $393K
|
11.9K
$7.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-700- 5.51% |
$355K - $395K
|
12K
$7.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-700- 47.55% |
$355K - $395K
|
772
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-712- 1.97% |
$361K - $401K
|
35.5K
$21M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-712- 54.23% |
$361K - $401K
|
601
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-718- 22.31% |
$364K - $405K
|
2.5K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-723- 5.01% |
$367K - $408K
|
13.7K
$8.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-723- 3.95% |
$367K - $408K
|
17.6K
$10.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-724- 4.71% |
$367K - $408K
|
14.7K
$8.66M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-730- 0.27% |
$370K - $411K
|
271K
$160M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-744- 0.51% |
$377K - $419K
|
145K
$86M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-745- 13.34% |
$378K - $420K
|
4.84K
$2.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-746- 6.82% |
$378K - $420K
|
10.2K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-746- 5.2% |
$378K - $420K
|
13.6K
$8.04M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-747- 2.55% |
$379K - $421K
|
28.5K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-750- 8.06% |
$380K - $423K
|
8.55K
$5.06M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-757- 11.78% |
$384K - $427K
|
5.67K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-759- 3.5% |
$385K - $428K
|
20.9K
$12.4M
|