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 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.41K- 18.64% |
$714K - $794K
|
6.15K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.42K- 5.56% |
$718K - $799K
|
24.1K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.42K- 0.84% |
$720K - $800K
|
167K
$98.6M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.42K- 0.81% |
$721K - $802K
|
174K
$103M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.43K- 2.3% |
$723K - $804K
|
60.6K
$35.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-1.44K- 7.02% |
$732K - $814K
|
19.1K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.45K- 78.32% |
$736K - $818K
|
402
$238K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.46K- 6.89% |
$739K - $822K
|
19.7K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.49K- 5.17% |
$754K - $838K
|
27.3K
$16.1M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.49K- 8.94% |
$754K - $839K
|
15.2K
$8.97M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.5K- 1.22% |
$761K - $846K
|
121K
$71.8M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.5K- 1.22% |
$761K - $846K
|
121K
$71.8M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.5K- 1.33% |
$762K - $847K
|
111K
$65.7M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.51K- 20.77% |
$767K - $853K
|
5.77K
$3.41M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.53K- 1.13% |
$775K - $861K
|
134K
$79.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.54K- 19.29% |
$782K - $869K
|
6.45K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-1.54K- 7.35% |
$782K - $869K
|
19.4K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.56K- 64.52% |
$788K - $877K
|
855
$506K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.56K- 3.06% |
$789K - $877K
|
49.2K
$29.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.58K- 8.89% |
$799K - $888K
|
16.2K
$9.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.58K- 47.72% |
$800K - $889K
|
1.73K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.62K- 2.77% |
$823K - $915K
|
57.1K
$33.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.65K- 0.41% |
$835K - $928K
|
396K
$234M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.66K- 11.28% |
$842K - $936K
|
13.1K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.66K- 1.95% |
$842K - $936K
|
83.3K
$49.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.66K- 10.65% |
$842K - $936K
|
13.9K
$8.24M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.69K- 4.19% |
$855K - $951K
|
38.5K
$22.8M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.69K- 1.95% |
$856K - $952K
|
85.1K
$50.3M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.69K- 33.91% |
$859K - $955K
|
3.3K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.7K- 9.86% |
$859K - $955K
|
15.5K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-1.7K- 7.82% |
$862K - $959K
|
20K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-1.7K- 7.82% |
$862K - $959K
|
20K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.75K- 7.28% |
$887K - $986K
|
22.3K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.76K- 1.46% |
$890K - $990K
|
118K
$69.9M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.76K- 1.97% |
$891K - $990K
|
87.3K
$51.6M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.77K- 62.75% |
$897K - $997K
|
1.05K
$621K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.86K- 7.34% |
$944K - $1.05M
|
23.5K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.88K- 62.11% |
$954K - $1.06M
|
1.15K
$679K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.89K- 7.9% |
$956K - $1.06M
|
22K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.89K- 4.94% |
$958K - $1.07M
|
36.3K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.89K- 2.01% |
$960K - $1.07M
|
92.4K
$54.7M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.91K- 16.55% |
$968K - $1.08M
|
9.62K
$5.69M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.94K- 28.88% |
$986K - $1.1M
|
4.79K
$2.83M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.95K- 2.95% |
$988K - $1.1M
|
64K
$37.9M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.95K- 3.03% |
$988K - $1.1M
|
62.4K
$36.9M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.95K- 19.29% |
$989K - $1.1M
|
8.16K
$4.82M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.96K- 6.63% |
$993K - $1.1M
|
27.6K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-1.99K- 1.96% |
$1.01M - $1.12M
|
99.4K
$58.8M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.99K- 2.58% |
$1.01M - $1.12M
|
75.2K
$44.5M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2K- 29.65% |
$1.02M - $1.13M
|
4.75K
$2.81M
|