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
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.01K- 5.84% |
$1.02M - $1.13M
|
32.3K
$19.1M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.01K- 0.77% |
$1.02M - $1.14M
|
261K
$154M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-2.03K- 13.07% |
$1.03M - $1.14M
|
13.5K
$7.97M
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-2.04K- 15.05% |
$1.03M - $1.15M
|
11.5K
$6.79M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.08K- 10.97% |
$1.05M - $1.17M
|
16.8K
$9.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-2.08K- 3.19% |
$1.05M - $1.17M
|
63.2K
$37.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.13K- 10.0% |
$1.08M - $1.2M
|
19.1K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.17K- 2.66% |
$1.1M - $1.22M
|
79.4K
$47M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.19K- 8.01% |
$1.11M - $1.23M
|
25.1K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-2.2K- 4.34% |
$1.11M - $1.24M
|
48.4K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2.21K- 11.6% |
$1.12M - $1.25M
|
16.8K
$9.96M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.22K- 4.07% |
$1.13M - $1.25M
|
52.3K
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-2.22K- 9.72% |
$1.13M - $1.25M
|
20.6K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.22K- 15.37% |
$1.13M - $1.25M
|
12.2K
$7.24M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.24K- 59.34% |
$1.14M - $1.26M
|
1.54K
$909K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.26K- 1.89% |
$1.15M - $1.27M
|
117K
$69.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.26K- 46.6% |
$1.15M - $1.27M
|
2.59K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.3K- 28.72% |
$1.17M - $1.3M
|
5.71K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-2.3K- 1.75% |
$1.17M - $1.3M
|
129K
$76.3M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.34K- 33.56% |
$1.19M - $1.32M
|
4.64K
$2.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-2.35K- 5.23% |
$1.19M - $1.32M
|
42.5K
$25.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.35K- 58.88% |
$1.19M - $1.32M
|
1.64K
$970K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-2.38K- 12.59% |
$1.21M - $1.34M
|
16.5K
$9.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
SELL
|
- |
-2.4K- 0.62% |
$1.22M - $1.35M
|
385K
$228M
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.41K- 16.24% |
$1.22M - $1.36M
|
12.4K
$7.33M
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.41K- 16.24% |
$1.22M - $1.36M
|
12.4K
$7.33M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 5.83% |
$1.23M - $1.37M
|
39.3K
$23.3M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.46K- 7.5% |
$1.25M - $1.38M
|
30.3K
$17.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-2.48K- 13.94% |
$1.26M - $1.4M
|
15.3K
$9.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.49K- 14.1% |
$1.26M - $1.4M
|
15.2K
$8.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-2.55K- 15.33% |
$1.29M - $1.44M
|
14.1K
$8.34M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-2.59K- 4.98% |
$1.31M - $1.46M
|
49.4K
$29.2M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.59K- 50.56% |
$1.32M - $1.46M
|
2.54K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.6K- 9.77% |
$1.32M - $1.46M
|
24K
$14.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2.61K- 4.73% |
$1.32M - $1.47M
|
52.6K
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
SELL
|
- |
-2.64K- 2.24% |
$1.34M - $1.49M
|
115K
$68.2M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.65K- 27.92% |
$1.34M - $1.49M
|
6.85K
$4.05M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.67K- 1.14% |
$1.35M - $1.51M
|
232K
$137M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.71K- 8.34% |
$1.37M - $1.53M
|
29.8K
$17.6M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2.73K- 2.34% |
$1.39M - $1.54M
|
114K
$67.5M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.78K- 4.65% |
$1.41M - $1.56M
|
56.9K
$33.6M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-2.79K- 25.85% |
$1.41M - $1.57M
|
7.99K
$4.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.83K- 8.66% |
$1.43M - $1.6M
|
29.9K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.85K- 8.91% |
$1.45M - $1.61M
|
29.2K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.88K- 4.15% |
$1.46M - $1.62M
|
66.6K
$39.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.89K- 1.07% |
$1.46M - $1.63M
|
267K
$158M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-3K- 19.43% |
$1.52M - $1.69M
|
12.4K
$7.34M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.01K- 7.61% |
$1.53M - $1.7M
|
36.6K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.04K- 1.15% |
$1.54M - $1.71M
|
260K
$154M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.06K- 11.86% |
$1.55M - $1.72M
|
22.7K
$13.4M
|