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
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-4.94K- 10.04% |
$2.51M - $2.79M
|
44.3K
$26.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.99K- 63.85% |
$2.53M - $2.81M
|
2.83K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-5K- 26.04% |
$2.53M - $2.82M
|
14.2K
$8.39M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.15K- 35.79% |
$2.61M - $2.91M
|
9.25K
$5.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-5.24K- 40.09% |
$2.66M - $2.96M
|
7.84K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-5.27K- 1.13% |
$2.67M - $2.97M
|
462K
$273M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-5.33K- 7.86% |
$2.7M - $3.01M
|
62.5K
$37M
|
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-5.39K- 7.6% |
$2.73M - $3.04M
|
65.6K
$38.8M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.4K- 9.11% |
$2.74M - $3.04M
|
53.9K
$31.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.5K- 4.6% |
$2.79M - $3.1M
|
114K
$67.4M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield University
|
SELL
|
- |
-5.53K- 1.85% |
$2.8M - $3.12M
|
293K
$173M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.71K- 7.44% |
$2.89M - $3.22M
|
71K
$42M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.72K- 0.49% |
$2.9M - $3.22M
|
1.17M
$690M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.8K- 51.41% |
$2.94M - $3.27M
|
5.49K
$3.24M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.82K- 23.87% |
$2.95M - $3.28M
|
18.5K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.88K- 5.79% |
$2.98M - $3.31M
|
95.7K
$56.6M
|
|
|
May 13, 2025
Q1 2025
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-5.95K- 6.72% |
$3.02M - $3.35M
|
82.6K
$48.8M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-5.97K- 6.14% |
$3.03M - $3.36M
|
91.3K
$54M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.97K- 14.28% |
$3.03M - $3.36M
|
35.8K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-5.99K- 89.14% |
$3.04M - $3.38M
|
730
$432K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6K- 8.56% |
$3.04M - $3.38M
|
64.1K
$37.9M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.06K- 30.7% |
$3.07M - $3.42M
|
13.7K
$8.09M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-6.14K- 55.22% |
$3.11M - $3.46M
|
4.98K
$2.94M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.15K- 0.75% |
$3.12M - $3.47M
|
814K
$481M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-6.25K- 2.13% |
$3.17M - $3.52M
|
287K
$170M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.25K- 2.02% |
$3.17M - $3.52M
|
303K
$179M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.36K- 19.58% |
$3.23M - $3.59M
|
26.1K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6.4K- 33.38% |
$3.24M - $3.61M
|
12.8K
$7.55M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 11.55% |
$3.31M - $3.68M
|
50K
$29.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-6.54K- 88.86% |
$3.32M - $3.69M
|
820
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-6.65K- 8.03% |
$3.37M - $3.75M
|
76.2K
$45.1M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.67K- 99.81% |
$3.38M - $3.76M
|
13
$7.69K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-6.68K- 41.02% |
$3.39M - $3.77M
|
9.61K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.7K- 12.07% |
$3.4M - $3.77M
|
48.8K
$28.8M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-6.75K- 49.45% |
$3.42M - $3.8M
|
6.9K
$4.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-6.8K- 5.27% |
$3.45M - $3.83M
|
122K
$72.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-6.81K- 0.78% |
$3.45M - $3.84M
|
871K
$515M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-6.84K- 26.4% |
$3.47M - $3.86M
|
19.1K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Globe Life Inc.
|
SELL
|
- |
-7.2K- 1.2% |
$3.65M - $4.06M
|
592K
$350M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.53K- 2.07% |
$3.82M - $4.24M
|
356K
$210M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-7.55K- 6.3% |
$3.83M - $4.26M
|
112K
$66.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-7.7K- 0.88% |
$3.91M - $4.34M
|
867K
$513M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-7.76K- 5.48% |
$3.93M - $4.37M
|
134K
$79.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-7.89K- 31.53% |
$4M - $4.45M
|
17.1K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.12K- 15.14% |
$4.12M - $4.57M
|
45.5K
$26.9M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-8.32K- 25.67% |
$4.22M - $4.69M
|
24.1K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8.38K- 7.44% |
$4.25M - $4.72M
|
104K
$61.6M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-8.51K- 19.12% |
$4.32M - $4.8M
|
36K
$21.3M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-8.68K- 2.99% |
$4.4M - $4.89M
|
282K
$167M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.7K- 7.69% |
$4.41M - $4.9M
|
104K
$61.7M
|