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
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-8.87K- 8.63% |
$4.5M - $5M
|
94K
$55.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.88K- 9.99% |
$4.5M - $5M
|
80K
$47.3M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-9.13K- 40.9% |
$4.63M - $5.14M
|
13.2K
$7.8M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-9.48K- 34.32% |
$4.81M - $5.34M
|
18.1K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.55K- 0.56% |
$4.84M - $5.38M
|
1.69M
$1B
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.6K- 20.99% |
$4.87M - $5.41M
|
36.1K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-9.61K- 67.43% |
$4.87M - $5.42M
|
4.64K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9.74K- 38.87% |
$4.94M - $5.49M
|
15.3K
$9.06M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.82K- 1.96% |
$4.98M - $5.53M
|
490K
$290M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.84K- 1.33% |
$4.99M - $5.55M
|
732K
$433M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-10.3K- 40.19% |
$5.2M - $5.78M
|
15.3K
$9.02M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-10.6K- 2.89% |
$5.37M - $5.97M
|
355K
$210M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-10.8K- 85.08% |
$5.5M - $6.11M
|
1.9K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-10.9K- 13.22% |
$5.53M - $6.14M
|
71.5K
$42.3M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-11K- 75.2% |
$5.59M - $6.21M
|
3.63K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 0.67% |
$5.6M - $6.23M
|
1.65M
$973M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.1K- 6.26% |
$5.65M - $6.28M
|
167K
$98.7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.3K- 2.44% |
$5.72M - $6.35M
|
451K
$267M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-11.5K- 18.67% |
$5.83M - $6.48M
|
50.1K
$29.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.2K- 68.46% |
$6.19M - $6.88M
|
5.62K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-12.3K- 23.31% |
$6.23M - $6.93M
|
40.5K
$23.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.6K- 60.97% |
$6.4M - $7.12M
|
8.08K
$4.78M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.8K- 3.92% |
$6.47M - $7.19M
|
313K
$185M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.8K- 16.72% |
$6.47M - $7.2M
|
63.6K
$37.6M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-12.8K- 24.4% |
$6.5M - $7.23M
|
39.7K
$23.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 98.61% |
$6.56M - $7.29M
|
183
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13K- 5.44% |
$6.58M - $7.31M
|
226K
$133M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-13.4K- 8.2% |
$6.8M - $7.56M
|
150K
$88.7M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-13.8K- 9.61% |
$7.01M - $7.8M
|
130K
$76.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 20.94% |
$7.41M - $8.24M
|
55.2K
$32.6M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-14.7K- 8.23% |
$7.47M - $8.31M
|
164K
$97.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-14.8K- 36.63% |
$7.53M - $8.37M
|
25.7K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-14.9K- 2.36% |
$7.56M - $8.41M
|
617K
$365M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-14.9K- 1.84% |
$7.57M - $8.42M
|
798K
$472M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-15K- 48.39% |
$7.6M - $8.44M
|
16K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-15.1K- 4.46% |
$7.65M - $8.51M
|
324K
$191M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-15.2K- 39.85% |
$7.68M - $8.54M
|
22.9K
$13.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.3K- 27.12% |
$7.74M - $8.6M
|
41K
$24.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.3K- 12.4% |
$7.78M - $8.65M
|
108K
$64.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-15.4K- 2.72% |
$7.83M - $8.7M
|
552K
$326M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15.7K- 67.15% |
$7.95M - $8.84M
|
7.67K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-16.3K- 13.7% |
$8.24M - $9.16M
|
102K
$60.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.4K- 13.03% |
$8.29M - $9.22M
|
109K
$64.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-17.4K- 88.71% |
$8.83M - $9.82M
|
2.22K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 6.81% |
$8.96M - $9.96M
|
242K
$143M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-17.7K- 48.2% |
$8.98M - $9.99M
|
19K
$11.3M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-17.7K- 46.24% |
$8.99M - $10M
|
20.6K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-18.1K- 63.44% |
$9.19M - $10.2M
|
10.4K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.3K- 2.08% |
$9.29M - $10.3M
|
861K
$509M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-18.6K- 34.38% |
$9.43M - $10.5M
|
35.5K
$21M
|