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 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.6K- 72.66% |
$9.43M - $10.5M
|
7K
$4.14M
|
|
May 15, 2025
Q1 2025
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-19.1K- 8.76% |
$9.69M - $10.8M
|
199K
$118M
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-19.2K- 18.17% |
$9.71M - $10.8M
|
86.3K
$51M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.2K- 96.26% |
$9.74M - $10.8M
|
747
$442K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-19.5K- 7.19% |
$9.87M - $11M
|
251K
$149M
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-20.6K- 25.74% |
$10.4M - $11.6M
|
59.4K
$35.1M
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
SELL
|
- |
-21.1K- 7.14% |
$10.7M - $11.9M
|
275K
$162M
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-21.4K- 93.62% |
$10.9M - $12.1M
|
1.46K
$863K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-23.1K- 0.91% |
$11.7M - $13M
|
2.53M
$1.5B
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.2K- 39.06% |
$11.8M - $13.1M
|
36.2K
$21.4M
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-23.8K- 25.93% |
$12M - $13.4M
|
67.9K
$40.1M
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 22.82% |
$12.1M - $13.5M
|
80.9K
$47.9M
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-24.8K- 33.62% |
$12.6M - $14M
|
48.9K
$28.9M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-25.1K- 83.81% |
$12.7M - $14.1M
|
4.85K
$2.87M
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-25.4K- 45.89% |
$12.9M - $14.3M
|
30K
$17.7M
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-25.6K- 25.97% |
$13M - $14.4M
|
72.9K
$43.1M
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-25.9K- 96.85% |
$13.1M - $14.6M
|
841
$497K
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-26.3K- 4.11% |
$13.3M - $14.8M
|
612K
$362M
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27K- 7.34% |
$13.7M - $15.2M
|
341K
$201M
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-27.8K- 5.7% |
$14.1M - $15.7M
|
460K
$272M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-29.2K- 11.74% |
$14.8M - $16.5M
|
220K
$130M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-29.5K- 25.52% |
$14.9M - $16.6M
|
86K
$50.8M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.5K- 8.55% |
$15M - $16.6M
|
316K
$187M
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-30K- 59.41% |
$15.2M - $16.9M
|
20.5K
$12.1M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-30.7K- 21.84% |
$15.6M - $17.3M
|
110K
$65M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-31.5K- 3.84% |
$16M - $17.8M
|
789K
$466M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-33.7K- 85.1% |
$17.1M - $19M
|
5.89K
$3.49M
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-34.6K- 25.78% |
$17.6M - $19.5M
|
99.7K
$59M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34.9K- 13.65% |
$17.7M - $19.7M
|
221K
$130M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.8K- 51.22% |
$18.2M - $20.2M
|
34.1K
$20.2M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-36K- 27.23% |
$18.2M - $20.3M
|
96.1K
$56.8M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36.3K- 8.14% |
$18.4M - $20.5M
|
410K
$242M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.4K- 7.91% |
$18.4M - $20.5M
|
423K
$250M
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-40.1K- 68.7% |
$20.3M - $22.6M
|
18.3K
$10.8M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-45.3K- 85.99% |
$23M - $25.6M
|
7.39K
$4.37M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-45.5K- 73.97% |
$23.1M - $25.6M
|
16K
$9.46M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.8K- 12.76% |
$23.2M - $25.8M
|
313K
$185M
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-47.2K- 96.25% |
$23.9M - $26.6M
|
1.84K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.7K- 20.78% |
$24.7M - $27.5M
|
186K
$110M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.1K- 2.81% |
$26.4M - $29.4M
|
1.8M
$1.06B
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-52.4K- 45.19% |
$26.6M - $29.6M
|
63.6K
$37.6M
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-52.9K- 97.01% |
$26.8M - $29.8M
|
1.63K
$966K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.1KClosed |
$28M - $31.1M
|
0
$0
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-56.1K- 51.85% |
$28.5M - $31.6M
|
52.1K
$30.8M
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-58.2K- 93.09% |
$29.5M - $32.8M
|
4.32K
$2.55M
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-63.4K- 11.35% |
$32.1M - $35.7M
|
495K
$293M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-66.3K- 76.56% |
$33.6M - $37.4M
|
20.3K
$12M
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-72.1K- 98.56% |
$36.6M - $40.7M
|
1.05K
$621K
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-72.5K- 55.18% |
$36.8M - $40.9M
|
58.9K
$34.8M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-76.3K- 42.53% |
$38.7M - $43M
|
103K
$60.9M
|