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 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-80.6K- 12.03% |
$40.9M - $45.4M
|
590K
$349M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-88.4K- 82.62% |
$44.8M - $49.8M
|
18.6K
$11M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-89.8K- 71.16% |
$45.5M - $50.6M
|
36.4K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-90.2K- 68.84% |
$45.7M - $50.8M
|
40.8K
$24.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-94.2K- 98.69% |
$47.8M - $53.1M
|
1.26K
$742K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-96.9K- 27.91% |
$49.1M - $54.6M
|
250K
$148M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-143K- 50.31% |
$72.4M - $80.5M
|
141K
$83.4M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-160K- 70.71% |
$81M - $90.1M
|
66.2K
$39.1M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-174K- 95.57% |
$88.1M - $97.9M
|
8.06K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
E L Financial Corp LTD
|
SELL
|
- |
-174K- 10.5% |
$88.1M - $97.9M
|
1.48M
$875M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-212K- 12.17% |
$108M - $120M
|
1.53M
$905M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-212K- 14.42% |
$108M - $120M
|
1.26M
$745M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-221K- 42.88% |
$112M - $124M
|
294K
$174M
|
|
|
May 07, 2025
Q1 2025
|
New York Life Insurance CO
New York, NY |
SELL
|
- |
-246K- 39.84% |
$125M - $139M
|
372K
$220M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-273K- 13.02% |
$138M - $154M
|
1.82M
$1.08B
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-309K- 50.74% |
$157M - $174M
|
300K
$177M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-358K- 99.84% |
$182M - $202M
|
585
$346K
|
|
|
May 14, 2025
Q1 2025
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-441K- 20.63% |
$224M - $249M
|
1.7M
$1B
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-463K- 99.61% |
$235M - $261M
|
1.81K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-510K- 65.73% |
$258M - $287M
|
266K
$157M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-514K- 98.28% |
$261M - $290M
|
8.99K
$5.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-523K- 4.25% |
$265M - $295M
|
11.8M
$6.97B
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-549K- 72.44% |
$278M - $309M
|
209K
$123M
|
|
|
Apr 22, 2025
Q1 2025
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-600K- 92.31% |
$304M - $338M
|
50K
$29.6M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-719K- 97.67% |
$365M - $405M
|
17.1K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-848K- 99.81% |
$430M - $478M
|
1.65K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-976K- 99.93% |
$495M - $550M
|
678
$401K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.25M- 27.44% |
$634M - $705M
|
3.31M
$1.96B
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.12M- 91.14% |
$1.07B - $1.19B
|
206K
$122M
|
|
|
Apr 30, 2025
Q1 2025
|
Kedalion Capital Management LLP
London, X0 |
SELL
|
- |
-2.45M- 54.37% |
$1.24B - $1.38B
|
2.05M
$1.21B
|
|
|
May 15, 2025
Q1 2025
|
Afbi LP
Miami Beach, FL |
SELL
|
- |
-39.8M- 99.81% |
$20.2B - $22.4B
|
77.6K
$45.9M
|