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 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-14- 0.6% |
$7.1K - $7.89K
|
2.32K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-14- 0.51% |
$7.1K - $7.89K
|
2.74K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14- 1.79% |
$7.1K - $7.89K
|
766
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-15- 1.28% |
$7.61K - $8.46K
|
1.16K
$670K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-15- 1.04% |
$7.61K - $8.46K
|
1.43K
$826K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-15- 0.68% |
$7.61K - $8.46K
|
2.19K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-15- 2.21% |
$7.61K - $8.46K
|
665
$384K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-15- 1.0% |
$7.61K - $8.46K
|
1.49K
$861K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-16- 0.02% |
$8.11K - $9.02K
|
87.9K
$50.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-16- 0.48% |
$8.11K - $9.02K
|
3.34K
$1.93M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.37% |
$8.62K - $9.58K
|
4.58K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-17- 10.83% |
$8.62K - $9.58K
|
140
$80.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-17- 0.69% |
$8.62K - $9.58K
|
2.46K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-17- 0.19% |
$8.62K - $9.58K
|
9.15K
$5.29M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-17- 1.33% |
$8.62K - $9.58K
|
1.27K
$731K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-18- 0.29% |
$9.13K - $10.1K
|
6.21K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-18- 1.9% |
$9.13K - $10.1K
|
928
$536K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-18- 0.13% |
$9.13K - $10.1K
|
14.4K
$8.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-18- 1.92% |
$9.13K - $10.1K
|
918
$531K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 3.66% |
$9.13K - $10.1K
|
474
$274K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-18- 3.85% |
$9.13K - $10.1K
|
450
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-19- 1.34% |
$9.63K - $10.7K
|
1.4K
$807K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-19- 2.41% |
$9.63K - $10.7K
|
768
$444K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-19- 0.6% |
$9.63K - $10.7K
|
3.14K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-19- 2.22% |
$9.63K - $10.7K
|
836
$483K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-20- 1.2% |
$10.1K - $11.3K
|
1.65K
$953K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-20- 0.73% |
$10.1K - $11.3K
|
2.73K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Drystone LLC
|
SELL
|
- |
-20- 3.36% |
$10.1K - $11.3K
|
575
$332K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-20- 1.85% |
$10.1K - $11.3K
|
1.06K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-20- 0.51% |
$10.1K - $11.3K
|
3.9K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-21- 3.6% |
$10.6K - $11.8K
|
563
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-22- 3.28% |
$11.2K - $12.4K
|
649
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-22- 3.11% |
$11.2K - $12.4K
|
686
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-22- 0.35% |
$11.2K - $12.4K
|
6.24K
$3.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-22- 38.6% |
$11.2K - $12.4K
|
35
$20.2K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-22- 1.68% |
$11.2K - $12.4K
|
1.28K
$742K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-23- 3.51% |
$11.7K - $13K
|
632
$365K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.03% |
$11.7K - $13K
|
90.4K
$52.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-23- 7.37% |
$11.7K - $13K
|
289
$167K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-23- 0.22% |
$11.7K - $13K
|
10.6K
$6.11M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23- 0.22% |
$11.7K - $13K
|
10.5K
$6.06M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-23- 2.44% |
$11.7K - $13K
|
920
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-24- 1.5% |
$12.2K - $13.5K
|
1.58K
$910K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-24- 2.43% |
$12.2K - $13.5K
|
964
$557K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-24- 4.86% |
$12.2K - $13.5K
|
470
$272K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-24- 1.72% |
$12.2K - $13.5K
|
1.37K
$794K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-24- 1.61% |
$12.2K - $13.5K
|
1.47K
$847K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-25- 4.84% |
$12.7K - $14.1K
|
491
$284K
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
SELL
|
- |
-25- 0.26% |
$12.7K - $14.1K
|
9.71K
$5.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-26- 0.77% |
$13.2K - $14.7K
|
3.35K
$1.94M
|