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 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-26- 4.58% |
$13.2K - $14.7K
|
542
$313K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-26- 0.43% |
$13.2K - $14.7K
|
5.99K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.35% |
$13.2K - $14.7K
|
7.48K
$4.32M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-27- 0.53% |
$13.7K - $15.2K
|
5.05K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-27- 2.51% |
$13.7K - $15.2K
|
1.05K
$606K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-28- 2.52% |
$14.2K - $15.8K
|
1.08K
$626K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-28- 0.28% |
$14.2K - $15.8K
|
9.89K
$5.72M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-28- 0.39% |
$14.2K - $15.8K
|
7.19K
$4.16M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-28- 1.39% |
$14.2K - $15.8K
|
1.99K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-29- 0.26% |
$14.7K - $16.3K
|
11.2K
$6.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-29- 0.23% |
$14.7K - $16.3K
|
12.8K
$7.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-29- 1.9% |
$14.7K - $16.3K
|
1.5K
$865K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-29- 0.08% |
$14.7K - $16.3K
|
34.9K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Bernzott Capital Advisors
|
SELL
|
- |
-29- 6.7% |
$14.7K - $16.3K
|
404
$234K
|
|
|
May 05, 2025
Q1 2025
|
Pacific Wealth Management
|
SELL
|
- |
-29- 5.28% |
$14.7K - $16.3K
|
520
$301K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-30- 2.27% |
$15.2K - $16.9K
|
1.29K
$748K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-31- 3.91% |
$15.7K - $17.5K
|
761
$440K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-31- 5.21% |
$15.7K - $17.5K
|
564
$326K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 0.74% |
$15.7K - $17.5K
|
4.14K
$2.39M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-31- 24.6% |
$15.7K - $17.5K
|
95
$54.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-32- 0.22% |
$16.2K - $18K
|
14.4K
$8.32M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-32- 5.8% |
$16.2K - $18K
|
520
$301K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-32- 7.06% |
$16.2K - $18K
|
421
$243K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-32- 2.63% |
$16.2K - $18K
|
1.18K
$684K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-33- 5.7% |
$16.7K - $18.6K
|
546
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-33- 3.28% |
$16.7K - $18.6K
|
973
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-33- 1.2% |
$16.7K - $18.6K
|
2.72K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-33- 0.41% |
$16.7K - $18.6K
|
7.97K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-33- 1.77% |
$16.7K - $18.6K
|
1.83K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-34- 3.07% |
$17.2K - $19.2K
|
1.07K
$621K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-34- 0.31% |
$17.2K - $19.2K
|
11K
$6.33M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-34- 0.17% |
$17.2K - $19.2K
|
19.7K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-35- 10.36% |
$17.7K - $19.7K
|
303
$175K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-35- 4.57% |
$17.7K - $19.7K
|
731
$423K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-35- 0.4% |
$17.7K - $19.7K
|
8.76K
$5.07M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-35- 0.75% |
$17.7K - $19.7K
|
4.65K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-35- 0.37% |
$17.7K - $19.7K
|
9.31K
$5.38M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-36- 2.83% |
$18.3K - $20.3K
|
1.24K
$716K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-36- 21.82% |
$18.3K - $20.3K
|
129
$74.6K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-36- 85.71% |
$18.3K - $20.3K
|
6
$3.47K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-36- 2.98% |
$18.3K - $20.3K
|
1.17K
$679K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-36- 6.65% |
$18.3K - $20.3K
|
505
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.66% |
$18.8K - $20.9K
|
5.55K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-37- 4.44% |
$18.8K - $20.9K
|
796
$460K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-37- 0.36% |
$18.8K - $20.9K
|
10.3K
$5.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-38- 9.79% |
$19.3K - $21.4K
|
350
$202K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-39- 7.8% |
$19.8K - $22K
|
461
$266K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-39- 2.09% |
$19.8K - $22K
|
1.83K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-40- 1.04% |
$20.3K - $22.5K
|
3.79K
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-40- 7.19% |
$20.3K - $22.5K
|
516
$298K
|