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 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-40- 5.41% |
$20.3K - $22.5K
|
699
$404K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-40- 3.53% |
$20.3K - $22.5K
|
1.09K
$632K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-40- 1.54% |
$20.3K - $22.5K
|
2.55K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 1.03% |
$20.3K - $22.5K
|
3.86K
$2.23M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-40- 1.71% |
$20.3K - $22.5K
|
2.3K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-41- 6.25% |
$20.8K - $23.1K
|
615
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-41- 3.4% |
$20.8K - $23.1K
|
1.17K
$673K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-43- 0.66% |
$21.8K - $24.2K
|
6.51K
$3.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-43- 6.3% |
$21.8K - $24.2K
|
639
$369K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-43- 3.61% |
$21.8K - $24.2K
|
1.15K
$664K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-44- 0.13% |
$22.3K - $24.8K
|
33.1K
$19.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-44- 6.32% |
$22.3K - $24.8K
|
652
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-45- 5.96% |
$22.8K - $25.4K
|
710
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-45- 10.11% |
$22.8K - $25.4K
|
400
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-46- 1.47% |
$23.3K - $25.9K
|
3.09K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-46- 3.43% |
$23.3K - $25.9K
|
1.29K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-46- 1.93% |
$23.3K - $25.9K
|
2.34K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-46- 7.48% |
$23.3K - $25.9K
|
569
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-47- 10.76% |
$23.8K - $26.5K
|
390
$225K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-47- 9.27% |
$23.8K - $26.5K
|
460
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-47- 0.53% |
$23.8K - $26.5K
|
8.84K
$5.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-47- 1.53% |
$23.8K - $26.5K
|
3.02K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-47- 0.35% |
$23.8K - $26.5K
|
13.3K
$7.71M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-48- 10.37% |
$24.3K - $27.1K
|
415
$240K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-48- 6.58% |
$24.3K - $27.1K
|
682
$394K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-48- 2.35% |
$24.3K - $27.1K
|
2K
$1.15M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-48- 5.34% |
$24.3K - $27.1K
|
851
$492K
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
SELL
|
- |
-49- 6.35% |
$24.8K - $27.6K
|
723
$418K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-49- 0.24% |
$24.8K - $27.6K
|
20.3K
$11.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 2.04% |
$25.4K - $28.2K
|
2.41K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-50- 20.41% |
$25.4K - $28.2K
|
195
$113K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-50- 2.29% |
$25.4K - $28.2K
|
2.13K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-50- 0.66% |
$25.4K - $28.2K
|
7.5K
$4.34M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-51- 0.43% |
$25.9K - $28.7K
|
11.9K
$6.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-52- 2.33% |
$26.4K - $29.3K
|
2.18K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-52- 7.28% |
$26.4K - $29.3K
|
662
$383K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-52- 9.85% |
$26.4K - $29.3K
|
476
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-53- 0.33% |
$26.9K - $29.9K
|
16.2K
$9.39M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-53- 38.69% |
$26.9K - $29.9K
|
84
$48.6K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-53- 0.65% |
$26.9K - $29.9K
|
8.04K
$4.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-54- 5.89% |
$27.4K - $30.4K
|
863
$499K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-54- 4.24% |
$27.4K - $30.4K
|
1.22K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-54- 4.09% |
$27.4K - $30.4K
|
1.27K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-54- 1.24% |
$27.4K - $30.4K
|
4.32K
$2.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 7.04% |
$27.9K - $31K
|
726
$420K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-55- 0.76% |
$27.9K - $31K
|
7.2K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-55- 6.52% |
$27.9K - $31K
|
789
$456K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-55- 1.48% |
$27.9K - $31K
|
3.67K
$2.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-56- 5.39% |
$28.4K - $31.6K
|
983
$568K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-56- 3.59% |
$28.4K - $31.6K
|
1.51K
$870K
|