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 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-56- 11.5% |
$28.4K - $31.6K
|
431
$249K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-57- 0.21% |
$28.9K - $32.1K
|
27K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-57- 2.95% |
$28.9K - $32.1K
|
1.88K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-58- 0.77% |
$29.4K - $32.7K
|
7.49K
$4.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-59- 0.51% |
$29.9K - $33.3K
|
11.4K
$6.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-59- 5.58% |
$29.9K - $33.3K
|
999
$577K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-60- 2.38% |
$30.4K - $33.8K
|
2.46K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-60- 10.0% |
$30.4K - $33.8K
|
540
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-61- 6.76% |
$30.9K - $34.4K
|
842
$487K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-62- 3.69% |
$31.4K - $34.9K
|
1.62K
$935K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-62- 1.09% |
$31.4K - $34.9K
|
5.62K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-62- 8.09% |
$31.4K - $34.9K
|
704
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-63- 4.82% |
$31.9K - $35.5K
|
1.24K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-64- 0.22% |
$32.5K - $36.1K
|
29.5K
$17.1M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-64- 2.99% |
$32.5K - $36.1K
|
2.08K
$1.2M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-64- 4.04% |
$32.5K - $36.1K
|
1.52K
$880K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 3.25% |
$32.5K - $36.1K
|
1.91K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-65- 7.47% |
$33K - $36.6K
|
805
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-66- 10.33% |
$33.5K - $37.2K
|
573
$331K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-67- 20.24% |
$34K - $37.8K
|
264
$153K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-67- 5.05% |
$34K - $37.8K
|
1.26K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-67- 1.02% |
$34K - $37.8K
|
6.53K
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-68- 10.21% |
$34.5K - $38.3K
|
598
$346K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-69- 6.11% |
$35K - $38.9K
|
1.06K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-69- 12.61% |
$35K - $38.9K
|
478
$276K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-70- 1.07% |
$35.5K - $39.5K
|
6.47K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-70- 0.18% |
$35.5K - $39.5K
|
38.9K
$22.5M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-70- 0.98% |
$35.5K - $39.5K
|
7.05K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-70- 0.36% |
$35.5K - $39.5K
|
19.3K
$11.1M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-71- 25.54% |
$36K - $40K
|
207
$120K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-72- 8.42% |
$36.5K - $40.6K
|
783
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-72- 40.91% |
$36.5K - $40.6K
|
104
$60.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-72- 3.38% |
$36.5K - $40.6K
|
2.06K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-72- 1.75% |
$36.5K - $40.6K
|
4.04K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-75- 7.98% |
$38K - $42.3K
|
865
$500K
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-75- 8.94% |
$38K - $42.3K
|
764
$442K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-75- 4.93% |
$38K - $42.3K
|
1.45K
$836K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-76- 2.74% |
$38.5K - $42.8K
|
2.7K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-76- 0.75% |
$38.5K - $42.8K
|
10.1K
$5.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-76- 15.2% |
$38.5K - $42.8K
|
424
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-77- 3.55% |
$39K - $43.4K
|
2.09K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-77- 9.64% |
$39K - $43.4K
|
722
$417K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-77- 3.62% |
$39K - $43.4K
|
2.05K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-77- 1.19% |
$39K - $43.4K
|
6.41K
$3.7M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-77- 8.49% |
$39K - $43.4K
|
830
$480K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-77- 14.75% |
$39K - $43.4K
|
445
$257K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-77- 5.91% |
$39K - $43.4K
|
1.23K
$708K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-78- 15.89% |
$39.5K - $44K
|
413
$239K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-80- 2.73% |
$40.6K - $45.1K
|
2.86K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-81- 6.15% |
$41.1K - $45.7K
|
1.24K
$714K
|