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 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-81- 1.34% |
$41.1K - $45.7K
|
5.99K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-81- 9.9% |
$41.1K - $45.7K
|
737
$426K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-81- 4.6% |
$41.1K - $45.7K
|
1.68K
$970K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-82- 4.77% |
$41.6K - $46.2K
|
1.64K
$947K
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-83- 9.27% |
$42.1K - $46.8K
|
812
$469K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-83- 2.29% |
$42.1K - $46.8K
|
3.54K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-84- 0.88% |
$42.6K - $47.3K
|
9.44K
$5.46M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-84- 15.56% |
$42.6K - $47.3K
|
456
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-85- 0.56% |
$43.1K - $47.9K
|
15.2K
$8.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-85- 3.85% |
$43.1K - $47.9K
|
2.12K
$1.23M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-85- 92.39% |
$43.1K - $47.9K
|
7
$4.05K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-86- 0.37% |
$43.6K - $48.5K
|
23.4K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-86- 2.94% |
$43.6K - $48.5K
|
2.84K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-86- 2.26% |
$43.6K - $48.5K
|
3.72K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-86- 6.83% |
$43.6K - $48.5K
|
1.17K
$679K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-86- 12.39% |
$43.6K - $48.5K
|
608
$351K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-86- 12.08% |
$43.6K - $48.5K
|
626
$362K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-86- 4.75% |
$43.6K - $48.5K
|
1.73K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-87- 11.85% |
$44.1K - $49K
|
647
$374K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-87- 0.24% |
$44.1K - $49K
|
36.8K
$21.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-88- 0.92% |
$44.6K - $49.6K
|
9.44K
$5.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-90- 14.52% |
$45.6K - $50.7K
|
530
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-90- 2.84% |
$45.6K - $50.7K
|
3.08K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-91- 7.84% |
$46.1K - $51.3K
|
1.07K
$618K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-91- 1.37% |
$46.1K - $51.3K
|
6.57K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-91- 1.71% |
$46.1K - $51.3K
|
5.23K
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-92- 0.54% |
$46.6K - $51.9K
|
17.1K
$9.88M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-92- 5.08% |
$46.6K - $51.9K
|
1.72K
$994K
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-92- 0.63% |
$46.6K - $51.9K
|
14.4K
$8.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-93- 6.14% |
$47.2K - $52.4K
|
1.42K
$821K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-94- 10.83% |
$47.7K - $53K
|
774
$447K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-94- 15.96% |
$47.7K - $53K
|
495
$286K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-94- 0.91% |
$47.7K - $53K
|
10.2K
$5.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-95- 22.04% |
$48.2K - $53.5K
|
336
$194K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-95- 0.34% |
$48.2K - $53.5K
|
27.4K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-95- 4.76% |
$48.2K - $53.5K
|
1.9K
$1.1M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-96- 13.87% |
$48.7K - $54.1K
|
596
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-97- 3.97% |
$49.2K - $54.7K
|
2.35K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-97- 7.15% |
$49.2K - $54.7K
|
1.26K
$728K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-98- 12.28% |
$49.7K - $55.2K
|
700
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-99- 1.81% |
$50.2K - $55.8K
|
5.38K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-99- 1.8% |
$50.2K - $55.8K
|
5.39K
$3.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-100- 8.95% |
$50.7K - $56.4K
|
1.02K
$588K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-100- 0.91% |
$50.7K - $56.4K
|
10.9K
$6.31M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-100- 0.71% |
$50.7K - $56.4K
|
14.1K
$8.13M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-100- 6.43% |
$50.7K - $56.4K
|
1.46K
$841K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-101- 4.55% |
$51.2K - $56.9K
|
2.12K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-101- 3.51% |
$51.2K - $56.9K
|
2.78K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-101- 8.11% |
$51.2K - $56.9K
|
1.15K
$662K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-101- 7.73% |
$51.2K - $56.9K
|
1.21K
$696K
|