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 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-103- 11.48% |
$52.2K - $58.1K
|
794
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-103- 3.12% |
$52.2K - $58.1K
|
3.2K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-105- 3.18% |
$53.2K - $59.2K
|
3.2K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-105- 30.0% |
$53.2K - $59.2K
|
245
$142K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-105- 2.85% |
$53.2K - $59.2K
|
3.58K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-106- 13.78% |
$53.7K - $59.7K
|
663
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-107- 6.6% |
$54.3K - $60.3K
|
1.51K
$875K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-107- 12.47% |
$54.3K - $60.3K
|
751
$434K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-109- 2.63% |
$55.3K - $61.4K
|
4.04K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-109- 8.44% |
$55.3K - $61.4K
|
1.18K
$684K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-110- 3.56% |
$55.8K - $62K
|
2.98K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-110- 15.45% |
$55.8K - $62K
|
602
$348K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-110- 1.48% |
$55.8K - $62K
|
7.31K
$4.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-111- 8.36% |
$56.3K - $62.6K
|
1.22K
$703K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-112- 4.08% |
$56.8K - $63.1K
|
2.63K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-113- 0.69% |
$57.3K - $63.7K
|
16.3K
$9.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-114- 6.27% |
$57.8K - $64.3K
|
1.71K
$985K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-114- 0.38% |
$57.8K - $64.3K
|
29.9K
$17.3M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-114- 3.69% |
$57.8K - $64.3K
|
2.98K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-115- 0.26% |
$58.3K - $64.8K
|
43.7K
$25.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-116- 1.71% |
$58.8K - $65.4K
|
6.67K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-118- 6.66% |
$59.8K - $66.5K
|
1.66K
$957K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-118- 5.94% |
$59.8K - $66.5K
|
1.87K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-118- 1.62% |
$59.8K - $66.5K
|
7.16K
$4.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-119- 2.83% |
$60.3K - $67.1K
|
4.08K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-121- 2.33% |
$61.4K - $68.2K
|
5.08K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-122- 3.22% |
$61.9K - $68.8K
|
3.67K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-125- 0.49% |
$63.4K - $70.5K
|
25.4K
$14.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-125- 7.14% |
$63.4K - $70.5K
|
1.63K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-125- 93.98% |
$63.4K - $70.5K
|
8
$4.62K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-126- 3.62% |
$63.9K - $71K
|
3.35K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-127- 4.08% |
$64.4K - $71.6K
|
2.99K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-127- 12.05% |
$64.4K - $71.6K
|
927
$536K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-127- 8.18% |
$64.4K - $71.6K
|
1.43K
$824K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-128- 0.36% |
$64.9K - $72.1K
|
35.1K
$20.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-128- 21.62% |
$64.9K - $72.1K
|
464
$268K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-128- 13.99% |
$64.9K - $72.1K
|
787
$455K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-129- 3.08% |
$65.4K - $72.7K
|
4.06K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-132- 1.34% |
$66.9K - $74.4K
|
9.69K
$5.6M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-134- 2.51% |
$67.9K - $75.5K
|
5.2K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-134- 0.31% |
$67.9K - $75.5K
|
43K
$24.8M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-134- 48.91% |
$67.9K - $75.5K
|
140
$80.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-135- 25.09% |
$68.5K - $76.1K
|
403
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-136- 9.8% |
$69K - $76.7K
|
1.25K
$724K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-139- 12.76% |
$70.5K - $78.4K
|
950
$549K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-140- 1.24% |
$71K - $78.9K
|
11.2K
$6.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-140- 1.85% |
$71K - $78.9K
|
7.44K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-142- 4.91% |
$72K - $80K
|
2.75K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-147- 1.34% |
$74.5K - $82.9K
|
10.8K
$6.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-148- 3.11% |
$75K - $83.4K
|
4.62K
$2.67M
|