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 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-194- 3.68% |
$98.4K - $109K
|
5.07K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-194- 4.66% |
$98.4K - $109K
|
3.97K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
SELL
|
- |
-194- 1.21% |
$98.4K - $109K
|
15.8K
$9.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-195- 1.98% |
$98.9K - $110K
|
9.63K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-195- 5.39% |
$98.9K - $110K
|
3.42K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-198- 1.88% |
$100K - $112K
|
10.3K
$5.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-199- 4.28% |
$101K - $112K
|
4.45K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-199- 5.88% |
$101K - $112K
|
3.19K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 10.05% |
$101K - $113K
|
1.79K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-200- 9.95% |
$101K - $113K
|
1.81K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-202- 2.93% |
$102K - $114K
|
6.7K
$3.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-205- 30.42% |
$104K - $116K
|
469
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-207- 30.26% |
$105K - $117K
|
477
$276K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-210- 78.65% |
$106K - $118K
|
57
$32.9K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-210- 4.28% |
$106K - $118K
|
4.7K
$2.71M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-213- 2.48% |
$108K - $120K
|
8.38K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-213- 33.07% |
$108K - $120K
|
431
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-216- 9.31% |
$110K - $122K
|
2.11K
$1.22M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-217- 35.28% |
$110K - $122K
|
398
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-218- 2.19% |
$111K - $123K
|
9.72K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-218- 10.89% |
$111K - $123K
|
1.78K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-221- 7.02% |
$112K - $125K
|
2.93K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-226- 11.04% |
$115K - $127K
|
1.82K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-226- 1.71% |
$115K - $127K
|
13K
$7.51M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-227- 3.99% |
$115K - $128K
|
5.46K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-227- 35.8% |
$115K - $128K
|
407
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-230- 27.45% |
$117K - $130K
|
608
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-230- 2.11% |
$117K - $130K
|
10.7K
$6.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-231- 34.84% |
$117K - $130K
|
432
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-232- 36.48% |
$118K - $131K
|
404
$234K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-235- 7.46% |
$119K - $132K
|
2.92K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-236- 0.57% |
$120K - $133K
|
41K
$23.7M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-236- 3.65% |
$120K - $133K
|
6.23K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-238- 30.28% |
$121K - $134K
|
548
$317K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-239- 1.51% |
$121K - $135K
|
15.5K
$8.98M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-242- 1.24% |
$123K - $136K
|
19.4K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-243- 2.59% |
$123K - $137K
|
9.14K
$5.28M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-244- 9.87% |
$124K - $138K
|
2.23K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-246- 1.97% |
$125K - $139K
|
12.2K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-249- 2.6% |
$126K - $140K
|
9.33K
$5.39M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-249- 2.33% |
$126K - $140K
|
10.4K
$6.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-251- 12.89% |
$127K - $141K
|
1.7K
$981K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-251- 71.71% |
$127K - $141K
|
99
$57.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-254- 6.4% |
$129K - $143K
|
3.71K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-256- 0.8% |
$130K - $144K
|
31.7K
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
SELL
|
- |
-258- 1.18% |
$131K - $145K
|
21.5K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-258- 2.96% |
$131K - $145K
|
8.46K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-258- 0.81% |
$131K - $145K
|
31.6K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-259- 8.6% |
$131K - $146K
|
2.75K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-261- 6.16% |
$132K - $147K
|
3.98K
$2.3M
|