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 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-261- 16.19% |
$132K - $147K
|
1.35K
$777K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-261- 4.1% |
$132K - $147K
|
6.1K
$3.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-262- 0.93% |
$133K - $148K
|
27.9K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-262- 1.45% |
$133K - $148K
|
17.8K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-263- 7.6% |
$133K - $148K
|
3.2K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-263- 3.51% |
$133K - $148K
|
7.22K
$4.15M
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-263- 37.04% |
$133K - $148K
|
447
$257K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-266- 11.63% |
$135K - $150K
|
2.02K
$1.16M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-271- 0.06% |
$137K - $153K
|
462K
$266M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-272- 3.32% |
$138K - $153K
|
7.92K
$4.55M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-273- 0.62% |
$138K - $154K
|
44K
$25.3M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-273- 7.11% |
$138K - $154K
|
3.56K
$2.05M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-273- 3.65% |
$138K - $154K
|
7.21K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-274- 6.24% |
$139K - $154K
|
4.12K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-275- 0.67% |
$139K - $155K
|
40.8K
$23.5M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-276- 95.83% |
$140K - $156K
|
12
$6.9K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-276- 2.01% |
$140K - $156K
|
13.4K
$7.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-277- 2.08% |
$140K - $156K
|
13.1K
$7.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-277- 1.26% |
$140K - $156K
|
21.7K
$12.5M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-278- 8.07% |
$141K - $157K
|
3.17K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-281- 23.96% |
$142K - $158K
|
892
$513K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-284- 7.4% |
$144K - $160K
|
3.55K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-286- 2.32% |
$145K - $161K
|
12K
$6.92M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-289- 11.38% |
$147K - $163K
|
2.25K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-290- 5.23% |
$147K - $163K
|
5.26K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-291- 5.82% |
$148K - $164K
|
4.71K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-292- 38.73% |
$148K - $165K
|
462
$266K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-295- 48.05% |
$150K - $166K
|
319
$183K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-296- 4.42% |
$150K - $167K
|
6.4K
$3.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-298- 13.52% |
$151K - $168K
|
1.91K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-298- 4.05% |
$151K - $168K
|
7.06K
$4.06M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-298- 3.38% |
$151K - $168K
|
8.53K
$4.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-299- 3.75% |
$152K - $169K
|
7.68K
$4.42M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-300- 3.47% |
$152K - $169K
|
8.36K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-300- 36.45% |
$152K - $169K
|
523
$301K
|
|
|
May 15, 2025
Q1 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-302- 0.95% |
$153K - $170K
|
31.4K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-303- 2.93% |
$154K - $171K
|
10K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-311- 13.97% |
$158K - $175K
|
1.92K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-316- 13.46% |
$160K - $178K
|
2.03K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-318- 0.2% |
$161K - $179K
|
160K
$92.3M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-318- 0.44% |
$161K - $179K
|
72.8K
$41.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-320- 1.11% |
$162K - $180K
|
28.4K
$16.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-326- 17.82% |
$165K - $184K
|
1.5K
$865K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-334- 15.16% |
$169K - $188K
|
1.87K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-334- 30.95% |
$169K - $188K
|
745
$429K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-337- 19.07% |
$171K - $190K
|
1.43K
$823K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-338- 0.51% |
$171K - $191K
|
66.1K
$38M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-344- 29.2% |
$174K - $194K
|
834
$480K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-352- 3.27% |
$178K - $198K
|
10.4K
$6M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-352- 30.32% |
$178K - $198K
|
809
$465K
|