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
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-354- 13.11% |
$179K - $200K
|
2.35K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-359- 0.95% |
$182K - $202K
|
37.3K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-362- 5.37% |
$184K - $204K
|
6.38K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-363- 0.91% |
$184K - $205K
|
39.5K
$22.7M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-364- 3.21% |
$185K - $205K
|
11K
$6.32M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-365- 13.09% |
$185K - $206K
|
2.42K
$1.39M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-365- 8.21% |
$185K - $206K
|
4.08K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-369- 0.93% |
$187K - $208K
|
39.4K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-370- 1.54% |
$188K - $209K
|
23.6K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-371- 4.18% |
$188K - $209K
|
8.5K
$4.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-371- 3.2% |
$188K - $209K
|
11.2K
$6.45M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-372- 6.84% |
$189K - $210K
|
5.07K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-375- 27.51% |
$190K - $211K
|
988
$568K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-381- 11.21% |
$193K - $215K
|
3.02K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-384- 1.12% |
$195K - $216K
|
33.9K
$19.5M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-384- 1.28% |
$195K - $216K
|
29.7K
$17.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-386- 9.48% |
$196K - $218K
|
3.68K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-388- 0.37% |
$197K - $219K
|
103K
$59.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-395- 2.46% |
$200K - $223K
|
15.6K
$9M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-395- 21.12% |
$200K - $223K
|
1.48K
$848K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-400- 41.84% |
$203K - $225K
|
556
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-401- 3.1% |
$203K - $226K
|
12.5K
$7.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-402- 2.06% |
$204K - $227K
|
19.1K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-403- 24.15% |
$204K - $227K
|
1.27K
$728K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-406- 99.75% |
$206K - $229K
|
1
$575
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-407- 19.76% |
$206K - $229K
|
1.65K
$951K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-409- 35.05% |
$207K - $231K
|
758
$436K
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-409- 7.2% |
$207K - $231K
|
5.27K
$3.03M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-411- 1.49% |
$208K - $232K
|
27.2K
$15.6M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-411- 2.55% |
$208K - $232K
|
15.7K
$9.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-413- 27.05% |
$209K - $233K
|
1.11K
$641K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-415- 7.37% |
$210K - $234K
|
5.22K
$3M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-416- 4.84% |
$211K - $234K
|
8.18K
$4.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-419- 69.26% |
$212K - $236K
|
186
$107K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-422- 0.57% |
$214K - $238K
|
73.9K
$42.5M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-424- 10.24% |
$215K - $239K
|
3.72K
$2.14M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-424- 10.24% |
$215K - $239K
|
3.72K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-426- 16.4% |
$216K - $240K
|
2.17K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-426- 30.58% |
$216K - $240K
|
967
$556K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-438- 7.36% |
$222K - $247K
|
5.51K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-438- 5.61% |
$222K - $247K
|
7.37K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-440- 19.21% |
$223K - $248K
|
1.85K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-444- 3.56% |
$225K - $250K
|
12K
$6.92M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-454- 4.08% |
$230K - $256K
|
10.7K
$6.14M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-454- 20.94% |
$230K - $256K
|
1.71K
$986K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-455- 38.36% |
$231K - $256K
|
731
$420K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-456- 40.53% |
$231K - $257K
|
669
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-460- 4.7% |
$233K - $259K
|
9.33K
$5.37M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-461- 5.67% |
$234K - $260K
|
7.67K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-463- 6.15% |
$235K - $261K
|
7.06K
$4.06M
|