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
|
Safeguard Financial, LLC
|
SELL
|
- |
-466- 4.09% |
$236K - $263K
|
10.9K
$6.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-468- 13.3% |
$237K - $264K
|
3.05K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-468- 2.74% |
$237K - $264K
|
16.6K
$9.57M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-468- 5.9% |
$237K - $264K
|
7.47K
$4.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-469- 18.09% |
$238K - $264K
|
2.12K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-471- 14.26% |
$239K - $265K
|
2.83K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-472- 1.16% |
$239K - $266K
|
40.1K
$23.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-474- 12.96% |
$240K - $267K
|
3.18K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-475- 52.95% |
$241K - $268K
|
422
$243K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-476- 1.4% |
$241K - $268K
|
33.5K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-483- 99.18% |
$245K - $272K
|
4
$2.3K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-483- 18.14% |
$245K - $272K
|
2.18K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-484- 2.76% |
$245K - $273K
|
17.1K
$9.83M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-484- 6.4% |
$245K - $273K
|
7.08K
$4.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-486- 50.94% |
$246K - $274K
|
468
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-488- 11.32% |
$247K - $275K
|
3.82K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-495- 35.53% |
$251K - $279K
|
898
$517K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-499- 1.95% |
$253K - $281K
|
25.1K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-499- 0.38% |
$253K - $281K
|
131K
$75.6M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-499- 53.54% |
$253K - $281K
|
433
$249K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-499- 54.0% |
$253K - $281K
|
425
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-500- 33.24% |
$254K - $282K
|
1K
$578K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-503- 2.6% |
$255K - $284K
|
18.8K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-503- 50.81% |
$255K - $284K
|
487
$280K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-508- 31.09% |
$258K - $286K
|
1.13K
$648K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-517- 13.63% |
$262K - $291K
|
3.28K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-518- 40.22% |
$263K - $292K
|
770
$443K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-523- 1.98% |
$265K - $295K
|
25.9K
$14.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-524- 30.5% |
$266K - $295K
|
1.19K
$687K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-525- 1.34% |
$266K - $296K
|
38.8K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-526- 50.33% |
$267K - $296K
|
519
$299K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-529- 1.19% |
$268K - $298K
|
44K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-529- 1.49% |
$268K - $298K
|
35.1K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-530- 14.45% |
$269K - $299K
|
3.14K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-536- 33.48% |
$272K - $302K
|
1.07K
$613K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-540- 7.78% |
$274K - $304K
|
6.41K
$3.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-543- 5.06% |
$275K - $306K
|
10.2K
$5.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-544- 13.08% |
$276K - $307K
|
3.61K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-547- 8.39% |
$277K - $308K
|
5.98K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-550- 3.3% |
$279K - $310K
|
16.1K
$9.28M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-552- 2.07% |
$280K - $311K
|
26.1K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-562- 10.35% |
$285K - $317K
|
4.87K
$2.8M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-565- 37.12% |
$286K - $318K
|
957
$550K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-566- 11.75% |
$287K - $319K
|
4.25K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-566- 6.98% |
$287K - $319K
|
7.54K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-569- 51.54% |
$289K - $321K
|
535
$308K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-576- 51.38% |
$292K - $325K
|
545
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-579- 20.66% |
$294K - $326K
|
2.22K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-596- 13.57% |
$302K - $336K
|
3.8K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-600- 53.72% |
$304K - $338K
|
517
$297K
|