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 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-786- 6.49% |
$399K - $443K
|
11.3K
$6.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-790- 35.89% |
$401K - $445K
|
1.41K
$812K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-792Closed |
$402K - $446K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-806- 2.76% |
$409K - $454K
|
28.4K
$16.3M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-810- 2.04% |
$411K - $457K
|
38.9K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-813- 3.15% |
$412K - $458K
|
25K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-818- 10.86% |
$415K - $461K
|
6.71K
$3.86M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-825- 0.47% |
$418K - $465K
|
174K
$99.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-844- 11.28% |
$428K - $476K
|
6.64K
$3.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-848- 1.47% |
$430K - $478K
|
56.9K
$32.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-862- 31.58% |
$437K - $486K
|
1.87K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-868- 24.06% |
$440K - $489K
|
2.74K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-871- 9.71% |
$442K - $491K
|
8.1K
$4.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-882- 57.31% |
$447K - $497K
|
657
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-884- 2.88% |
$448K - $498K
|
29.8K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-898- 1.15% |
$455K - $506K
|
77K
$44.3M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-901- 19.81% |
$457K - $508K
|
3.65K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-910- 7.51% |
$461K - $513K
|
11.2K
$6.45M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-910- 21.37% |
$461K - $513K
|
3.35K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-912- 1.58% |
$462K - $514K
|
56.9K
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-914- 61.55% |
$463K - $515K
|
571
$328K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-918- 7.18% |
$465K - $517K
|
11.9K
$6.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-928- 4.18% |
$471K - $523K
|
21.3K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-932- 9.3% |
$473K - $525K
|
9.09K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-933- 7.01% |
$473K - $526K
|
12.4K
$7.12M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-942- 2.11% |
$478K - $531K
|
43.8K
$25.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-951- 22.88% |
$482K - $536K
|
3.21K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-953- 1.01% |
$483K - $537K
|
93.2K
$53.6M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-960- 3.0% |
$487K - $541K
|
31.1K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-979- 5.16% |
$496K - $552K
|
18K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-985- 4.15% |
$499K - $555K
|
22.7K
$13.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-987- 13.25% |
$500K - $556K
|
6.46K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-987- 7.35% |
$500K - $556K
|
12.4K
$7.15M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-990- 9.54% |
$502K - $558K
|
9.38K
$5.4M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-995- 22.78% |
$505K - $561K
|
3.37K
$1.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 1.05% |
$513K - $570K
|
95.2K
$54.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.01K- 10.44% |
$514K - $571K
|
8.69K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 1.43% |
$514K - $571K
|
69.8K
$40.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-1.04K- 12.75% |
$525K - $583K
|
7.08K
$4.07M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-1.04K- 31.61% |
$525K - $583K
|
2.24K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.04K- 0.19% |
$528K - $587K
|
550K
$316M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.06K- 21.74% |
$536K - $596K
|
3.81K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 9.15% |
$541K - $601K
|
10.6K
$6.09M
|
|
|
May 15, 2025
Q1 2025
|
Kearns & Associates LLC
|
SELL
|
- |
-1.07K- 1.16% |
$543K - $603K
|
91.5K
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.08K- 7.76% |
$545K - $606K
|
12.8K
$7.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-1.08K- 5.12% |
$549K - $610K
|
20.1K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.09K- 2.27% |
$551K - $612K
|
46.7K
$26.9M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.09K- 68.09% |
$552K - $613K
|
510
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 49.06% |
$553K - $615K
|
1.13K
$652K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.1K- 46.42% |
$556K - $618K
|
1.27K
$728K
|