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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.35K- 10.89% |
$1.7M - $1.89M
|
27.4K
$15.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-3.39K- 2.03% |
$1.72M - $1.91M
|
163K
$93.9M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-3.42K- 74.76% |
$1.73M - $1.93M
|
1.15K
$663K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.52K- 7.92% |
$1.78M - $1.98M
|
40.9K
$23.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.53K- 19.45% |
$1.79M - $1.99M
|
14.6K
$8.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.54K- 21.56% |
$1.79M - $1.99M
|
12.9K
$7.4M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.55K- 4.12% |
$1.8M - $2M
|
82.6K
$47.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-3.58K- 17.3% |
$1.82M - $2.02M
|
17.1K
$9.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.62K- 14.05% |
$1.84M - $2.04M
|
22.2K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.72K- 6.38% |
$1.89M - $2.1M
|
54.6K
$31.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.73K- 6.64% |
$1.89M - $2.1M
|
52.4K
$30.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.77K- 9.93% |
$1.91M - $2.12M
|
34.2K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.79K- 68.17% |
$1.92M - $2.14M
|
1.77K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.81K- 5.19% |
$1.93M - $2.14M
|
69.6K
$40M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.81K- 12.67% |
$1.93M - $2.15M
|
26.3K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.84K- 51.11% |
$1.95M - $2.16M
|
3.67K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-3.87K- 86.18% |
$1.96M - $2.18M
|
620
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-3.88K- 5.61% |
$1.97M - $2.19M
|
65.3K
$37.6M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.9K- 0.92% |
$1.98M - $2.2M
|
418K
$241M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.95K- 56.01% |
$2M - $2.22M
|
3.1K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.15K- 1.68% |
$2.1M - $2.34M
|
244K
$140M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-4.17K- 8.56% |
$2.11M - $2.35M
|
44.6K
$25.6M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-4.2K- 13.88% |
$2.13M - $2.37M
|
26.1K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-4.24K- 2.72% |
$2.15M - $2.39M
|
152K
$87.2M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-4.25K- 14.59% |
$2.15M - $2.4M
|
24.9K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4.28K- 3.29% |
$2.17M - $2.41M
|
126K
$72.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.39K- 50.07% |
$2.22M - $2.47M
|
4.37K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4.39K- 59.58% |
$2.23M - $2.48M
|
2.98K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Ardmore Road Asset Management LP
New York, NY |
SELL
|
- |
-4.4K- 61.97% |
$2.23M - $2.48M
|
2.7K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.48K- 15.24% |
$2.27M - $2.52M
|
24.9K
$14.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.56K- 45.28% |
$2.31M - $2.57M
|
5.51K
$3.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.59K- 49.06% |
$2.32M - $2.58M
|
4.76K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.63K- 3.07% |
$2.35M - $2.61M
|
147K
$84.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.65K- 28.94% |
$2.36M - $2.62M
|
11.4K
$6.57M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.66K- 12.46% |
$2.36M - $2.63M
|
32.7K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-4.67K- 5.31% |
$2.37M - $2.63M
|
83.4K
$48M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.79K- 1.3% |
$2.43M - $2.7M
|
364K
$209M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.87K- 1.63% |
$2.47M - $2.75M
|
293K
$169M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-4.89K- 2.94% |
$2.48M - $2.76M
|
162K
$93.1M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-4.94K- 10.04% |
$2.51M - $2.79M
|
44.3K
$25.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.99K- 63.85% |
$2.53M - $2.81M
|
2.83K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-5K- 26.04% |
$2.53M - $2.82M
|
14.2K
$8.16M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.15K- 35.79% |
$2.61M - $2.91M
|
9.25K
$5.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-5.24K- 40.09% |
$2.66M - $2.96M
|
7.84K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-5.27K- 1.13% |
$2.67M - $2.97M
|
462K
$266M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-5.33K- 7.86% |
$2.7M - $3.01M
|
62.5K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-5.39K- 7.6% |
$2.73M - $3.04M
|
65.6K
$37.7M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.4K- 9.11% |
$2.74M - $3.04M
|
53.9K
$31M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.5K- 4.6% |
$2.79M - $3.1M
|
114K
$65.6M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield University
|
SELL
|
- |
-5.53K- 1.85% |
$2.8M - $3.12M
|
293K
$169M
|