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 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.71K- 7.44% |
$2.89M - $3.22M
|
71K
$40.8M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.72K- 0.49% |
$2.9M - $3.22M
|
1.17M
$672M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.8K- 51.41% |
$2.94M - $3.27M
|
5.49K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.82K- 23.87% |
$2.95M - $3.28M
|
18.5K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.88K- 5.79% |
$2.98M - $3.31M
|
95.7K
$55M
|
|
|
May 13, 2025
Q1 2025
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-5.95K- 6.72% |
$3.02M - $3.35M
|
82.6K
$47.5M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-5.97K- 6.14% |
$3.03M - $3.36M
|
91.3K
$52.5M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.97K- 14.28% |
$3.03M - $3.36M
|
35.8K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-5.99K- 89.14% |
$3.04M - $3.38M
|
730
$420K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6K- 8.56% |
$3.04M - $3.38M
|
64.1K
$36.9M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.06K- 30.7% |
$3.07M - $3.42M
|
13.7K
$7.87M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-6.14K- 55.22% |
$3.11M - $3.46M
|
4.98K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.15K- 0.75% |
$3.12M - $3.47M
|
814K
$468M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-6.25K- 2.13% |
$3.17M - $3.52M
|
287K
$165M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.25K- 2.02% |
$3.17M - $3.52M
|
303K
$174M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.36K- 19.58% |
$3.23M - $3.59M
|
26.1K
$15M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6.4K- 33.38% |
$3.24M - $3.61M
|
12.8K
$7.34M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 11.55% |
$3.31M - $3.68M
|
50K
$28.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-6.54K- 88.86% |
$3.32M - $3.69M
|
820
$472K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-6.65K- 8.03% |
$3.37M - $3.75M
|
76.2K
$43.8M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.67K- 99.81% |
$3.38M - $3.76M
|
13
$7.48K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-6.68K- 41.02% |
$3.39M - $3.77M
|
9.61K
$5.53M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.7K- 12.07% |
$3.4M - $3.77M
|
48.8K
$28.1M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-6.75K- 49.45% |
$3.42M - $3.8M
|
6.9K
$3.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-6.8K- 5.27% |
$3.45M - $3.83M
|
122K
$70.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-6.81K- 0.78% |
$3.45M - $3.84M
|
871K
$501M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-6.84K- 26.4% |
$3.47M - $3.86M
|
19.1K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Globe Life Inc.
|
SELL
|
- |
-7.2K- 1.2% |
$3.65M - $4.06M
|
592K
$341M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.53K- 2.07% |
$3.82M - $4.24M
|
356K
$205M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-7.55K- 6.3% |
$3.83M - $4.26M
|
112K
$64.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-7.7K- 0.88% |
$3.91M - $4.34M
|
867K
$499M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-7.76K- 5.48% |
$3.93M - $4.37M
|
134K
$77M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-7.89K- 31.53% |
$4M - $4.45M
|
17.1K
$9.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.12K- 15.14% |
$4.12M - $4.57M
|
45.5K
$26.2M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-8.32K- 25.67% |
$4.22M - $4.69M
|
24.1K
$13.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8.38K- 7.44% |
$4.25M - $4.72M
|
104K
$59.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-8.51K- 19.12% |
$4.32M - $4.8M
|
36K
$20.7M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-8.68K- 2.99% |
$4.4M - $4.89M
|
282K
$162M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.7K- 7.69% |
$4.41M - $4.9M
|
104K
$60M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-8.87K- 8.63% |
$4.5M - $5M
|
94K
$54.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.88K- 9.99% |
$4.5M - $5M
|
80K
$46M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-9.13K- 40.9% |
$4.63M - $5.14M
|
13.2K
$7.59M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-9.48K- 34.32% |
$4.81M - $5.34M
|
18.1K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.55K- 0.56% |
$4.84M - $5.38M
|
1.69M
$973M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.6K- 20.99% |
$4.87M - $5.41M
|
36.1K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-9.61K- 67.43% |
$4.87M - $5.42M
|
4.64K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9.74K- 38.87% |
$4.94M - $5.49M
|
15.3K
$8.81M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.82K- 1.96% |
$4.98M - $5.53M
|
490K
$282M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.84K- 1.33% |
$4.99M - $5.55M
|
732K
$421M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-10.3K- 40.19% |
$5.2M - $5.78M
|
15.3K
$8.78M
|