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 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-10.6K- 2.89% |
$5.37M - $5.97M
|
355K
$204M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-10.8K- 85.08% |
$5.5M - $6.11M
|
1.9K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-10.9K- 13.22% |
$5.53M - $6.14M
|
71.5K
$41.1M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-11K- 75.2% |
$5.59M - $6.21M
|
3.63K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 0.67% |
$5.6M - $6.23M
|
1.65M
$947M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.1K- 6.26% |
$5.65M - $6.28M
|
167K
$96M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.3K- 2.44% |
$5.72M - $6.35M
|
451K
$260M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-11.5K- 18.67% |
$5.83M - $6.48M
|
50.1K
$28.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.2K- 68.46% |
$6.19M - $6.88M
|
5.62K
$3.24M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-12.3K- 23.31% |
$6.23M - $6.93M
|
40.5K
$23.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.6K- 60.97% |
$6.4M - $7.12M
|
8.08K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.8K- 3.92% |
$6.47M - $7.19M
|
313K
$180M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.8K- 16.72% |
$6.47M - $7.2M
|
63.6K
$36.6M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-12.8K- 24.4% |
$6.5M - $7.23M
|
39.7K
$22.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 98.61% |
$6.56M - $7.29M
|
183
$105K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13K- 5.44% |
$6.58M - $7.31M
|
226K
$130M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-13.4K- 8.2% |
$6.8M - $7.56M
|
150K
$86.3M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-13.8K- 9.61% |
$7.01M - $7.8M
|
130K
$74.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 20.94% |
$7.41M - $8.24M
|
55.2K
$31.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-14.7K- 8.23% |
$7.47M - $8.31M
|
164K
$94.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-14.8K- 36.63% |
$7.53M - $8.37M
|
25.7K
$14.8M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-14.9K- 2.36% |
$7.56M - $8.41M
|
617K
$355M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-14.9K- 1.84% |
$7.57M - $8.42M
|
798K
$459M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-15K- 48.39% |
$7.6M - $8.44M
|
16K
$9.19M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-15.1K- 4.46% |
$7.65M - $8.51M
|
324K
$186M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-15.2K- 39.85% |
$7.68M - $8.54M
|
22.9K
$13.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.3K- 27.12% |
$7.74M - $8.6M
|
41K
$23.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.3K- 12.4% |
$7.78M - $8.65M
|
108K
$62.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-15.4K- 2.72% |
$7.83M - $8.7M
|
552K
$317M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15.7K- 67.15% |
$7.95M - $8.84M
|
7.67K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-16.3K- 13.7% |
$8.24M - $9.16M
|
102K
$58.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.4K- 13.03% |
$8.29M - $9.22M
|
109K
$62.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-17.4K- 88.71% |
$8.83M - $9.82M
|
2.22K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 6.81% |
$8.96M - $9.96M
|
242K
$139M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-17.7K- 48.2% |
$8.98M - $9.99M
|
19K
$10.9M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-17.7K- 46.24% |
$8.99M - $10M
|
20.6K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-18.1K- 63.44% |
$9.19M - $10.2M
|
10.4K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.3K- 2.08% |
$9.29M - $10.3M
|
861K
$495M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-18.6K- 34.38% |
$9.43M - $10.5M
|
35.5K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.6K- 72.66% |
$9.43M - $10.5M
|
7K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-19.1K- 8.76% |
$9.69M - $10.8M
|
199K
$115M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-19.2K- 18.17% |
$9.71M - $10.8M
|
86.3K
$49.6M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.2K- 96.26% |
$9.74M - $10.8M
|
747
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-19.5K- 7.19% |
$9.87M - $11M
|
251K
$145M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-20.6K- 25.74% |
$10.4M - $11.6M
|
59.4K
$34.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
SELL
|
- |
-21.1K- 7.14% |
$10.7M - $11.9M
|
275K
$158M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-21.4K- 93.62% |
$10.9M - $12.1M
|
1.46K
$839K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-23.1K- 0.91% |
$11.7M - $13M
|
2.53M
$1.45B
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.2K- 39.06% |
$11.8M - $13.1M
|
36.2K
$20.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-23.8K- 25.93% |
$12M - $13.4M
|
67.9K
$39M
|