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 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 22.82% |
$12.1M - $13.5M
|
80.9K
$46.6M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-24.8K- 33.62% |
$12.6M - $14M
|
48.9K
$28.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-25.1K- 83.81% |
$12.7M - $14.1M
|
4.85K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-25.4K- 45.89% |
$12.9M - $14.3M
|
30K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-25.6K- 25.97% |
$13M - $14.4M
|
72.9K
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-25.9K- 96.85% |
$13.1M - $14.6M
|
841
$484K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-26.3K- 4.11% |
$13.3M - $14.8M
|
612K
$352M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27K- 7.34% |
$13.7M - $15.2M
|
341K
$196M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-27.8K- 5.7% |
$14.1M - $15.7M
|
460K
$265M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-29.2K- 11.74% |
$14.8M - $16.5M
|
220K
$126M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-29.5K- 25.52% |
$14.9M - $16.6M
|
86K
$49.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.5K- 8.55% |
$15M - $16.6M
|
316K
$182M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-30K- 59.41% |
$15.2M - $16.9M
|
20.5K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-30.7K- 21.84% |
$15.6M - $17.3M
|
110K
$63.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-31.5K- 3.84% |
$16M - $17.8M
|
789K
$454M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-33.7K- 85.1% |
$17.1M - $19M
|
5.89K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-34.6K- 25.78% |
$17.6M - $19.5M
|
99.7K
$57.4M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34.9K- 13.65% |
$17.7M - $19.7M
|
221K
$127M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.8K- 51.22% |
$18.2M - $20.2M
|
34.1K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-36K- 27.23% |
$18.2M - $20.3M
|
96.1K
$55.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36.3K- 8.14% |
$18.4M - $20.5M
|
410K
$236M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.4K- 7.91% |
$18.4M - $20.5M
|
423K
$244M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-40.1K- 68.7% |
$20.3M - $22.6M
|
18.3K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-45.3K- 85.99% |
$23M - $25.6M
|
7.39K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-45.5K- 73.97% |
$23.1M - $25.6M
|
16K
$9.21M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.8K- 12.76% |
$23.2M - $25.8M
|
313K
$180M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-47.2K- 96.25% |
$23.9M - $26.6M
|
1.84K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.7K- 20.78% |
$24.7M - $27.5M
|
186K
$107M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.1K- 2.81% |
$26.4M - $29.4M
|
1.8M
$1.03B
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-52.4K- 45.19% |
$26.6M - $29.6M
|
63.6K
$36.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-52.9K- 97.01% |
$26.8M - $29.8M
|
1.63K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.1KClosed |
$28M - $31.1M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-56.1K- 51.85% |
$28.5M - $31.6M
|
52.1K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-58.2K- 93.09% |
$29.5M - $32.8M
|
4.32K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-63.4K- 11.35% |
$32.1M - $35.7M
|
495K
$285M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-66.3K- 76.56% |
$33.6M - $37.4M
|
20.3K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-72.1K- 98.56% |
$36.6M - $40.7M
|
1.05K
$605K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-72.5K- 55.18% |
$36.8M - $40.9M
|
58.9K
$33.9M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-76.3K- 42.53% |
$38.7M - $43M
|
103K
$59.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-80.6K- 12.03% |
$40.9M - $45.4M
|
590K
$339M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-88.4K- 82.62% |
$44.8M - $49.8M
|
18.6K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-89.8K- 71.16% |
$45.5M - $50.6M
|
36.4K
$20.9M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-90.2K- 68.84% |
$45.7M - $50.8M
|
40.8K
$23.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-94.2K- 98.69% |
$47.8M - $53.1M
|
1.26K
$722K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-96.9K- 27.91% |
$49.1M - $54.6M
|
250K
$144M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-143K- 50.31% |
$72.4M - $80.5M
|
141K
$81.2M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-160K- 70.71% |
$81M - $90.1M
|
66.2K
$38.1M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-174K- 95.57% |
$88.1M - $97.9M
|
8.06K
$4.64M
|
|
|
May 09, 2025
Q1 2025
|
E L Financial Corp LTD
|
SELL
|
- |
-174K- 10.5% |
$88.1M - $97.9M
|
1.48M
$851M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-212K- 12.17% |
$108M - $120M
|
1.53M
$881M
|