Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-309- 1.89% |
$141K - $176K
|
16K
$9.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-309- 36.65% |
$141K - $176K
|
534
$332K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-310- 1.57% |
$142K - $176K
|
19.4K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-315- 33.62% |
$144K - $179K
|
622
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-317- 41.88% |
$145K - $180K
|
440
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-317- 6.25% |
$145K - $180K
|
4.75K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-318- 4.69% |
$145K - $181K
|
6.46K
$4.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-320- 1.07% |
$146K - $182K
|
29.5K
$18.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-322- 0.74% |
$147K - $183K
|
43.4K
$27M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-325- 0.86% |
$148K - $185K
|
37.5K
$23.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-327- 2.83% |
$149K - $186K
|
11.2K
$6.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-329- 9.87% |
$150K - $187K
|
3.01K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-333- 4.62% |
$152K - $189K
|
6.87K
$4.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-336- 15.08% |
$153K - $191K
|
1.89K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-338- 10.24% |
$154K - $192K
|
2.96K
$1.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-341- 0.39% |
$156K - $194K
|
87.6K
$54.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-343- 47.25% |
$157K - $195K
|
383
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-352- 4.45% |
$161K - $200K
|
7.57K
$4.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-352- 36.44% |
$161K - $200K
|
614
$381K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-353- 20.94% |
$161K - $201K
|
1.33K
$828K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-354- 3.87% |
$162K - $201K
|
8.78K
$5.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-356- 2.03% |
$163K - $202K
|
17.2K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-357- 0.98% |
$163K - $203K
|
36K
$22.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-359- 5.12% |
$164K - $204K
|
6.65K
$4.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-362- 1.62% |
$165K - $206K
|
21.9K
$13.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-364- 9.15% |
$166K - $207K
|
3.62K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-365- 4.24% |
$167K - $207K
|
8.25K
$5.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-365- 1.17% |
$167K - $207K
|
30.7K
$19.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-366- 38.57% |
$167K - $208K
|
583
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-367- 3.01% |
$168K - $208K
|
11.8K
$7.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-370- 15.77% |
$169K - $210K
|
1.98K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-370- 35.24% |
$169K - $210K
|
680
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-371- 9.75% |
$169K - $211K
|
3.43K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-375- 8.03% |
$171K - $213K
|
4.29K
$2.67M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-376- 2.03% |
$172K - $214K
|
18.2K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-377- 6.23% |
$172K - $214K
|
5.67K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-377- 16.38% |
$172K - $214K
|
1.92K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-379- 7.12% |
$173K - $215K
|
4.94K
$3.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-386- 4.98% |
$176K - $219K
|
7.37K
$4.58M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-391- 27.36% |
$179K - $222K
|
1.04K
$645K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-392- 13.84% |
$179K - $223K
|
2.44K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-395- 1.13% |
$180K - $224K
|
34.5K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-396- 3.8% |
$181K - $225K
|
10K
$6.22M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-400- 3.94% |
$183K - $227K
|
9.75K
$6.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-401- 2.9% |
$183K - $228K
|
13.4K
$8.35M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-403- 12.9% |
$184K - $229K
|
2.72K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-406- 24.04% |
$185K - $231K
|
1.28K
$797K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-407- 0.93% |
$186K - $231K
|
43.6K
$27.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-409- 38.01% |
$187K - $232K
|
667
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-409- 7.76% |
$187K - $232K
|
4.86K
$3.02M
|