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 18, 2025
Q2 2025
|
Sicart Associates LLC
|
SELL
|
- |
-550- 55.5% |
$251K - $312K
|
441
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-551- 50.0% |
$252K - $313K
|
551
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-552- 2.43% |
$252K - $314K
|
22.2K
$13.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-557- 43.25% |
$254K - $316K
|
731
$454K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-562- 0.57% |
$257K - $319K
|
97.3K
$60.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-564- 18.07% |
$258K - $320K
|
2.56K
$1.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-570- 3.0% |
$260K - $324K
|
18.5K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-570- 25.56% |
$260K - $324K
|
1.66K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-576- 1.32% |
$263K - $327K
|
43.2K
$26.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-582- 1.03% |
$266K - $331K
|
56K
$34.8M
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-582- 29.22% |
$266K - $331K
|
1.41K
$876K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-586- 1.92% |
$268K - $333K
|
29.9K
$18.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-588- 0.93% |
$269K - $334K
|
62.6K
$38.9M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-593- 3.65% |
$271K - $337K
|
15.6K
$9.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-597- 1.24% |
$273K - $339K
|
47.7K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-597- 2.39% |
$273K - $339K
|
24.4K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-599- 4.44% |
$274K - $340K
|
12.9K
$8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-614- 4.85% |
$280K - $349K
|
12K
$7.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-619- 4.94% |
$283K - $352K
|
11.9K
$7.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-620- 1.09% |
$283K - $352K
|
56.2K
$34.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-620- 7.86% |
$283K - $352K
|
7.27K
$4.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-627- 9.09% |
$286K - $356K
|
6.27K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-628- 7.88% |
$287K - $357K
|
7.34K
$4.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-631- 4.13% |
$288K - $358K
|
14.6K
$9.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-632- 6.78% |
$289K - $359K
|
8.69K
$5.4M
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-632- 59.29% |
$289K - $359K
|
434
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-635- 3.85% |
$290K - $361K
|
15.9K
$9.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-636- 6.95% |
$290K - $361K
|
8.51K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-644- 99.54% |
$294K - $366K
|
3
$1.86K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-650- 15.5% |
$297K - $369K
|
3.54K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-650- 56.13% |
$297K - $369K
|
508
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-651- 17.52% |
$297K - $370K
|
3.06K
$1.9M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-651- 2.66% |
$297K - $370K
|
23.8K
$14.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-656- 11.91% |
$300K - $373K
|
4.85K
$3.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-660- 5.57% |
$301K - $375K
|
11.2K
$6.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-666- 2.82% |
$304K - $378K
|
22.9K
$14.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-666- 31.67% |
$304K - $378K
|
1.44K
$892K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-666- 32.94% |
$304K - $378K
|
1.36K
$842K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-674- 13.28% |
$308K - $383K
|
4.4K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-681- 0.45% |
$311K - $387K
|
151K
$93.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-682- 2.24% |
$311K - $387K
|
29.8K
$18.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-682- 20.36% |
$311K - $387K
|
2.67K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-685- 8.78% |
$313K - $389K
|
7.12K
$4.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-687- 38.64% |
$314K - $390K
|
1.09K
$678K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-691- 4.03% |
$316K - $393K
|
16.4K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-700- 1.35% |
$320K - $398K
|
51.3K
$31.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-709- 11.57% |
$324K - $403K
|
5.42K
$3.36M
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-710- 2.19% |
$324K - $403K
|
31.8K
$19.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-718- 3.43% |
$328K - $408K
|
20.2K
$12.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-721- 7.96% |
$329K - $410K
|
8.34K
$5.18M
|