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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-5- 0.14% |
$2.28K - $2.84K
|
3.57K
$2.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6- 0.12% |
$2.74K - $3.41K
|
4.85K
$2.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6- 0.47% |
$2.74K - $3.41K
|
1.27K
$752K
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-6- 0.1% |
$2.74K - $3.41K
|
6.1K
$3.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7- 0.14% |
$3.2K - $3.98K
|
4.86K
$2.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-7- 1.35% |
$3.2K - $3.98K
|
510
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-7- 0.07% |
$3.2K - $3.98K
|
10.5K
$6.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 1.43% |
$3.2K - $3.98K
|
484
$286K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-7- 1.62% |
$3.2K - $3.98K
|
424
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-8- 0.9% |
$3.65K - $4.54K
|
881
$521K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-8- 0.13% |
$3.65K - $4.54K
|
6.36K
$3.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-8- 1.66% |
$3.65K - $4.54K
|
473
$280K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-8- 0.88% |
$3.65K - $4.54K
|
901
$533K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8- 1.15% |
$3.65K - $4.54K
|
688
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-8- 1.13% |
$3.65K - $4.54K
|
702
$415K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-9- 0.37% |
$4.11K - $5.11K
|
2.4K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-9- 0.27% |
$4.11K - $5.11K
|
3.33K
$1.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-9- 0.35% |
$4.11K - $5.11K
|
2.54K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-10- 1.54% |
$4.57K - $5.68K
|
639
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-10- 1.66% |
$4.57K - $5.68K
|
593
$351K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-10- 1.88% |
$4.57K - $5.68K
|
522
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10- 1.63% |
$4.57K - $5.68K
|
602
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-10- 0.41% |
$4.57K - $5.68K
|
2.46K
$1.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-10- 0.37% |
$4.57K - $5.68K
|
2.7K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-10- 0.7% |
$4.57K - $5.68K
|
1.42K
$837K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.54% |
$4.57K - $5.68K
|
1.84K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-10- 4.65% |
$4.57K - $5.68K
|
205
$121K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-10- 0.62% |
$4.57K - $5.68K
|
1.6K
$945K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-10- 1.22% |
$4.57K - $5.68K
|
812
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-11- 0.07% |
$5.02K - $6.25K
|
15.1K
$8.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-11- 2.42% |
$5.02K - $6.25K
|
443
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-11- 2.47% |
$5.02K - $6.25K
|
434
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-12- 0.27% |
$5.48K - $6.82K
|
4.38K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-12- 0.88% |
$5.48K - $6.82K
|
1.36K
$802K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-12- 0.19% |
$5.48K - $6.82K
|
6.23K
$3.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-12- 0.64% |
$5.48K - $6.82K
|
1.85K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-12- 1.23% |
$5.48K - $6.82K
|
961
$568K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12- 0.38% |
$5.48K - $6.82K
|
3.19K
$1.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-12- 1.52% |
$5.48K - $6.82K
|
775
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-12- 0.21% |
$5.48K - $6.82K
|
5.67K
$3.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-13- 1.13% |
$5.94K - $7.38K
|
1.14K
$673K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-13- 1.84% |
$5.94K - $7.38K
|
695
$411K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-13- 1.64% |
$5.94K - $7.38K
|
781
$462K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-13- 2.28% |
$5.94K - $7.38K
|
558
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-13- 0.09% |
$5.94K - $7.38K
|
13.7K
$8.1M
|
|
|
Aug 14, 2025
Q2 2025
|
E L Financial Corp LTD
|
SELL
|
- |
-13- -0.0% |
$5.94K - $7.38K
|
1.48M
$875M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-14- 1.15% |
$6.39K - $7.95K
|
1.21K
$713K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-14- 0.13% |
$6.39K - $7.95K
|
10.6K
$6.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-14- 0.29% |
$6.39K - $7.95K
|
4.8K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-15- 1.83% |
$6.85K - $8.52K
|
805
$476K
|