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
|
Fwl Investment Management, LLC
|
SELL
|
- |
-15- 13.04% |
$6.85K - $8.52K
|
100
$59.1K
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-15- 0.42% |
$6.85K - $8.52K
|
3.53K
$2.09M
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 0.33% |
$6.85K - $8.52K
|
4.59K
$2.71M
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-16- 0.34% |
$7.31K - $9.09K
|
4.63K
$2.74M
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-16- 3.97% |
$7.31K - $9.09K
|
387
$229K
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-16- 0.24% |
$7.31K - $9.09K
|
6.61K
$3.91M
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-16- 0.42% |
$7.31K - $9.09K
|
3.78K
$2.24M
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-16- 0.57% |
$7.31K - $9.09K
|
2.8K
$1.66M
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-16- 1.16% |
$7.31K - $9.09K
|
1.36K
$803K
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-17- 5.57% |
$7.76K - $9.66K
|
288
$170K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-17- 0.51% |
$7.76K - $9.66K
|
3.29K
$1.94M
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-17- 0.13% |
$7.76K - $9.66K
|
13.2K
$7.8M
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-18- 0.36% |
$8.22K - $10.2K
|
5K
$2.96M
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-18- 1.15% |
$8.22K - $10.2K
|
1.55K
$917K
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-18- 1.3% |
$8.22K - $10.2K
|
1.37K
$808K
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-18- 4.18% |
$8.22K - $10.2K
|
413
$244K
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-18- 0.54% |
$8.22K - $10.2K
|
3.34K
$1.97M
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19- 0.12% |
$8.68K - $10.8K
|
16.1K
$9.52M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-19- 0.09% |
$8.68K - $10.8K
|
20.2K
$11.9M
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-19- 1.78% |
$8.68K - $10.8K
|
1.05K
$621K
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-19- 0.63% |
$8.68K - $10.8K
|
2.99K
$1.77M
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19- 0.74% |
$8.68K - $10.8K
|
2.55K
$1.51M
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-19- 3.04% |
$8.68K - $10.8K
|
607
$359K
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-20- 5.0% |
$9.13K - $11.4K
|
380
$225K
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-20- 0.7% |
$9.13K - $11.4K
|
2.84K
$1.68M
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-20- 3.02% |
$9.13K - $11.4K
|
642
$380K
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-20- 0.56% |
$9.13K - $11.4K
|
3.58K
$2.12M
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-20- 1.05% |
$9.13K - $11.4K
|
1.88K
$1.11M
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-21- 0.65% |
$9.59K - $11.9K
|
3.22K
$1.9M
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-21- 1.27% |
$9.59K - $11.9K
|
1.63K
$963K
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-22- 0.35% |
$10K - $12.5K
|
6.33K
$3.74M
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-22- 4.63% |
$10K - $12.5K
|
453
$268K
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-22- 0.89% |
$10K - $12.5K
|
2.45K
$1.45M
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.99% |
$10K - $12.5K
|
2.2K
$1.3M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-23- 0.07% |
$10.5K - $13.1K
|
35.2K
$20.8M
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-23- 0.19% |
$10.5K - $13.1K
|
12.3K
$7.25M
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-23- 1.18% |
$10.5K - $13.1K
|
1.93K
$1.14M
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-24- 1.61% |
$11K - $13.6K
|
1.47K
$867K
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-24- 8.3% |
$11K - $13.6K
|
265
$157K
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-24- 0.07% |
$11K - $13.6K
|
35.2K
$20.8M
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-25- 4.65% |
$11.4K - $14.2K
|
513
$303K
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-25- 0.29% |
$11.4K - $14.2K
|
8.67K
$5.12M
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-25- 0.15% |
$11.4K - $14.2K
|
17.1K
$10.1M
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25- 2.53% |
$11.4K - $14.2K
|
964
$570K
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-26- 1.23% |
$11.9K - $14.8K
|
2.09K
$1.24M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 4.32% |
$11.9K - $14.8K
|
576
$341K
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-26- 3.6% |
$11.9K - $14.8K
|
696
$412K
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-27- 2.58% |
$12.3K - $15.3K
|
1.02K
$603K
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-27- 1.49% |
$12.3K - $15.3K
|
1.79K
$1.06M
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-28- 0.2% |
$12.8K - $15.9K
|
13.8K
$8.19M
|