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 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-28- 0.44% |
$12.8K - $15.9K
|
6.38K
$3.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-28- 5.14% |
$12.8K - $15.9K
|
517
$306K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-28- 2.32% |
$12.8K - $15.9K
|
1.18K
$698K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-28- 6.1% |
$12.8K - $15.9K
|
431
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29- 0.25% |
$13.2K - $16.5K
|
11.4K
$6.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-29- 5.63% |
$13.2K - $16.5K
|
486
$287K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-29- 4.45% |
$13.2K - $16.5K
|
622
$368K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-30- 1.07% |
$13.7K - $17K
|
2.78K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-30- 0.29% |
$13.7K - $17K
|
10.3K
$6.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
SELL
|
- |
-30- 1.78% |
$13.7K - $17K
|
1.66K
$981K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-30- 2.32% |
$13.7K - $17K
|
1.26K
$747K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-30- 2.16% |
$13.7K - $17K
|
1.36K
$805K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-30- 23.81% |
$13.7K - $17K
|
96
$56.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-31- 1.45% |
$14.2K - $17.6K
|
2.1K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-32- 3.94% |
$14.6K - $18.2K
|
781
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-32- 4.27% |
$14.6K - $18.2K
|
718
$425K
|
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-32- 5.26% |
$14.6K - $18.2K
|
576
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-32- 1.01% |
$14.6K - $18.2K
|
3.15K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-32- 17.49% |
$14.6K - $18.2K
|
151
$89.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-33- 3.44% |
$15.1K - $18.7K
|
927
$548K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-33- 6.38% |
$15.1K - $18.7K
|
484
$286K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-33- 2.85% |
$15.1K - $18.7K
|
1.13K
$665K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-33- 3.8% |
$15.1K - $18.7K
|
836
$494K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-34- 1.02% |
$15.5K - $19.3K
|
3.32K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-34- 0.51% |
$15.5K - $19.3K
|
6.63K
$3.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-34- 2.63% |
$15.5K - $19.3K
|
1.26K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-34- 0.62% |
$15.5K - $19.3K
|
5.43K
$3.21M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-34- 0.55% |
$15.5K - $19.3K
|
6.12K
$3.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-34- 3.05% |
$15.5K - $19.3K
|
1.08K
$639K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
SELL
|
- |
-34- 2.79% |
$15.5K - $19.3K
|
1.18K
$699K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-34- 0.87% |
$15.5K - $19.3K
|
3.89K
$2.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-34- 3.81% |
$15.5K - $19.3K
|
858
$507K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-35- 2.46% |
$16K - $19.9K
|
1.39K
$820K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-35- 1.42% |
$16K - $19.9K
|
2.43K
$1.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-35- 5.12% |
$16K - $19.9K
|
649
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-35- 0.23% |
$16K - $19.9K
|
15.5K
$9.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-35- 0.13% |
$16K - $19.9K
|
27.2K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-35- 6.69% |
$16K - $19.9K
|
488
$289K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-36- 0.98% |
$16.4K - $20.4K
|
3.63K
$2.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-36- 0.89% |
$16.4K - $20.4K
|
3.99K
$2.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-36- 50.0% |
$16.4K - $20.4K
|
36
$21.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-36- 0.82% |
$16.4K - $20.4K
|
4.34K
$2.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-36- 1.56% |
$16.4K - $20.4K
|
2.27K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-36- 0.63% |
$16.4K - $20.4K
|
5.67K
$3.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-36- 1.86% |
$16.4K - $20.4K
|
1.9K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-36- 9.02% |
$16.4K - $20.4K
|
363
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-36- 0.23% |
$16.4K - $20.4K
|
15.6K
$9.22M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-36- 5.2% |
$16.4K - $20.4K
|
656
$388K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-37- 0.25% |
$16.9K - $21K
|
14.9K
$8.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-38- 5.5% |
$17.4K - $21.6K
|
653
$386K
|