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 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-38- 10.89% |
$17.4K - $21.6K
|
311
$184K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-39- 0.35% |
$17.8K - $22.2K
|
11.1K
$6.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-40- 3.58% |
$18.3K - $22.7K
|
1.08K
$637K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-40- 2.85% |
$18.3K - $22.7K
|
1.36K
$806K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-40- 5.81% |
$18.3K - $22.7K
|
648
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-40- 2.25% |
$18.3K - $22.7K
|
1.74K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-41- 4.57% |
$18.7K - $23.3K
|
857
$507K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 0.99% |
$18.7K - $23.3K
|
4.1K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-41- 1.51% |
$18.7K - $23.3K
|
2.67K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-41- 20.1% |
$18.7K - $23.3K
|
163
$96.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-41- 1.71% |
$18.7K - $23.3K
|
2.36K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-42- 3.61% |
$19.2K - $23.9K
|
1.12K
$664K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-43- 4.86% |
$19.6K - $24.4K
|
841
$497K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-43- 4.45% |
$19.6K - $24.4K
|
923
$546K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-43- 10.41% |
$19.6K - $24.4K
|
370
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-43- 5.32% |
$19.6K - $24.4K
|
766
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-43- 3.66% |
$19.6K - $24.4K
|
1.13K
$669K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-44- 5.88% |
$20.1K - $25K
|
704
$416K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-44- 0.11% |
$20.1K - $25K
|
39.5K
$23.4M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-45- 2.47% |
$20.6K - $25.6K
|
1.78K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-45- 7.02% |
$20.6K - $25.6K
|
596
$352K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-45- 3.41% |
$20.6K - $25.6K
|
1.28K
$754K
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-45- 7.53% |
$20.6K - $25.6K
|
553
$327K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-46- 1.34% |
$21K - $26.1K
|
3.39K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-46- 0.48% |
$21K - $26.1K
|
9.58K
$5.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-46- 4.34% |
$21K - $26.1K
|
1.01K
$600K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-47- 1.7% |
$21.5K - $26.7K
|
2.72K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-47- 1.57% |
$21.5K - $26.7K
|
2.95K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-47- 1.5% |
$21.5K - $26.7K
|
3.09K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-48- 2.69% |
$21.9K - $27.3K
|
1.74K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-49- 0.2% |
$22.4K - $27.8K
|
25K
$14.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 2.43% |
$22.8K - $28.4K
|
2.01K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-50- 11.88% |
$22.8K - $28.4K
|
371
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 3.01% |
$22.8K - $28.4K
|
1.61K
$953K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-50- 2.03% |
$22.8K - $28.4K
|
2.42K
$1.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-51- 3.04% |
$23.3K - $29K
|
1.63K
$962K
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-51- 0.4% |
$23.3K - $29K
|
12.7K
$7.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-52- 0.53% |
$23.8K - $29.5K
|
9.73K
$5.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-52- 0.16% |
$23.8K - $29.5K
|
33.1K
$19.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.45% |
$23.8K - $29.5K
|
11.6K
$6.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-52- 0.56% |
$23.8K - $29.5K
|
9.26K
$5.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-53- 0.26% |
$24.2K - $30.1K
|
20.6K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-53- 1.81% |
$24.2K - $30.1K
|
2.88K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-53- 1.71% |
$24.2K - $30.1K
|
3.05K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-54- 0.41% |
$24.7K - $30.7K
|
13.1K
$7.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-54- 12.0% |
$24.7K - $30.7K
|
396
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-54- 8.42% |
$24.7K - $30.7K
|
587
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-55- 2.47% |
$25.1K - $31.2K
|
2.17K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
SELL
|
- |
-55- 4.95% |
$25.1K - $31.2K
|
1.06K
$624K
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-55- 3.57% |
$25.1K - $31.2K
|
1.49K
$878K
|