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 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-55- 12.42% |
$25.1K - $31.2K
|
388
$229K
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-56- 0.93% |
$25.6K - $31.8K
|
5.97K
$3.53M
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-56- 3.84% |
$25.6K - $31.8K
|
1.4K
$830K
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-56- 10.85% |
$25.6K - $31.8K
|
460
$272K
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-56- 3.95% |
$25.6K - $31.8K
|
1.36K
$805K
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-58- 9.91% |
$26.5K - $32.9K
|
527
$312K
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-59- 0.75% |
$26.9K - $33.5K
|
7.77K
$4.6M
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-59- 5.3% |
$26.9K - $33.5K
|
1.05K
$623K
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-60- 0.6% |
$27.4K - $34.1K
|
9.99K
$5.91M
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-60- 12.93% |
$27.4K - $34.1K
|
404
$239K
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-60- 1.16% |
$27.4K - $34.1K
|
5.13K
$3.04M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-61- 0.5% |
$27.9K - $34.6K
|
12.1K
$7.14M
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-61- 5.06% |
$27.9K - $34.6K
|
1.15K
$677K
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-62- 47.33% |
$28.3K - $35.2K
|
69
$40.8K
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-62- 0.22% |
$28.3K - $35.2K
|
28.4K
$16.8M
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-63- 5.46% |
$28.8K - $35.8K
|
1.09K
$645K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-63- 6.56% |
$28.8K - $35.8K
|
897
$530K
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-63- 3.16% |
$28.8K - $35.8K
|
1.93K
$1.14M
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-64- 0.89% |
$29.2K - $36.4K
|
7.13K
$4.21M
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-65- 14.44% |
$29.7K - $36.9K
|
385
$228K
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-65- 16.93% |
$29.7K - $36.9K
|
319
$189K
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-65- 7.51% |
$29.7K - $36.9K
|
800
$473K
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-65- 0.61% |
$29.7K - $36.9K
|
10.5K
$6.22M
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-65- 2.18% |
$29.7K - $36.9K
|
2.91K
$1.72M
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65- 0.74% |
$29.7K - $36.9K
|
8.73K
$5.16M
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-65- 2.65% |
$29.7K - $36.9K
|
2.39K
$1.41M
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-66- 1.86% |
$30.1K - $37.5K
|
3.49K
$2.06M
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-67- 3.18% |
$30.6K - $38.1K
|
2.04K
$1.21M
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-67- 7.17% |
$30.6K - $38.1K
|
868
$513K
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-67- 0.18% |
$30.6K - $38.1K
|
36.7K
$21.7M
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-67- 6.1% |
$30.6K - $38.1K
|
1.03K
$610K
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-68- 4.04% |
$31.1K - $38.6K
|
1.62K
$955K
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-68- 15.78% |
$31.1K - $38.6K
|
363
$215K
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-69- 7.05% |
$31.5K - $39.2K
|
910
$538K
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-69- 1.74% |
$31.5K - $39.2K
|
3.9K
$2.31M
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-69- 4.83% |
$31.5K - $39.2K
|
1.36K
$804K
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-69- 21.43% |
$31.5K - $39.2K
|
253
$150K
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-69- 1.43% |
$31.5K - $39.2K
|
4.77K
$2.82M
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-69- 3.0% |
$31.5K - $39.2K
|
2.23K
$1.32M
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-69- 1.81% |
$31.5K - $39.2K
|
3.75K
$2.22M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-69- 0.02% |
$31.5K - $39.2K
|
355K
$210M
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-69- 3.71% |
$31.5K - $39.2K
|
1.79K
$1.06M
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-70- 10.09% |
$32K - $39.8K
|
624
$369K
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-71- 2.48% |
$32.4K - $40.3K
|
2.79K
$1.65M
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-72- 0.19% |
$32.9K - $40.9K
|
37.2K
$22M
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-73- 7.45% |
$33.3K - $41.5K
|
907
$536K
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-74- 4.92% |
$33.8K - $42K
|
1.43K
$846K
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-75- 6.04% |
$34.3K - $42.6K
|
1.17K
$689K
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-75- 3.1% |
$34.3K - $42.6K
|
2.35K
$1.39M
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-76- 1.92% |
$34.7K - $43.2K
|
3.88K
$2.29M
|