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 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-150- 20.46% |
$68.5K - $85.2K
|
583
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-150- 13.43% |
$68.5K - $85.2K
|
967
$572K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-151- 2.46% |
$69K - $85.8K
|
5.99K
$3.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-156- 28.47% |
$71.3K - $88.6K
|
392
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-157- 5.95% |
$71.7K - $89.2K
|
2.48K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-158- 2.47% |
$72.2K - $89.7K
|
6.24K
$3.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-158- 1.74% |
$72.2K - $89.7K
|
8.93K
$5.28M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-161- 2.42% |
$73.5K - $91.5K
|
6.48K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-161- 0.21% |
$73.5K - $91.5K
|
77.3K
$45.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-162- 3.44% |
$74K - $92K
|
4.55K
$2.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-163- 0.03% |
$74.4K - $92.6K
|
537K
$317M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-163- 1.62% |
$74.4K - $92.6K
|
9.92K
$5.86M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-164- 14.76% |
$74.9K - $93.2K
|
947
$560K
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-164- 15.59% |
$74.9K - $93.2K
|
888
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-164- 3.3% |
$74.9K - $93.2K
|
4.81K
$2.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-166- 3.74% |
$75.8K - $94.3K
|
4.27K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-167- 5.14% |
$76.3K - $94.9K
|
3.08K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-167- 2.02% |
$76.3K - $94.9K
|
8.1K
$4.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-167- 0.57% |
$76.3K - $94.9K
|
29.4K
$17.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-169- 4.4% |
$77.2K - $96K
|
3.67K
$2.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-170- 10.97% |
$77.6K - $96.6K
|
1.38K
$816K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-170- 31.6% |
$77.6K - $96.6K
|
368
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-171- 13.25% |
$78.1K - $97.1K
|
1.12K
$662K
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-174- 4.08% |
$79.5K - $98.8K
|
4.09K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-175- 2.62% |
$79.9K - $99.4K
|
6.49K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Bakala Capital Management LLC
Greenville, SC |
SELL
|
- |
-175- 2.93% |
$79.9K - $99.4K
|
5.79K
$3.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-177- 5.54% |
$80.8K - $101K
|
3.02K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-179- 0.72% |
$81.8K - $102K
|
24.6K
$14.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-181- 23.45% |
$82.7K - $103K
|
591
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-183- 3.94% |
$83.6K - $104K
|
4.46K
$2.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-185- 27.82% |
$84.5K - $105K
|
480
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-185- 1.28% |
$84.5K - $105K
|
14.2K
$8.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-186- 7.69% |
$85K - $106K
|
2.23K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-186- 25.76% |
$85K - $106K
|
536
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-186- 1.51% |
$85K - $106K
|
12.2K
$7.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-187- 0.99% |
$85.4K - $106K
|
18.6K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-190- 0.38% |
$86.8K - $108K
|
49.7K
$29.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-190- 14.76% |
$86.8K - $108K
|
1.1K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-191- 2.07% |
$87.2K - $108K
|
9.03K
$5.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-191- 0.21% |
$87.2K - $108K
|
89.1K
$52.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-193- 5.15% |
$88.2K - $110K
|
3.55K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-194- 12.54% |
$88.6K - $110K
|
1.35K
$800K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-198- 5.08% |
$90.4K - $112K
|
3.7K
$2.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-200- 4.54% |
$91.3K - $114K
|
4.21K
$2.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-200- 6.9% |
$91.3K - $114K
|
2.7K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-200- 13.82% |
$91.3K - $114K
|
1.25K
$737K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-201- 8.67% |
$91.8K - $114K
|
2.12K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-202- 2.73% |
$92.3K - $115K
|
7.19K
$4.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-206- 1.87% |
$94.1K - $117K
|
10.8K
$6.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-206- 27.84% |
$94.1K - $117K
|
534
$316K
|