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 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-207- 21.34% |
$94.5K - $118K
|
763
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-209- 1.79% |
$95.5K - $119K
|
11.4K
$6.76M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-214- 1.04% |
$97.7K - $122K
|
20.4K
$12.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-218- 18.99% |
$99.6K - $124K
|
930
$550K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-218- 1.21% |
$99.6K - $124K
|
17.8K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-218- 29.58% |
$99.6K - $124K
|
519
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-218- 6.37% |
$99.6K - $124K
|
3.21K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-218- 1.73% |
$99.6K - $124K
|
12.4K
$7.33M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-222- 27.51% |
$101K - $126K
|
585
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-222- 16.4% |
$101K - $126K
|
1.13K
$669K
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-225- 1.18% |
$103K - $128K
|
18.9K
$11.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-225- 29.26% |
$103K - $128K
|
544
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-228- 0.57% |
$104K - $130K
|
39.9K
$23.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-232- 0.22% |
$106K - $132K
|
104K
$61.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-234- 3.6% |
$107K - $133K
|
6.27K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-235- 1.89% |
$107K - $133K
|
12.2K
$7.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-237- 6.3% |
$108K - $135K
|
3.52K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-238- 30.79% |
$109K - $135K
|
535
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-244- 1.71% |
$111K - $139K
|
14K
$8.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-244- 8.15% |
$111K - $139K
|
2.75K
$1.63M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-245- 4.71% |
$112K - $139K
|
4.96K
$2.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-246- 4.05% |
$112K - $140K
|
5.83K
$3.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-247- 26.05% |
$113K - $140K
|
701
$414K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-248- 1.72% |
$113K - $141K
|
14.2K
$8.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-250- 4.18% |
$114K - $142K
|
5.74K
$3.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-250- 0.89% |
$114K - $142K
|
27.9K
$16.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-250- 4.76% |
$114K - $142K
|
5.01K
$2.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-252- 7.88% |
$115K - $143K
|
2.94K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-252- 6.84% |
$115K - $143K
|
3.43K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-256- 6.22% |
$117K - $145K
|
3.86K
$2.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-257- 56.61% |
$117K - $146K
|
197
$116K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-260- 0.67% |
$119K - $148K
|
38.6K
$22.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-262- 18.7% |
$120K - $149K
|
1.14K
$673K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-264- 11.53% |
$121K - $150K
|
2.03K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-267- 1.53% |
$122K - $152K
|
17.2K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-269- 22.82% |
$123K - $153K
|
910
$538K
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-270- 1.43% |
$123K - $153K
|
18.7K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-273- 14.6% |
$125K - $155K
|
1.6K
$944K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-273- 1.71% |
$125K - $155K
|
15.7K
$9.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-276- 3.35% |
$126K - $157K
|
7.97K
$4.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-277- 1.35% |
$127K - $157K
|
20.2K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-278- 1.76% |
$127K - $158K
|
15.6K
$9.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-280- 8.84% |
$128K - $159K
|
2.89K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-281- 8.96% |
$128K - $160K
|
2.85K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-283- 23.23% |
$129K - $161K
|
935
$553K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-285- 15.61% |
$130K - $162K
|
1.54K
$911K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-286- 10.07% |
$131K - $162K
|
2.56K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-287- 6.49% |
$131K - $163K
|
4.14K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-291- 0.83% |
$133K - $165K
|
34.8K
$20.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-293- 0.72% |
$134K - $166K
|
40.7K
$24.1M
|