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
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-400- 3.94% |
$183K - $227K
|
9.75K
$5.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-401- 2.9% |
$183K - $228K
|
13.4K
$7.95M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-403- 12.9% |
$184K - $229K
|
2.72K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-406- 24.04% |
$185K - $231K
|
1.28K
$759K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-407- 0.93% |
$186K - $231K
|
43.6K
$25.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-409- 38.01% |
$187K - $232K
|
667
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-409- 7.76% |
$187K - $232K
|
4.86K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-411- 25.51% |
$188K - $233K
|
1.2K
$710K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-412- 14.69% |
$188K - $234K
|
2.39K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
SELL
|
- |
-414- 2.62% |
$189K - $235K
|
15.4K
$9.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-414- 44.28% |
$189K - $235K
|
521
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-419- 2.33% |
$191K - $238K
|
17.5K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-421- 6.53% |
$192K - $239K
|
6.03K
$3.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-423- 2.41% |
$193K - $240K
|
17.1K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-425- 22.0% |
$194K - $241K
|
1.51K
$891K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-426- 1.41% |
$195K - $242K
|
29.9K
$17.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-429- 1.02% |
$196K - $244K
|
41.5K
$24.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-430- 10.77% |
$196K - $244K
|
3.56K
$2.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-431- 4.13% |
$197K - $245K
|
10K
$5.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-434- 0.86% |
$198K - $247K
|
50.1K
$29.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-435- 2.31% |
$199K - $247K
|
18.4K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-435- 38.29% |
$199K - $247K
|
701
$414K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-437- 4.25% |
$200K - $248K
|
9.84K
$5.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-438- 4.51% |
$200K - $249K
|
9.27K
$5.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-442- 3.97% |
$202K - $251K
|
10.7K
$6.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-442- 5.53% |
$202K - $251K
|
7.55K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-443- 19.07% |
$202K - $252K
|
1.88K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-444- 19.3% |
$203K - $252K
|
1.86K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-446- 29.42% |
$204K - $253K
|
1.07K
$633K
|
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-448- 22.66% |
$205K - $254K
|
1.53K
$904K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-450- 4.96% |
$206K - $256K
|
8.62K
$5.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-450- 34.88% |
$206K - $256K
|
840
$497K
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-463- 33.12% |
$211K - $263K
|
935
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-463- 33.12% |
$211K - $263K
|
935
$553K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-465- 1.14% |
$212K - $264K
|
40.5K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-466- 2.07% |
$213K - $265K
|
22K
$13M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-467- 26.09% |
$213K - $265K
|
1.32K
$782K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-468- 36.73% |
$214K - $266K
|
806
$477K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-469- 4.52% |
$214K - $266K
|
9.92K
$5.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-472- 11.29% |
$216K - $268K
|
3.71K
$2.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-473- 1.11% |
$216K - $269K
|
42.1K
$24.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-474- 50.86% |
$216K - $269K
|
458
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-486- 3.62% |
$222K - $276K
|
12.9K
$7.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-487- 45.77% |
$222K - $277K
|
577
$341K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-490- 1.63% |
$224K - $278K
|
29.5K
$17.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-493- 5.56% |
$225K - $280K
|
8.37K
$4.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-495- 4.39% |
$226K - $281K
|
10.8K
$6.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-505- 2.45% |
$231K - $287K
|
20.1K
$11.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-508- 0.19% |
$232K - $289K
|
266K
$158M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-513- 8.48% |
$234K - $291K
|
5.54K
$3.27M
|