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 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.38K- 4.64% |
$631K - $785K
|
28.4K
$16.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.39K- 45.6% |
$633K - $788K
|
1.66K
$979K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.42K- 99.79% |
$647K - $804K
|
3
$1.77K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 2.84% |
$648K - $806K
|
48.6K
$28.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 77.42% |
$661K - $822K
|
422
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.47K- 23.61% |
$670K - $833K
|
4.74K
$2.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.47K- 11.85% |
$673K - $837K
|
11K
$6.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.49K- 31.72% |
$681K - $846K
|
3.21K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.51K- 13.44% |
$688K - $855K
|
9.7K
$5.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.51K- 5.86% |
$688K - $855K
|
24.2K
$14.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.51K- 0.7% |
$690K - $858K
|
216K
$128M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.52K- 5.99% |
$694K - $863K
|
23.9K
$14.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.52K- 9.61% |
$694K - $863K
|
14.3K
$8.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.53K- 42.15% |
$700K - $870K
|
2.1K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.54K- 9.23% |
$702K - $872K
|
15.1K
$8.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.56K- 5.29% |
$712K - $885K
|
27.9K
$16.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.56K- 10.72% |
$714K - $888K
|
13K
$7.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.58K- 3.85% |
$720K - $896K
|
39.4K
$23.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-1.63K- 75.65% |
$742K - $923K
|
523
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.63K- 20.78% |
$746K - $928K
|
6.23K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.66K- 10.55% |
$756K - $940K
|
14K
$8.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.66K- 4.61% |
$758K - $942K
|
34.4K
$20.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 5.69% |
$760K - $946K
|
27.6K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.68K- 30.27% |
$769K - $956K
|
3.88K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.7K- 57.63% |
$776K - $966K
|
1.25K
$739K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.7K- 44.15% |
$777K - $967K
|
2.15K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.72K- 4.25% |
$785K - $976K
|
38.8K
$22.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.73K- 49.93% |
$792K - $985K
|
1.74K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.76K- 0.8% |
$802K - $997K
|
219K
$129M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.77K- 8.67% |
$810K - $1.01M
|
18.7K
$11M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.78K- 7.16% |
$813K - $1.01M
|
23.1K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.79K- 5.34% |
$816K - $1.01M
|
31.6K
$18.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.8K- 49.77% |
$823K - $1.02M
|
1.82K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.82K- 21.52% |
$832K - $1.03M
|
6.64K
$3.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-1.83K- 43.36% |
$836K - $1.04M
|
2.39K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.83K- 5.41% |
$836K - $1.04M
|
32K
$18.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.84K- 9.27% |
$840K - $1.04M
|
18K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.84K- 20.3% |
$840K - $1.05M
|
7.23K
$4.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.84K- 39.2% |
$842K - $1.05M
|
2.86K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.86K- 19.35% |
$849K - $1.06M
|
7.75K
$4.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-1.86K- 2.43% |
$850K - $1.06M
|
74.7K
$44.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.86K- 36.75% |
$850K - $1.06M
|
3.21K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.87K- 34.22% |
$854K - $1.06M
|
3.59K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.91K- 4.67% |
$871K - $1.08M
|
39K
$23M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.92K- 4.15% |
$876K - $1.09M
|
44.3K
$26.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.93K- 9.93% |
$879K - $1.09M
|
17.5K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.94K- 62.94% |
$884K - $1.1M
|
1.14K
$674K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.99K- 13.68% |
$907K - $1.13M
|
12.5K
$7.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.01K- 23.39% |
$916K - $1.14M
|
6.57K
$3.88M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.01K- 1.81% |
$920K - $1.14M
|
109K
$64.5M
|