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 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.02K- 14.01% |
$920K - $1.14M
|
12.4K
$7.31M
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.02K- 2.35% |
$922K - $1.15M
|
83.9K
$49.6M
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.05K- 3.91% |
$935K - $1.16M
|
50.4K
$29.8M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.06K- 25.47% |
$940K - $1.17M
|
6.02K
$3.56M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.1K- 43.08% |
$960K - $1.19M
|
2.78K
$1.64M
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.1K- 0.43% |
$960K - $1.19M
|
488K
$288M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.11K- 0.93% |
$961K - $1.2M
|
223K
$132M
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2.11K- 12.55% |
$965K - $1.2M
|
14.7K
$8.71M
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.14K- 16.39% |
$977K - $1.22M
|
10.9K
$6.45M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-2.18K- 4.85% |
$995K - $1.24M
|
42.7K
$25.2M
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.19K- 17.61% |
$998K - $1.24M
|
10.2K
$6.04M
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.19K- 7.71% |
$999K - $1.24M
|
26.2K
$15.5M
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.19K- 2.33% |
$999K - $1.24M
|
91.8K
$54.3M
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.19K- 33.53% |
$1M - $1.24M
|
4.34K
$2.57M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.21K- 19.24% |
$1.01M - $1.25M
|
9.27K
$5.48M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.24K- 37.37% |
$1.02M - $1.27M
|
3.76K
$2.22M
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.26K- 5.28% |
$1.03M - $1.28M
|
40.5K
$24M
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-2.26K- 6.37% |
$1.03M - $1.28M
|
33.2K
$19.6M
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.29K- 87.46% |
$1.04M - $1.3M
|
328
$194K
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-2.29K- 79.55% |
$1.05M - $1.3M
|
588
$348K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 62.6% |
$1.05M - $1.3M
|
1.37K
$809K
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-2.31K- 35.76% |
$1.06M - $1.31M
|
4.15K
$2.46M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.33K- 2.44% |
$1.07M - $1.33M
|
93.3K
$55.2M
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-2.37K- 26.1% |
$1.08M - $1.34M
|
6.7K
$3.96M
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.37K- 13.06% |
$1.08M - $1.35M
|
15.8K
$9.33M
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.38K- 41.93% |
$1.09M - $1.35M
|
3.29K
$1.95M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.38K- 7.36% |
$1.09M - $1.35M
|
29.9K
$17.7M
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 6.12% |
$1.1M - $1.37M
|
36.9K
$21.8M
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.49K- 73.78% |
$1.13M - $1.41M
|
883
$522K
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2.54K- 21.34% |
$1.16M - $1.44M
|
9.38K
$5.54M
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-2.56K- 24.27% |
$1.17M - $1.45M
|
7.97K
$4.71M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-2.57K- 45.56% |
$1.17M - $1.46M
|
3.07K
$1.81M
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.58K- 2.05% |
$1.18M - $1.46M
|
123K
$72.8M
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-2.58K- 61.12% |
$1.18M - $1.47M
|
1.64K
$971K
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-2.6K- 9.98% |
$1.19M - $1.48M
|
23.5K
$13.9M
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.63K- 45.6% |
$1.2M - $1.49M
|
3.14K
$1.86M
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-2.69K- 40.89% |
$1.23M - $1.53M
|
3.88K
$2.3M
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-2.74K- 5.66% |
$1.25M - $1.56M
|
45.6K
$27M
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-2.81K- 6.34% |
$1.28M - $1.59M
|
41.5K
$24.5M
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.82K- 34.56% |
$1.29M - $1.6M
|
5.34K
$3.16M
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-2.85K- 99.82% |
$1.3M - $1.62M
|
5
$2.96K
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-2.86K- 1.74% |
$1.31M - $1.62M
|
161K
$95.5M
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-2.88K- 1.64% |
$1.31M - $1.63M
|
173K
$102M
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-2.9K- 0.33% |
$1.32M - $1.64M
|
864K
$511M
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.9K- 6.59% |
$1.32M - $1.65M
|
41.1K
$24.3M
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-2.91K- 2.87% |
$1.33M - $1.65M
|
98.4K
$58.2M
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.91K- 13.3% |
$1.33M - $1.65M
|
19K
$11.2M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 5.49% |
$1.36M - $1.69M
|
51.3K
$30.3M
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.01K- 1.46% |
$1.38M - $1.71M
|
203K
$120M
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.08K- 1.03% |
$1.4M - $1.75M
|
297K
$175M
|