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 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.23K- 0.93% |
$2.39M - $2.97M
|
559K
$330M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-5.29K- 14.43% |
$2.42M - $3M
|
31.4K
$18.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5.35K- 13.87% |
$2.44M - $3.04M
|
33.3K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.45K- 54.74% |
$2.49M - $3.1M
|
4.51K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-5.51K- 13.37% |
$2.52M - $3.13M
|
35.7K
$21.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.66K- 4.6% |
$2.58M - $3.21M
|
117K
$69.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5.69K- 75.88% |
$2.6M - $3.23M
|
1.81K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-5.73K- 10.9% |
$2.62M - $3.26M
|
46.9K
$27.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.8K- 5.35% |
$2.65M - $3.29M
|
103K
$60.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-5.8K- 5.04% |
$2.65M - $3.3M
|
109K
$64.6M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-5.84K- 31.98% |
$2.67M - $3.32M
|
12.4K
$7.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.88K- 0.39% |
$2.69M - $3.34M
|
1.5M
$890M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.91K- 3.84% |
$2.7M - $3.36M
|
148K
$87.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-5.95K- 90.2% |
$2.72M - $3.38M
|
646
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.97K- 15.63% |
$2.72M - $3.39M
|
32.2K
$19M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.1K- 87.14% |
$2.79M - $3.46M
|
900
$532K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.14K- 40.07% |
$2.8M - $3.49M
|
9.18K
$5.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-6.15K- 35.81% |
$2.81M - $3.49M
|
11K
$6.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-6.17K- 24.07% |
$2.82M - $3.5M
|
19.5K
$11.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.18K- 0.34% |
$2.82M - $3.51M
|
1.82M
$1.07B
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.25K- 31.54% |
$2.85M - $3.55M
|
13.6K
$8.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-6.31K- 17.26% |
$2.88M - $3.59M
|
30.3K
$17.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-6.32K- 89.99% |
$2.89M - $3.59M
|
703
$416K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.38K- 25.27% |
$2.91M - $3.62M
|
18.9K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.38K- 10.54% |
$2.92M - $3.63M
|
54.2K
$32M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-6.5K- 4.02% |
$2.97M - $3.69M
|
155K
$91.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.51K- 24.07% |
$2.97M - $3.7M
|
20.5K
$12.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6.51K- 3.81% |
$2.98M - $3.7M
|
164K
$97.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.54K- 21.09% |
$2.99M - $3.72M
|
24.5K
$14.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-6.59K- 5.65% |
$3.01M - $3.74M
|
110K
$65.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-6.81K- 93.63% |
$3.11M - $3.87M
|
463
$274K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.84K- 35.71% |
$3.12M - $3.88M
|
12.3K
$7.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-6.96K- 17.74% |
$3.18M - $3.96M
|
32.3K
$19.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.98K- 5.21% |
$3.19M - $3.96M
|
127K
$75.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.03K- 6.39% |
$3.21M - $3.99M
|
103K
$60.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-7.04K- 12.34% |
$3.22M - $4M
|
50K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.09K- 92.78% |
$3.24M - $4.03M
|
552
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7.24K- 22.29% |
$3.31M - $4.11M
|
25.3K
$14.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-7.35K- 24.02% |
$3.36M - $4.17M
|
23.2K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.39K- 2.44% |
$3.37M - $4.2M
|
296K
$175M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-7.46K- 5.66% |
$3.41M - $4.24M
|
124K
$73.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-7.47K- 41.22% |
$3.41M - $4.24M
|
10.6K
$6.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.48K- 7.94% |
$3.42M - $4.25M
|
86.7K
$51.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-7.5K- 25.62% |
$3.43M - $4.26M
|
21.8K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.59K- 27.71% |
$3.47M - $4.31M
|
19.8K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-7.65K- 2.1% |
$3.49M - $4.34M
|
356K
$211M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7.7K- 2.96% |
$3.52M - $4.37M
|
253K
$149M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-7.72K- 23.58% |
$3.53M - $4.38M
|
25K
$14.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-8.05K- 92.25% |
$3.67M - $4.57M
|
676
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-8.06K- 4.11% |
$3.68M - $4.58M
|
188K
$111M
|