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 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-9- 0.37% |
$4.11K - $5.11K
|
2.4K
$1.38M
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-10- 1.54% |
$4.57K - $5.68K
|
639
$368K
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-10- 1.66% |
$4.57K - $5.68K
|
593
$341K
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-10- 1.88% |
$4.57K - $5.68K
|
522
$300K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-11- 0.07% |
$5.02K - $6.25K
|
15.1K
$8.71M
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-12- 0.19% |
$5.48K - $6.82K
|
6.23K
$3.58M
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-12- 0.88% |
$5.48K - $6.82K
|
1.36K
$780K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-12- 0.27% |
$5.48K - $6.82K
|
4.38K
$2.52M
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-13- 1.13% |
$5.94K - $7.38K
|
1.14K
$655K
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-13- 1.84% |
$5.94K - $7.38K
|
695
$400K
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-16- 0.34% |
$7.31K - $9.09K
|
4.63K
$2.66M
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-17- 5.57% |
$7.76K - $9.66K
|
288
$166K
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-18- 1.15% |
$8.22K - $10.2K
|
1.55K
$892K
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-18- 0.36% |
$8.22K - $10.2K
|
5K
$2.88M
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19- 0.12% |
$8.68K - $10.8K
|
16.1K
$9.27M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-19- 0.09% |
$8.68K - $10.8K
|
20.2K
$11.6M
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-20- 5.0% |
$9.13K - $11.4K
|
380
$219K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-23- 0.07% |
$10.5K - $13.1K
|
35.2K
$20.3M
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-24- 1.61% |
$11K - $13.6K
|
1.47K
$843K
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-25- 0.29% |
$11.4K - $14.2K
|
8.67K
$4.99M
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-25- 4.65% |
$11.4K - $14.2K
|
513
$295K
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-26- 1.23% |
$11.9K - $14.8K
|
2.09K
$1.2M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 4.32% |
$11.9K - $14.8K
|
576
$331K
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-28- 0.44% |
$12.8K - $15.9K
|
6.38K
$3.67M
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-28- 0.2% |
$12.8K - $15.9K
|
13.8K
$7.97M
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-28- 5.14% |
$12.8K - $15.9K
|
517
$297K
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29- 0.25% |
$13.2K - $16.5K
|
11.4K
$6.57M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-29- 5.63% |
$13.2K - $16.5K
|
486
$280K
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-30- 1.07% |
$13.7K - $17K
|
2.78K
$1.6M
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-31- 1.45% |
$14.2K - $17.6K
|
2.1K
$1.21M
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-32- 3.94% |
$14.6K - $18.2K
|
781
$449K
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-32- 4.27% |
$14.6K - $18.2K
|
718
$413K
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-33- 3.44% |
$15.1K - $18.7K
|
927
$533K
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-34- 2.63% |
$15.5K - $19.3K
|
1.26K
$723K
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-34- 0.51% |
$15.5K - $19.3K
|
6.63K
$3.81M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-34- 1.02% |
$15.5K - $19.3K
|
3.32K
$1.91M
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-34- 0.55% |
$15.5K - $19.3K
|
6.12K
$3.52M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-34- 0.62% |
$15.5K - $19.3K
|
5.43K
$3.12M
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-35- 2.46% |
$16K - $19.9K
|
1.39K
$797K
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-36- 0.98% |
$16.4K - $20.4K
|
3.63K
$2.09M
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-40- 3.58% |
$18.3K - $22.7K
|
1.08K
$620K
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-43- 4.86% |
$19.6K - $24.4K
|
841
$484K
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-44- 5.88% |
$20.1K - $25K
|
704
$405K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-46- 0.48% |
$21K - $26.1K
|
9.58K
$5.51M
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-46- 1.34% |
$21K - $26.1K
|
3.39K
$1.95M
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-52- 0.16% |
$23.8K - $29.5K
|
33.1K
$19M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-52- 0.53% |
$23.8K - $29.5K
|
9.73K
$5.6M
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-53- 0.26% |
$24.2K - $30.1K
|
20.6K
$11.9M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-54- 0.41% |
$24.7K - $30.7K
|
13.1K
$7.54M
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-54- 12.0% |
$24.7K - $30.7K
|
396
$228K
|