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 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-163- 0.03% |
$74.4K - $92.6K
|
537K
$309M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-164- 14.76% |
$74.9K - $93.2K
|
947
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-167- 2.02% |
$76.3K - $94.9K
|
8.1K
$4.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-167- 5.14% |
$76.3K - $94.9K
|
3.08K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-169- 4.4% |
$77.2K - $96K
|
3.67K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-186- 7.69% |
$85K - $106K
|
2.23K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-190- 14.76% |
$86.8K - $108K
|
1.1K
$631K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-190- 0.38% |
$86.8K - $108K
|
49.7K
$28.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-191- 2.07% |
$87.2K - $108K
|
9.03K
$5.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-200- 4.54% |
$91.3K - $114K
|
4.21K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-207- 21.34% |
$94.5K - $118K
|
763
$439K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-214- 1.04% |
$97.7K - $122K
|
20.4K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-218- 1.21% |
$99.6K - $124K
|
17.8K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-218- 18.99% |
$99.6K - $124K
|
930
$535K
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-225- 1.18% |
$103K - $128K
|
18.9K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-225- 29.26% |
$103K - $128K
|
544
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-238- 30.79% |
$109K - $135K
|
535
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-244- 1.71% |
$111K - $139K
|
14K
$8.06M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-245- 4.71% |
$112K - $139K
|
4.96K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-246- 4.05% |
$112K - $140K
|
5.83K
$3.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-247- 26.05% |
$113K - $140K
|
701
$403K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-248- 1.72% |
$113K - $141K
|
14.2K
$8.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-250- 0.89% |
$114K - $142K
|
27.9K
$16.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-250- 4.18% |
$114K - $142K
|
5.74K
$3.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-257- 56.61% |
$117K - $146K
|
197
$113K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-269- 22.82% |
$123K - $153K
|
910
$523K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-273- 14.6% |
$125K - $155K
|
1.6K
$919K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-281- 8.96% |
$128K - $160K
|
2.85K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-293- 0.72% |
$134K - $166K
|
40.7K
$23.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-295- 8.0% |
$135K - $168K
|
3.39K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-295- 19.63% |
$135K - $168K
|
1.21K
$695K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-306- 2.58% |
$140K - $174K
|
11.5K
$6.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-315- 33.62% |
$144K - $179K
|
622
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-317- 41.88% |
$145K - $180K
|
440
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-318- 4.69% |
$145K - $181K
|
6.46K
$3.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-327- 2.83% |
$149K - $186K
|
11.2K
$6.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-329- 9.87% |
$150K - $187K
|
3.01K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-333- 4.62% |
$152K - $189K
|
6.87K
$3.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-336- 15.08% |
$153K - $191K
|
1.89K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-338- 10.24% |
$154K - $192K
|
2.96K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-352- 4.45% |
$161K - $200K
|
7.57K
$4.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-354- 3.87% |
$162K - $201K
|
8.78K
$5.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-366- 38.57% |
$167K - $208K
|
583
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-371- 9.75% |
$169K - $211K
|
3.43K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-375- 8.03% |
$171K - $213K
|
4.29K
$2.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-386- 4.98% |
$176K - $219K
|
7.37K
$4.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-419- 2.33% |
$191K - $238K
|
17.5K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-434- 0.86% |
$198K - $247K
|
50.1K
$28.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-438- 4.51% |
$200K - $249K
|
9.27K
$5.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-473- 1.11% |
$216K - $269K
|
42.1K
$24.2M
|