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 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.91K- 4.67% |
$871K - $1.08M
|
39K
$22.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.94K- 62.94% |
$884K - $1.1M
|
1.14K
$656K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.02K- 14.01% |
$920K - $1.14M
|
12.4K
$7.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.05K- 3.91% |
$935K - $1.16M
|
50.4K
$29M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.06K- 25.47% |
$940K - $1.17M
|
6.02K
$3.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.1K- 43.08% |
$960K - $1.19M
|
2.78K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.21K- 19.24% |
$1.01M - $1.25M
|
9.27K
$5.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.24K- 37.37% |
$1.02M - $1.27M
|
3.76K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.33K- 2.44% |
$1.07M - $1.33M
|
93.3K
$53.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.38K- 7.36% |
$1.09M - $1.35M
|
29.9K
$17.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-2.57K- 45.56% |
$1.17M - $1.46M
|
3.07K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.58K- 2.05% |
$1.18M - $1.46M
|
123K
$70.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-2.69K- 40.89% |
$1.23M - $1.53M
|
3.88K
$2.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-2.88K- 1.64% |
$1.31M - $1.63M
|
173K
$99.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-2.9K- 0.33% |
$1.32M - $1.64M
|
864K
$497M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.16K- 44.74% |
$1.44M - $1.79M
|
3.9K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.29K- 10.32% |
$1.5M - $1.87M
|
28.6K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-4.46K- 9.34% |
$2.04M - $2.53M
|
43.2K
$24.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.55K- 17.23% |
$2.08M - $2.58M
|
21.9K
$12.6M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.72K- 10.11% |
$2.16M - $2.68M
|
42K
$24.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-4.84K- 7.94% |
$2.21M - $2.75M
|
56.1K
$32.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-4.96K- 37.42% |
$2.26M - $2.82M
|
8.29K
$4.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.03K- 21.85% |
$2.3M - $2.86M
|
18K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.97K- 15.63% |
$2.72M - $3.39M
|
32.2K
$18.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.14K- 40.07% |
$2.8M - $3.49M
|
9.18K
$5.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-6.32K- 89.99% |
$2.89M - $3.59M
|
703
$404K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-6.5K- 4.02% |
$2.97M - $3.69M
|
155K
$89.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6.51K- 3.81% |
$2.98M - $3.7M
|
164K
$94.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.54K- 21.09% |
$2.99M - $3.72M
|
24.5K
$14.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.84K- 35.71% |
$3.12M - $3.88M
|
12.3K
$7.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.15K- 9.37% |
$3.72M - $4.63M
|
78.8K
$45.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.15K- 0.4% |
$3.72M - $4.63M
|
2.03M
$1.17B
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-8.81K- 43.11% |
$4.03M - $5.01M
|
11.6K
$6.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-9.29K- 43.64% |
$4.24M - $5.28M
|
12K
$6.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.5K- 2.74% |
$4.8M - $5.96M
|
373K
$215M
|
|
|
Jul 10, 2025
Q2 2025
|
P/E Global LLC
|
SELL
|
- |
-10.8K- 8.03% |
$4.91M - $6.11M
|
123K
$70.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-10.8K- 5.71% |
$4.92M - $6.12M
|
178K
$102M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-10.8K- 48.77% |
$4.93M - $6.14M
|
11.3K
$6.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 49.98% |
$4.98M - $6.2M
|
10.9K
$6.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.3K- 9.94% |
$5.17M - $6.44M
|
103K
$59.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-11.8K- 51.48% |
$5.41M - $6.73M
|
11.2K
$6.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-14.2K- 94.51% |
$6.47M - $8.04M
|
822
$473K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.4K- 19.99% |
$7.03M - $8.74M
|
61.6K
$35.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-27.6K- 44.1% |
$12.6M - $15.7M
|
35K
$20.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-28.9K- 91.19% |
$13.2M - $16.4M
|
2.79K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-36.7K- 71.7% |
$16.8M - $20.8M
|
14.5K
$8.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-42.4K- 65.87% |
$19.3M - $24.1M
|
22K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-42.9K- 26.26% |
$19.6M - $24.3M
|
120K
$69.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-46.6K- 8.48% |
$21.3M - $26.5M
|
503K
$289M
|
|
|
Jul 16, 2025
Q2 2025
|
William Marsh Rice University
|
SELL
|
- |
-176K- 60.05% |
$80.2M - $99.7M
|
117K
$67.2M
|