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 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
4.11M+ 601326.31% |
$1.88B - $2.34B
|
4.11M
$2.41B
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
169K+ 9.32% |
$77.3M - $96.1M
|
1.99M
$1.16B
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
140KNew |
$63.9M - $79.5M
|
140K
$82M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
118KNew |
$53.8M - $66.9M
|
118K
$68.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
102K+ 40.54% |
$46.8M - $58.2M
|
355K
$208M
|
|
|
Jul 25, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
78.7K+ 487.92% |
$36M - $44.7M
|
94.9K
$55.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
78.2K+ 19.78% |
$35.7M - $44.4M
|
474K
$277M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
67.7KNew |
$30.9M - $38.4M
|
67.7K
$39.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.4K+ 8.35% |
$30.8M - $38.3M
|
875K
$512M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60.2K+ 413.42% |
$27.5M - $34.2M
|
74.8K
$43.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
55.2K+ 4956.82% |
$25.2M - $31.4M
|
56.3K
$33M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
46.3K+ 26758.96% |
$21.1M - $26.3M
|
46.5K
$27.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
43.9K+ 3334.45% |
$20.1M - $25M
|
45.3K
$26.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
40.6KNew |
$18.5M - $23M
|
40.6K
$23.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
39.2KNew |
$17.9M - $22.3M
|
39.2K
$23M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
38.9KNew |
$17.8M - $22.1M
|
38.9K
$22.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.5K+ 13.45% |
$17.6M - $21.8M
|
324K
$190M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36K+ 33.0% |
$16.5M - $20.5M
|
145K
$85M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.6KNew |
$15.4M - $19.1M
|
33.6K
$19.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
31.6K+ 26.57% |
$14.5M - $18M
|
151K
$88.3M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
31.2K+ 36.62% |
$14.2M - $17.7M
|
116K
$68.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
28.6K+ 1023.84% |
$13.1M - $16.2M
|
31.4K
$18.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.4K+ 29.28% |
$12.5M - $15.6M
|
121K
$70.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
24.1K+ 26.94% |
$11M - $13.7M
|
114K
$66.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24K+ 10.32% |
$11M - $13.6M
|
256K
$150M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
23.3KNew |
$10.6M - $13.2M
|
23.3K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
22.7K+ 38.2% |
$10.4M - $12.9M
|
82.1K
$48.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
21.5K+ 13.0% |
$9.82M - $12.2M
|
187K
$109M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
21.1K+ 34.67% |
$9.63M - $12M
|
81.9K
$48M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
20.6K+ 48.46% |
$9.41M - $11.7M
|
63.1K
$37M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
20.1K+ 11.94% |
$9.19M - $11.4M
|
189K
$111M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
19.2K+ 6.69% |
$8.77M - $10.9M
|
306K
$179M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
19.1KNew |
$8.72M - $10.8M
|
19.1K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
18.9K+ 5.32% |
$8.64M - $10.7M
|
374K
$219M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
18.7K+ 5.75% |
$8.55M - $10.6M
|
344K
$201M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
17K+ 39.48% |
$7.75M - $9.63M
|
59.9K
$35.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
16.9K+ 18.14% |
$7.72M - $9.6M
|
110K
$64.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.8K+ 397.85% |
$7.68M - $9.55M
|
21K
$12.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 5.04% |
$7.49M - $9.32M
|
342K
$200M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
16.3K+ 627.84% |
$7.47M - $9.29M
|
19K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
15.9K+ 104.39% |
$7.24M - $9M
|
31K
$18.2M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
15.4K+ 2462.36% |
$7.05M - $8.77M
|
16.1K
$9.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
15K+ 2.93% |
$6.85M - $8.52M
|
527K
$308M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14.8K+ 9.81% |
$6.77M - $8.42M
|
166K
$97.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.6K+ 180.06% |
$6.69M - $8.32M
|
22.8K
$13.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
13.9K+ 1740.6% |
$6.34M - $7.89M
|
14.7K
$8.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.8K+ 5.49% |
$6.3M - $7.84M
|
265K
$155M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.5K+ 13.9% |
$6.14M - $7.64M
|
110K
$64.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.4KNew |
$6.12M - $7.62M
|
13.4K
$7.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
13.3K+ 2.75% |
$6.07M - $7.55M
|
496K
$290M
|