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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.29K+ 0.57% |
$587K - $730K
|
227K
$141M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.28K+ 8.21% |
$586K - $729K
|
16.9K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.27K+ 3.12% |
$582K - $724K
|
42.1K
$26.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.27KNew |
$581K - $723K
|
1.27K
$790K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.27K+ 318.84% |
$580K - $721K
|
1.67K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.27K+ 10.66% |
$578K - $719K
|
13.1K
$8.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.27K+ 40.35% |
$578K - $719K
|
4.4K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.26K+ 22.9% |
$574K - $713K
|
6.74K
$4.19M
|
|
|
Sep 25, 2025
Q2 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1.25K+ 1.26% |
$573K - $712K
|
101K
$62.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.25K+ 37.17% |
$571K - $711K
|
4.62K
$2.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.24K+ 85.46% |
$566K - $704K
|
2.69K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.23K+ 16.41% |
$561K - $698K
|
8.71K
$5.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.23K+ 4.51% |
$561K - $698K
|
28.4K
$17.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.23K+ 1.96% |
$560K - $696K
|
63.9K
$39.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.22K+ 4.64% |
$557K - $693K
|
27.5K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.22K+ 2.27% |
$556K - $691K
|
54.9K
$34.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.46% |
$553K - $688K
|
50.4K
$31.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.2K+ 9.4% |
$548K - $682K
|
14K
$8.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$547K - $680K
|
1.2K
$744K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 5.51% |
$544K - $677K
|
22.8K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.19K+ 3.52% |
$542K - $674K
|
34.9K
$21.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.19K+ 14.51% |
$541K - $673K
|
9.35K
$5.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.19K+ 23.93% |
$541K - $673K
|
6.14K
$3.81M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.18K+ 1.49% |
$540K - $671K
|
80.6K
$50.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.18KNew |
$537K - $667K
|
1.18K
$730K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.17K+ 2.92% |
$535K - $665K
|
41.3K
$25.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.17K+ 142.44% |
$533K - $663K
|
1.99K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.15K+ 15.88% |
$526K - $654K
|
8.4K
$5.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.15K+ 1.4% |
$524K - $652K
|
83.3K
$51.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.15K+ 3.04% |
$524K - $652K
|
38.8K
$24.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.15K+ 4.46% |
$523K - $651K
|
26.9K
$16.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.14KNew |
$520K - $647K
|
1.14K
$707K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.14K+ 2.63% |
$520K - $646K
|
44.4K
$27.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 3.22% |
$519K - $646K
|
36.4K
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.14K+ 1.36% |
$519K - $645K
|
84.4K
$52.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.13KNew |
$518K - $644K
|
1.13K
$704K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.13K+ 5.84% |
$516K - $641K
|
20.5K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.12K+ 27.89% |
$512K - $637K
|
5.15K
$3.19M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.12K+ 5.75% |
$510K - $634K
|
20.5K
$12.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.11K+ 1.96% |
$508K - $632K
|
57.8K
$35.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.1K+ 44.09% |
$503K - $625K
|
3.6K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.1K+ 75.71% |
$502K - $625K
|
2.55K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.1K+ 17.0% |
$502K - $625K
|
7.57K
$4.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.1K+ 18.56% |
$502K - $624K
|
7.02K
$4.36M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.1K+ 7.87% |
$501K - $623K
|
15K
$9.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.09K+ 10.58% |
$500K - $621K
|
11.4K
$7.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.09K+ 0.52% |
$499K - $620K
|
211K
$131M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.09K+ 4.54% |
$498K - $620K
|
25.1K
$15.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.09K+ 7.95% |
$498K - $619K
|
14.8K
$9.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.08K+ 6.7% |
$491K - $611K
|
17.1K
$10.6M
|