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 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.07K+ 6.7% |
$490K - $609K
|
17.1K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.05K+ 13.17% |
$480K - $596K
|
9.02K
$5.6M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.04K+ 2.53% |
$475K - $591K
|
42.2K
$26.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.04K+ 0.71% |
$474K - $589K
|
146K
$91M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.04K+ 25.99% |
$473K - $588K
|
5.02K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.03K+ 15.07% |
$471K - $586K
|
7.87K
$4.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.03K+ 60.35% |
$470K - $585K
|
2.73K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.03K+ 33.09% |
$469K - $583K
|
4.13K
$2.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.03K+ 46.28% |
$468K - $582K
|
3.24K
$2.01M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.03K+ 170.83% |
$468K - $582K
|
1.63K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.02K+ 142.44% |
$465K - $578K
|
1.73K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.01K+ 3.92% |
$463K - $576K
|
26.9K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.01KNew |
$459K - $571K
|
1.01K
$625K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1K+ 11.26% |
$458K - $570K
|
9.91K
$6.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1K+ 2.47% |
$457K - $569K
|
41.6K
$25.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
997+ 2.84% |
$455K - $566K
|
36.1K
$22.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
995+ 7.0% |
$454K - $565K
|
15.2K
$9.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
993+ 14.99% |
$454K - $564K
|
7.62K
$4.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
988+ 15.65% |
$451K - $561K
|
7.3K
$4.53M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
984+ 5.02% |
$449K - $559K
|
20.6K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
982+ 13.43% |
$449K - $558K
|
8.3K
$5.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
981+ 3.59% |
$448K - $557K
|
28.3K
$17.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
972+ 1.14% |
$444K - $552K
|
86K
$53.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
955New |
$436K - $542K
|
955
$593K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
953+ 10.22% |
$435K - $541K
|
10.3K
$6.38M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
953+ 10.16% |
$435K - $541K
|
10.3K
$6.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
950+ 9.47% |
$434K - $540K
|
11K
$6.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
933+ 27.95% |
$426K - $530K
|
4.27K
$2.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
929+ 6.4% |
$424K - $528K
|
15.4K
$9.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
924+ 7.98% |
$422K - $525K
|
12.5K
$7.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
924+ 231.58% |
$422K - $525K
|
1.32K
$822K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
921+ 10.42% |
$421K - $523K
|
9.76K
$6.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
920+ 14.24% |
$420K - $523K
|
7.38K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
915+ 2.0% |
$418K - $520K
|
46.7K
$29M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
911+ 5.96% |
$416K - $517K
|
16.2K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
905+ 6.61% |
$413K - $514K
|
14.6K
$9.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
903+ 58.26% |
$412K - $513K
|
2.45K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
897+ 6.79% |
$410K - $510K
|
14.1K
$8.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
895+ 3.02% |
$409K - $508K
|
30.5K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
892+ 57.0% |
$407K - $507K
|
2.46K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
890New |
$406K - $506K
|
890
$553K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
888+ 4.48% |
$406K - $504K
|
20.7K
$12.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
885+ 1.61% |
$404K - $503K
|
55.8K
$34.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
880+ 0.94% |
$402K - $500K
|
94.1K
$58.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
874+ 21.48% |
$399K - $496K
|
4.94K
$3.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
869+ 16.66% |
$397K - $494K
|
6.09K
$3.78M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
866New |
$396K - $492K
|
866
$538K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
865New |
$395K - $491K
|
865
$537K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
863+ 7.57% |
$394K - $490K
|
12.3K
$7.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
856+ 3.55% |
$391K - $486K
|
24.9K
$15.5M
|