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 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
853+ 6.43% |
$390K - $485K
|
14.1K
$8.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
851+ 0.18% |
$389K - $483K
|
470K
$292M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
846+ 4.34% |
$386K - $481K
|
20.3K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
843+ 15.62% |
$385K - $479K
|
6.24K
$3.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
842+ 12.22% |
$385K - $478K
|
7.73K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
840+ 0.5% |
$384K - $477K
|
168K
$104M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
838+ 205.9% |
$383K - $476K
|
1.25K
$773K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
838+ 119.89% |
$383K - $476K
|
1.54K
$954K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
833+ 12.42% |
$380K - $473K
|
7.54K
$4.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
831+ 3.79% |
$380K - $472K
|
22.7K
$14.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
826+ 91.47% |
$377K - $469K
|
1.73K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
825+ 113.64% |
$377K - $469K
|
1.55K
$963K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
825+ 101.1% |
$377K - $469K
|
1.64K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
823+ 2.58% |
$376K - $467K
|
32.7K
$20.3M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
818+ 18.25% |
$374K - $465K
|
5.3K
$3.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Investment Management Associates Inc
|
BUY
|
- |
813New |
$371K - $462K
|
813
$505K
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
813+ 36.56% |
$371K - $462K
|
3.04K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
811+ 15.54% |
$370K - $461K
|
6.03K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
806New |
$368K - $458K
|
806
$501K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
799+ 2.34% |
$365K - $454K
|
34.9K
$21.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
796+ 58.92% |
$364K - $452K
|
2.15K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
795+ 144.55% |
$363K - $452K
|
1.35K
$835K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
792+ 1.35% |
$362K - $450K
|
59.6K
$37M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
791+ 24.52% |
$361K - $449K
|
4.02K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
790+ 104.22% |
$361K - $449K
|
1.55K
$961K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
787+ 5.12% |
$359K - $447K
|
16.2K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
787New |
$359K - $447K
|
787
$489K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
784+ 7.7% |
$358K - $445K
|
11K
$6.81M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
782+ 37.29% |
$357K - $444K
|
2.88K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
777+ 14.85% |
$355K - $441K
|
6.01K
$3.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
776+ 9.16% |
$354K - $441K
|
9.24K
$5.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
775+ 7.63% |
$354K - $440K
|
10.9K
$6.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
775+ 16.4% |
$354K - $440K
|
5.5K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
775+ 5.59% |
$354K - $440K
|
14.7K
$9.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
769+ 10.52% |
$351K - $437K
|
8.08K
$5.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
768+ 11.93% |
$351K - $436K
|
7.21K
$4.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
766+ 25533.33% |
$350K - $435K
|
769
$478K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
765+ 42.34% |
$349K - $435K
|
2.57K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
763+ 6.21% |
$348K - $433K
|
13K
$8.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
756+ 568.42% |
$345K - $429K
|
889
$552K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
756+ 9.73% |
$345K - $429K
|
8.52K
$5.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
756+ 13.63% |
$345K - $429K
|
6.3K
$3.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
754+ 3.19% |
$344K - $428K
|
24.4K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
754+ 0.95% |
$344K - $428K
|
80.3K
$49.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
752+ 26.05% |
$343K - $427K
|
3.64K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
752+ 1.97% |
$343K - $427K
|
38.9K
$24.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
750+ 41.48% |
$343K - $426K
|
2.56K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
750+ 13.12% |
$343K - $426K
|
6.47K
$4.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
748+ 15.94% |
$342K - $425K
|
5.44K
$3.38M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
747New |
$341K - $424K
|
747
$464K
|