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
|
Ewg Elevate Inc.
|
BUY
|
- |
628New |
$287K - $357K
|
628
$390K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
626+ 86.58% |
$286K - $356K
|
1.35K
$838K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
625+ 0.68% |
$285K - $355K
|
93.1K
$57.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
624+ 3.56% |
$285K - $354K
|
18.2K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
612+ 17.36% |
$280K - $348K
|
4.14K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
612+ 39.82% |
$280K - $348K
|
2.15K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
610+ 3.97% |
$279K - $346K
|
16K
$9.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
610+ 0.39% |
$279K - $346K
|
158K
$98M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
610+ 1.37% |
$279K - $346K
|
45.3K
$28.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
607+ 21.76% |
$277K - $345K
|
3.4K
$2.11M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
606+ 8.1% |
$277K - $344K
|
8.09K
$5.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
605+ 14.23% |
$276K - $344K
|
4.86K
$3.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
603New |
$275K - $343K
|
603
$374K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
602+ 4.51% |
$275K - $342K
|
14K
$8.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
598+ 43.21% |
$273K - $340K
|
1.98K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
598+ 24.86% |
$273K - $340K
|
3K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
598+ 0.61% |
$273K - $340K
|
98.4K
$61.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
596+ 7.28% |
$272K - $339K
|
8.79K
$5.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
591+ 4.35% |
$270K - $336K
|
14.2K
$8.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
589+ 1.71% |
$269K - $335K
|
35.1K
$21.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
588+ 27.68% |
$269K - $334K
|
2.71K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
586+ 5.59% |
$268K - $333K
|
11.1K
$6.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
585+ 6.65% |
$267K - $332K
|
9.39K
$5.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
585+ 0.86% |
$267K - $332K
|
68.8K
$42.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
585New |
$267K - $332K
|
585
$363K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
584+ 5.21% |
$267K - $332K
|
11.8K
$7.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
583+ 11.32% |
$266K - $331K
|
5.74K
$3.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
582+ 24.8% |
$266K - $331K
|
2.93K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
582+ 69.87% |
$266K - $331K
|
1.42K
$879K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
582+ 63.96% |
$266K - $331K
|
1.49K
$927K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
580New |
$265K - $329K
|
580
$360K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
579+ 1.17% |
$264K - $329K
|
50.1K
$31.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
579+ 13.58% |
$264K - $329K
|
4.84K
$3.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
574+ 2.71% |
$262K - $326K
|
21.8K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
573+ 9.18% |
$262K - $325K
|
6.81K
$4.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
569+ 8.66% |
$260K - $323K
|
7.14K
$4.43M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
564+ 27.46% |
$258K - $320K
|
2.62K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
563+ 16.5% |
$257K - $320K
|
3.98K
$2.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
560+ 34.33% |
$256K - $318K
|
2.19K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
559+ 0.46% |
$255K - $318K
|
123K
$76.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
559New |
$255K - $318K
|
559
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
558+ 40.0% |
$255K - $317K
|
1.95K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
555+ 3.28% |
$253K - $315K
|
17.5K
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
555+ 7.71% |
$253K - $315K
|
7.75K
$4.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
555New |
$253K - $315K
|
555
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
553New |
$253K - $314K
|
553
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
552+ 27.07% |
$252K - $314K
|
2.59K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
549+ 42.43% |
$251K - $312K
|
1.84K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
548+ 7.65% |
$250K - $311K
|
7.71K
$4.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
546+ 24.33% |
$249K - $310K
|
2.79K
$1.73M
|