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
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
3.64KNew |
$1.66M - $2.06M
|
3.64K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.59K+ 5.22% |
$1.64M - $2.04M
|
72.3K
$42.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.57K+ 89.76% |
$1.63M - $2.03M
|
7.54K
$4.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.56K+ 87.67% |
$1.62M - $2.02M
|
7.61K
$4.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.52K+ 32.22% |
$1.61M - $2M
|
14.4K
$8.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.52K+ 5.31% |
$1.61M - $2M
|
69.7K
$41.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.51K+ 4.54% |
$1.6M - $1.99M
|
80.9K
$47.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.46K+ 30.84% |
$1.58M - $1.96M
|
14.7K
$8.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.43K+ 96.95% |
$1.57M - $1.95M
|
6.96K
$4.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.4K+ 19.7% |
$1.55M - $1.93M
|
20.6K
$12.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
3.39K+ 3.72% |
$1.55M - $1.93M
|
94.7K
$56M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.38K+ 100.0% |
$1.55M - $1.92M
|
6.77K
$4M
|
|
|
Aug 11, 2025
Q2 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
3.37K+ 3.72% |
$1.54M - $1.91M
|
94K
$55.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
3.32K+ 12.02% |
$1.52M - $1.89M
|
31K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
3.31K+ 81.45% |
$1.51M - $1.88M
|
7.38K
$4.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.29KNew |
$1.5M - $1.87M
|
3.29K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
3.28K+ 1.84% |
$1.5M - $1.86M
|
181K
$107M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
3.27K+ 42.12% |
$1.49M - $1.86M
|
11K
$6.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.26K+ 2.3% |
$1.49M - $1.85M
|
145K
$85.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.26K+ 2.56% |
$1.49M - $1.85M
|
131K
$77.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.23K+ 5.43% |
$1.48M - $1.84M
|
62.7K
$37.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.2KNew |
$1.46M - $1.82M
|
3.2K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.2K+ 5.41% |
$1.46M - $1.82M
|
62.4K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.19K+ 132.32% |
$1.45M - $1.81M
|
5.59K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.18K+ 24.48% |
$1.45M - $1.8M
|
16.1K
$9.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.17K+ 5.93% |
$1.45M - $1.8M
|
56.7K
$33.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.17K+ 1.59% |
$1.45M - $1.8M
|
202K
$119M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.16K+ 59.48% |
$1.44M - $1.79M
|
8.47K
$5.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.13K+ 19.11% |
$1.43M - $1.78M
|
19.5K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.12K+ 57.51% |
$1.43M - $1.77M
|
8.55K
$5.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.12K+ 452.46% |
$1.43M - $1.77M
|
3.81K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.08K+ 0.39% |
$1.41M - $1.75M
|
801K
$474M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.08K+ 4.46% |
$1.41M - $1.75M
|
72K
$42.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.08K+ 9.07% |
$1.41M - $1.75M
|
37K
$21.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.06K+ 21.66% |
$1.4M - $1.74M
|
17.2K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
3.01K+ 13.98% |
$1.38M - $1.71M
|
24.6K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.01K+ 40.65% |
$1.37M - $1.71M
|
10.4K
$6.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3K+ 105.04% |
$1.37M - $1.7M
|
5.86K
$3.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.94K+ 2830.77% |
$1.34M - $1.67M
|
3.05K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.94K+ 23.92% |
$1.34M - $1.67M
|
15.3K
$9.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.92K+ 4.01% |
$1.33M - $1.66M
|
75.7K
$44.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
2.9K+ 10.91% |
$1.32M - $1.65M
|
29.5K
$17.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.88K+ 3.76% |
$1.31M - $1.63M
|
79.4K
$46.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
2.85K+ 21.82% |
$1.3M - $1.62M
|
15.9K
$9.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.85KNew |
$1.3M - $1.62M
|
2.85K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.85K+ 56900.0% |
$1.3M - $1.62M
|
2.85K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.83K+ 3.24% |
$1.29M - $1.61M
|
90.2K
$53.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.82K+ 1.88% |
$1.29M - $1.6M
|
153K
$90.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.82K+ 7.52% |
$1.29M - $1.6M
|
40.3K
$23.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
2.81KNew |
$1.28M - $1.6M
|
2.81K
$1.66M
|