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 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.8KNew |
$1.28M - $1.59M
|
2.8K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
2.79K+ 2.3% |
$1.28M - $1.59M
|
124K
$73.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.79K+ 22.34% |
$1.28M - $1.59M
|
15.3K
$9.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.78K+ 6.18% |
$1.27M - $1.58M
|
47.8K
$28.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
2.78K+ 14.73% |
$1.27M - $1.58M
|
21.7K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.78K+ 10.84% |
$1.27M - $1.58M
|
28.4K
$16.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.78K+ 11.16% |
$1.27M - $1.58M
|
27.6K
$16.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.76K+ 37.1% |
$1.26M - $1.57M
|
10.2K
$6.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.73K+ 12.61% |
$1.24M - $1.55M
|
24.3K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
2.72K+ 68.09% |
$1.24M - $1.55M
|
6.72K
$3.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
2.7K+ 32.06% |
$1.23M - $1.53M
|
11.1K
$6.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
2.68KNew |
$1.22M - $1.52M
|
2.68K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.65K+ 4.69% |
$1.21M - $1.51M
|
59.1K
$35M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.65K+ 1.83% |
$1.21M - $1.5M
|
147K
$87M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.65K+ 100.0% |
$1.21M - $1.5M
|
5.29K
$3.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.64K+ 3.52% |
$1.21M - $1.5M
|
77.8K
$46M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.64K+ 6.59% |
$1.21M - $1.5M
|
42.7K
$25.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.64K+ 11.1% |
$1.2M - $1.5M
|
26.4K
$15.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.63K+ 3.71% |
$1.2M - $1.49M
|
73.6K
$43.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.62K+ 12.99% |
$1.2M - $1.49M
|
22.8K
$13.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
2.61K+ 11.8% |
$1.19M - $1.48M
|
24.8K
$14.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
2.61K+ 2.21% |
$1.19M - $1.48M
|
121K
$71.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.6K+ 27.01% |
$1.19M - $1.48M
|
12.2K
$7.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.58K+ 159.21% |
$1.18M - $1.46M
|
4.19K
$2.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.57KNew |
$1.18M - $1.46M
|
2.57K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.57K+ 14.15% |
$1.17M - $1.46M
|
20.7K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.57K+ 13.23% |
$1.17M - $1.46M
|
22K
$13M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.56K+ 8.88% |
$1.17M - $1.46M
|
31.4K
$18.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.56K+ 4.14% |
$1.17M - $1.45M
|
64.3K
$38M
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.52K+ 4.22% |
$1.15M - $1.43M
|
62.2K
$36.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.5K+ 18.59% |
$1.14M - $1.42M
|
15.9K
$9.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.49K+ 14.01% |
$1.13M - $1.41M
|
20.2K
$12M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.48K+ 6.76% |
$1.13M - $1.41M
|
39.1K
$23.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.48K+ 8.66% |
$1.13M - $1.41M
|
31.1K
$18.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.48K+ 53.42% |
$1.13M - $1.41M
|
7.11K
$4.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.46K+ 2.58% |
$1.12M - $1.4M
|
97.9K
$57.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.44K+ 3.62% |
$1.11M - $1.38M
|
69.7K
$41.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 2.55% |
$1.11M - $1.38M
|
97.6K
$57.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Community Bank Of Raymore
|
BUY
|
- |
2.41K+ 36.98% |
$1.1M - $1.37M
|
8.93K
$5.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.41K+ 2.43% |
$1.1M - $1.37M
|
102K
$60.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.41K+ 12.92% |
$1.1M - $1.37M
|
21.1K
$12.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
2.4K+ 2.32% |
$1.09M - $1.36M
|
106K
$62.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.4K+ 488.78% |
$1.09M - $1.36M
|
2.89K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.39K+ 28.15% |
$1.09M - $1.36M
|
10.9K
$6.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
2.38K+ 5.74% |
$1.09M - $1.35M
|
43.8K
$25.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.38K+ 18.09% |
$1.08M - $1.35M
|
15.5K
$9.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.37K+ 111.58% |
$1.08M - $1.35M
|
4.49K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 9.29% |
$1.08M - $1.34M
|
27.8K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.36K+ 29.23% |
$1.08M - $1.34M
|
10.4K
$6.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.35KNew |
$1.07M - $1.33M
|
2.35K
$1.39M
|