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 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
2.33K+ 42.3% |
$1.07M - $1.32M
|
7.85K
$4.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.31K+ 1.48% |
$1.05M - $1.31M
|
158K
$93.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2.28K+ 4.61% |
$1.04M - $1.3M
|
51.8K
$30.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.28K+ 3.4% |
$1.04M - $1.29M
|
69.2K
$40.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.26K+ 1.36% |
$1.03M - $1.29M
|
169K
$100M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.26K+ 3.57% |
$1.03M - $1.28M
|
65.6K
$38.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.25K+ 12.53% |
$1.03M - $1.28M
|
20.2K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
2.25K+ 1.8% |
$1.03M - $1.28M
|
127K
$75.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.23KNew |
$1.02M - $1.27M
|
2.23K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
2.22K+ 5.39% |
$1.01M - $1.26M
|
43.3K
$25.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.21KNew |
$1.01M - $1.25M
|
2.21K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.2K+ 6.47% |
$1M - $1.25M
|
36.1K
$21.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.17K+ 28.47% |
$992K - $1.23M
|
9.8K
$5.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.17K+ 14.24% |
$992K - $1.23M
|
17.4K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.17KNew |
$991K - $1.23M
|
2.17K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.17KNew |
$990K - $1.23M
|
2.17K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.17KNew |
$989K - $1.23M
|
2.17K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.16K+ 93.63% |
$987K - $1.23M
|
4.47K
$2.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.15K+ 141.09% |
$980K - $1.22M
|
3.67K
$2.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.12K+ 237.14% |
$968K - $1.2M
|
3.01K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.12K+ 9.64% |
$968K - $1.2M
|
24.1K
$14.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.12KNew |
$966K - $1.2M
|
2.12K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.11K+ 2.28% |
$963K - $1.2M
|
94.6K
$55.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.11K+ 2.44% |
$963K - $1.2M
|
88.5K
$52.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.11K+ 3.58% |
$962K - $1.2M
|
61K
$36.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.1K+ 8.58% |
$959K - $1.19M
|
26.6K
$15.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
2.09K+ 19.97% |
$956K - $1.19M
|
12.6K
$7.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.09K+ 124.11% |
$955K - $1.19M
|
3.77K
$2.23M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.09K+ 9.34% |
$954K - $1.19M
|
24.4K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.07K+ 3.77% |
$947K - $1.18M
|
57.1K
$33.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.07K+ 10.51% |
$945K - $1.18M
|
21.8K
$12.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
2.06KNew |
$940K - $1.17M
|
2.06K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
2.06KNew |
$939K - $1.17M
|
2.06K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.06K+ 4.09% |
$939K - $1.17M
|
52.3K
$30.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.04K+ 11.8% |
$930K - $1.16M
|
19.3K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2K+ 2.31% |
$913K - $1.14M
|
88.5K
$52.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.99K+ 123.13% |
$909K - $1.13M
|
3.61K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.99K+ 3.58% |
$908K - $1.13M
|
57.5K
$34M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.97KNew |
$898K - $1.12M
|
1.97K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.96K+ 23.95% |
$897K - $1.12M
|
10.2K
$6.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 2.81% |
$895K - $1.11M
|
71.8K
$42.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.95K+ 5.1% |
$889K - $1.11M
|
40.1K
$23.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.94KNew |
$888K - $1.1M
|
1.94K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.94K+ 0.22% |
$886K - $1.1M
|
873K
$516M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.94K+ 1.61% |
$886K - $1.1M
|
123K
$72.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.94K+ 4.42% |
$886K - $1.1M
|
45.8K
$27.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.94K+ 9.25% |
$884K - $1.1M
|
22.8K
$13.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.93K+ 109.16% |
$882K - $1.1M
|
3.7K
$2.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.93K+ 51.09% |
$881K - $1.1M
|
5.71K
$3.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.92KNew |
$876K - $1.09M
|
1.92K
$1.13M
|