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 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.91K+ 5.3% |
$872K - $1.08M
|
37.9K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.9K+ 25.81% |
$868K - $1.08M
|
9.27K
$5.48M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.9K+ 65.09% |
$867K - $1.08M
|
4.81K
$2.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.9K+ 142.92% |
$867K - $1.08M
|
3.23K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.89K+ 13.15% |
$861K - $1.07M
|
16.2K
$9.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.88KNew |
$858K - $1.07M
|
1.88K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.87KNew |
$852K - $1.06M
|
1.87K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.85KNew |
$847K - $1.05M
|
1.85K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.85K+ 25.76% |
$845K - $1.05M
|
9.03K
$5.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.85K+ 8.03% |
$844K - $1.05M
|
24.8K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.85K+ 8.11% |
$844K - $1.05M
|
24.6K
$14.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.83K+ 179.94% |
$836K - $1.04M
|
2.85K
$1.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.83K+ 6.12% |
$834K - $1.04M
|
31.7K
$18.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.82K+ 11.28% |
$833K - $1.04M
|
18K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.82K+ 7.26% |
$832K - $1.03M
|
26.9K
$15.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.82K+ 169.37% |
$831K - $1.03M
|
2.89K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.82K+ 22.94% |
$831K - $1.03M
|
9.75K
$5.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.82KNew |
$829K - $1.03M
|
1.82K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.8K+ 25.26% |
$823K - $1.02M
|
8.94K
$5.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.8K+ 4.89% |
$821K - $1.02M
|
38.6K
$22.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.78K+ 4.93% |
$814K - $1.01M
|
38K
$22.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1.78K+ 3.63% |
$813K - $1.01M
|
50.8K
$30.1M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
1.77K+ 9.97% |
$810K - $1.01M
|
19.6K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.77KNew |
$808K - $1.01M
|
1.77K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.77K+ 3.14% |
$807K - $1M
|
58K
$34.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.76KNew |
$802K - $997K
|
1.76K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.76K+ 8.83% |
$802K - $997K
|
21.6K
$12.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.75K+ 17.11% |
$800K - $995K
|
12K
$7.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.75K+ 12.61% |
$797K - $991K
|
15.6K
$9.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.74K+ 8.8% |
$795K - $988K
|
21.5K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.74K+ 0.59% |
$792K - $986K
|
296K
$175M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
1.73K+ 53.95% |
$789K - $982K
|
4.93K
$2.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.73K+ 2.52% |
$788K - $980K
|
70.2K
$41.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.71KNew |
$779K - $968K
|
1.71K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.7K+ 63.48% |
$777K - $967K
|
4.38K
$2.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.7KNew |
$776K - $966K
|
1.7K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.69K+ 6.39% |
$771K - $959K
|
28.1K
$16.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.68KNew |
$767K - $954K
|
1.68K
$993K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.65K+ 21.75% |
$755K - $940K
|
9.26K
$5.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
1.65K+ 3.18% |
$754K - $938K
|
53.6K
$31.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.65K+ 99.28% |
$752K - $936K
|
3.31K
$1.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.64K+ 21.32% |
$748K - $930K
|
9.32K
$5.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.62K+ 3.88% |
$740K - $921K
|
43.4K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.62K+ 188.93% |
$740K - $921K
|
2.48K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.62K+ 17.11% |
$738K - $917K
|
11.1K
$6.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1.6K+ 1.95% |
$729K - $907K
|
83.6K
$49.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.59K+ 30.87% |
$728K - $905K
|
6.76K
$4M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.57K+ 4.77% |
$716K - $890K
|
34.4K
$20.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.56K+ 705.88% |
$713K - $886K
|
1.78K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.54K+ 9.94% |
$703K - $875K
|
17K
$10.1M
|