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 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.52K+ 16.94% |
$696K - $866K
|
10.5K
$6.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.51K+ 7.39% |
$690K - $858K
|
21.9K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.49K+ 0.88% |
$682K - $849K
|
170K
$101M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.49K+ 9.6% |
$681K - $848K
|
17K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.49K+ 136.11% |
$678K - $844K
|
2.58K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.48K+ 13.52% |
$678K - $843K
|
12.5K
$7.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.48K+ 109.58% |
$674K - $838K
|
2.82K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.47K+ 2.6% |
$672K - $836K
|
58K
$34.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.45KNew |
$664K - $825K
|
1.45K
$859K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.44K+ 10.36% |
$660K - $820K
|
15.4K
$9.09M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.44KNew |
$656K - $816K
|
1.44K
$849K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.43K+ 3.27% |
$655K - $814K
|
45.3K
$26.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 11.51% |
$650K - $809K
|
13.8K
$8.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.41K+ 11.04% |
$644K - $800K
|
14.2K
$8.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.41K+ 8.77% |
$642K - $799K
|
17.4K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.39K+ 9.04% |
$635K - $790K
|
16.8K
$9.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.38K+ 7.82% |
$629K - $783K
|
19K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.38K+ 10.14% |
$628K - $781K
|
14.9K
$8.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.37K+ 48.06% |
$628K - $780K
|
4.23K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.36K+ 22.31% |
$622K - $773K
|
7.46K
$4.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 2.7% |
$617K - $767K
|
51.5K
$30.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.35KNew |
$617K - $767K
|
1.35K
$799K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.35KNew |
$617K - $767K
|
1.35K
$798K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.35K+ 1.79% |
$616K - $766K
|
76.6K
$45.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.34K+ 40.01% |
$613K - $762K
|
4.7K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.34K+ 0.84% |
$612K - $762K
|
162K
$95.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.34K+ 6.91% |
$610K - $758K
|
20.6K
$12.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.33K+ 46.06% |
$609K - $758K
|
4.23K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1.33K+ 4.23% |
$607K - $754K
|
32.7K
$19.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33K+ 6.4% |
$605K - $753K
|
22K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.33K+ 12.36% |
$605K - $753K
|
12K
$7.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.32KNew |
$603K - $750K
|
1.32K
$781K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.32K+ 5.87% |
$602K - $749K
|
23.8K
$14.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.31K+ 222.7% |
$596K - $741K
|
1.89K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.3K+ 4.59% |
$596K - $741K
|
29.7K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 14.79% |
$595K - $740K
|
10.1K
$5.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.3K+ 310.53% |
$593K - $737K
|
1.72K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.3K+ 30.07% |
$593K - $737K
|
5.61K
$3.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.29K+ 0.57% |
$587K - $730K
|
227K
$134M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.28K+ 8.21% |
$586K - $729K
|
16.9K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.27K+ 3.12% |
$582K - $724K
|
42.1K
$24.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.27KNew |
$581K - $723K
|
1.27K
$752K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.27K+ 318.84% |
$580K - $721K
|
1.67K
$986K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.27K+ 10.66% |
$578K - $719K
|
13.1K
$7.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.27K+ 40.35% |
$578K - $719K
|
4.4K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.26K+ 22.9% |
$574K - $713K
|
6.74K
$3.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.25K+ 37.17% |
$571K - $711K
|
4.62K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.24K+ 85.46% |
$566K - $704K
|
2.69K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.23K+ 16.41% |
$561K - $698K
|
8.71K
$5.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.23K+ 4.51% |
$561K - $698K
|
28.4K
$16.8M
|