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 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.23K+ 1.96% |
$560K - $696K
|
63.9K
$37.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.22K+ 4.64% |
$557K - $693K
|
27.5K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.22K+ 2.27% |
$556K - $691K
|
54.9K
$32.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.46% |
$553K - $688K
|
50.4K
$29.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.2K+ 9.4% |
$548K - $682K
|
14K
$8.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$547K - $680K
|
1.2K
$708K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 5.51% |
$544K - $677K
|
22.8K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.19K+ 3.52% |
$542K - $674K
|
34.9K
$20.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.19K+ 14.51% |
$541K - $673K
|
9.35K
$5.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.19K+ 23.93% |
$541K - $673K
|
6.14K
$3.63M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.18K+ 1.49% |
$540K - $671K
|
80.6K
$47.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.18KNew |
$537K - $667K
|
1.18K
$695K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.17K+ 2.92% |
$535K - $665K
|
41.3K
$24.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.17K+ 142.44% |
$533K - $663K
|
1.99K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.15K+ 15.88% |
$526K - $654K
|
8.4K
$4.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.15K+ 1.4% |
$524K - $652K
|
83.3K
$49.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.15K+ 3.04% |
$524K - $652K
|
38.8K
$23M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.15K+ 4.46% |
$523K - $651K
|
26.9K
$15.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.14KNew |
$520K - $647K
|
1.14K
$673K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.14K+ 2.63% |
$520K - $646K
|
44.4K
$26.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 3.22% |
$519K - $646K
|
36.4K
$21.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.14K+ 1.36% |
$519K - $645K
|
84.4K
$49.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.13KNew |
$518K - $644K
|
1.13K
$671K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.13K+ 5.84% |
$516K - $641K
|
20.5K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.12K+ 27.89% |
$512K - $637K
|
5.15K
$3.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.11K+ 1.96% |
$508K - $632K
|
57.8K
$34.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.1K+ 44.09% |
$503K - $625K
|
3.6K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.1K+ 75.71% |
$502K - $625K
|
2.55K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.1K+ 17.0% |
$502K - $625K
|
7.57K
$4.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.1K+ 18.56% |
$502K - $624K
|
7.02K
$4.15M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.1K+ 7.87% |
$501K - $623K
|
15K
$8.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.09K+ 10.58% |
$500K - $621K
|
11.4K
$6.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.09K+ 0.52% |
$499K - $620K
|
211K
$124M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.09K+ 4.54% |
$498K - $620K
|
25.1K
$14.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.09K+ 7.95% |
$498K - $619K
|
14.8K
$8.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.08K+ 6.7% |
$491K - $611K
|
17.1K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.07K+ 6.7% |
$490K - $609K
|
17.1K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.05K+ 13.17% |
$480K - $596K
|
9.02K
$5.34M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.04K+ 2.53% |
$475K - $591K
|
42.2K
$24.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.04K+ 0.71% |
$474K - $589K
|
146K
$86.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.04K+ 25.99% |
$473K - $588K
|
5.02K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.03K+ 15.07% |
$471K - $586K
|
7.87K
$4.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.03K+ 60.35% |
$470K - $585K
|
2.73K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.03K+ 33.09% |
$469K - $583K
|
4.13K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.03K+ 46.28% |
$468K - $582K
|
3.24K
$1.92M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.03K+ 170.83% |
$468K - $582K
|
1.63K
$961K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.02K+ 142.44% |
$465K - $578K
|
1.73K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.01K+ 3.92% |
$463K - $576K
|
26.9K
$15.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.01KNew |
$459K - $571K
|
1.01K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1K+ 11.26% |
$458K - $570K
|
9.91K
$5.86M
|