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
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
818+ 18.25% |
$374K - $465K
|
5.3K
$3.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Investment Management Associates Inc
|
BUY
|
- |
813New |
$371K - $462K
|
813
$481K
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
813+ 36.56% |
$371K - $462K
|
3.04K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
811+ 15.54% |
$370K - $461K
|
6.03K
$3.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
806New |
$368K - $458K
|
806
$477K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
799+ 2.34% |
$365K - $454K
|
34.9K
$20.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
796+ 58.92% |
$364K - $452K
|
2.15K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
795+ 144.55% |
$363K - $452K
|
1.35K
$795K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
792+ 1.35% |
$362K - $450K
|
59.6K
$35.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
791+ 24.52% |
$361K - $449K
|
4.02K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
790+ 104.22% |
$361K - $449K
|
1.55K
$915K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
787+ 5.12% |
$359K - $447K
|
16.2K
$9.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
787New |
$359K - $447K
|
787
$465K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
784+ 7.7% |
$358K - $445K
|
11K
$6.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
777+ 14.85% |
$355K - $441K
|
6.01K
$3.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
776+ 9.16% |
$354K - $441K
|
9.24K
$5.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
775+ 7.63% |
$354K - $440K
|
10.9K
$6.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
775+ 16.4% |
$354K - $440K
|
5.5K
$3.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
775+ 5.59% |
$354K - $440K
|
14.7K
$8.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
769+ 10.52% |
$351K - $437K
|
8.08K
$4.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
768+ 11.93% |
$351K - $436K
|
7.21K
$4.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
766+ 25533.33% |
$350K - $435K
|
769
$455K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
765+ 42.34% |
$349K - $435K
|
2.57K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
763+ 6.21% |
$348K - $433K
|
13K
$7.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
756+ 568.42% |
$345K - $429K
|
889
$526K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
756+ 9.73% |
$345K - $429K
|
8.52K
$5.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
756+ 13.63% |
$345K - $429K
|
6.3K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
754+ 3.19% |
$344K - $428K
|
24.4K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
754+ 0.95% |
$344K - $428K
|
80.3K
$47.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
752+ 26.05% |
$343K - $427K
|
3.64K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
752+ 1.97% |
$343K - $427K
|
38.9K
$23M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
750+ 41.48% |
$343K - $426K
|
2.56K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
750+ 13.12% |
$343K - $426K
|
6.47K
$3.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
748+ 15.94% |
$342K - $425K
|
5.44K
$3.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
746+ 5.37% |
$341K - $424K
|
14.6K
$8.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
743New |
$339K - $422K
|
743
$439K
|
|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
743New |
$339K - $422K
|
743
$439K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
741+ 26.49% |
$338K - $421K
|
3.54K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
741+ 23.63% |
$338K - $421K
|
3.88K
$2.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
737+ 5.47% |
$337K - $419K
|
14.2K
$8.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
733New |
$335K - $416K
|
733
$433K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
733+ 125.09% |
$335K - $416K
|
1.32K
$780K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
726New |
$332K - $412K
|
726
$429K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
722+ 6.38% |
$330K - $410K
|
12K
$7.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
714+ 46.42% |
$326K - $406K
|
2.25K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
713+ 8.07% |
$326K - $405K
|
9.55K
$5.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
711+ 6.58% |
$325K - $404K
|
11.5K
$6.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
708+ 78.32% |
$323K - $402K
|
1.61K
$953K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
706+ 1.77% |
$322K - $401K
|
40.5K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
702+ 5.77% |
$321K - $399K
|
12.9K
$7.61M
|