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 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
700+ 1.47% |
$320K - $398K
|
48.3K
$28.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
697+ 66.95% |
$318K - $396K
|
1.74K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
692+ 47.69% |
$316K - $393K
|
2.14K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
692+ 56.44% |
$316K - $393K
|
1.92K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
687+ 39.73% |
$314K - $390K
|
2.42K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
685+ 2.23% |
$313K - $389K
|
31.5K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
685+ 25.01% |
$313K - $389K
|
3.42K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
685New |
$313K - $389K
|
685
$405K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
683+ 6.0% |
$312K - $388K
|
12.1K
$7.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
681+ 1.58% |
$311K - $387K
|
43.9K
$25.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
678+ 30.58% |
$310K - $385K
|
2.9K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
677+ 130.44% |
$309K - $385K
|
1.2K
$707K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
676+ 0.86% |
$309K - $384K
|
79.1K
$46.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
665New |
$304K - $378K
|
665
$393K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
664+ 8.87% |
$303K - $377K
|
8.15K
$4.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
654+ 7.03% |
$299K - $371K
|
9.96K
$5.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
651+ 6.38% |
$297K - $370K
|
10.9K
$6.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
651+ 6.97% |
$297K - $370K
|
9.99K
$5.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
650+ 22.06% |
$297K - $369K
|
3.6K
$2.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
647+ 50.04% |
$296K - $368K
|
1.94K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
646+ 5.83% |
$295K - $367K
|
11.7K
$6.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
646+ 13.33% |
$295K - $367K
|
5.49K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
641+ 68.34% |
$293K - $364K
|
1.58K
$934K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
636+ 1.6% |
$290K - $361K
|
40.3K
$23.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
635+ 8.55% |
$290K - $361K
|
8.06K
$4.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
633+ 2.17% |
$289K - $360K
|
29.9K
$17.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
632+ 145.62% |
$289K - $359K
|
1.07K
$630K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
632+ 4.74% |
$289K - $359K
|
14K
$8.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
631+ 10.06% |
$288K - $358K
|
6.91K
$4.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
630+ 4.4% |
$288K - $358K
|
14.9K
$8.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
630+ 62.62% |
$288K - $358K
|
1.64K
$967K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
629+ 19.37% |
$287K - $357K
|
3.88K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
628New |
$287K - $357K
|
628
$371K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
626+ 86.58% |
$286K - $356K
|
1.35K
$798K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
625+ 0.68% |
$285K - $355K
|
93.1K
$55M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
624+ 3.56% |
$285K - $354K
|
18.2K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
612+ 17.36% |
$280K - $348K
|
4.14K
$2.45M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
612+ 39.82% |
$280K - $348K
|
2.15K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
610+ 3.97% |
$279K - $346K
|
16K
$9.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
610+ 0.39% |
$279K - $346K
|
158K
$93.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
610+ 1.37% |
$279K - $346K
|
45.3K
$26.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
607+ 21.76% |
$277K - $345K
|
3.4K
$2.01M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
606+ 8.1% |
$277K - $344K
|
8.09K
$4.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
605+ 14.23% |
$276K - $344K
|
4.86K
$2.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
603New |
$275K - $343K
|
603
$357K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
602+ 4.51% |
$275K - $342K
|
14K
$8.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
598+ 43.21% |
$273K - $340K
|
1.98K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
598+ 24.86% |
$273K - $340K
|
3K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
598+ 0.61% |
$273K - $340K
|
98.4K
$58.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
596+ 7.28% |
$272K - $339K
|
8.79K
$5.19M
|