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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
591+ 4.35% |
$270K - $336K
|
14.2K
$8.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
589+ 1.71% |
$269K - $335K
|
35.1K
$20.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
588+ 27.68% |
$269K - $334K
|
2.71K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
586+ 5.59% |
$268K - $333K
|
11.1K
$6.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
585+ 6.65% |
$267K - $332K
|
9.39K
$5.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
585+ 0.86% |
$267K - $332K
|
68.8K
$40.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
585New |
$267K - $332K
|
585
$346K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
584+ 5.21% |
$267K - $332K
|
11.8K
$6.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
583+ 11.32% |
$266K - $331K
|
5.74K
$3.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
582+ 24.8% |
$266K - $331K
|
2.93K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
582+ 69.87% |
$266K - $331K
|
1.42K
$837K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
582+ 63.96% |
$266K - $331K
|
1.49K
$882K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
580New |
$265K - $329K
|
580
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
579+ 1.17% |
$264K - $329K
|
50.1K
$29.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
579+ 13.58% |
$264K - $329K
|
4.84K
$2.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
574+ 2.71% |
$262K - $326K
|
21.8K
$12.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
573+ 9.18% |
$262K - $325K
|
6.81K
$4.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
569+ 8.66% |
$260K - $323K
|
7.14K
$4.22M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
564+ 27.46% |
$258K - $320K
|
2.62K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
563+ 16.5% |
$257K - $320K
|
3.98K
$2.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
560+ 34.33% |
$256K - $318K
|
2.19K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
559+ 0.46% |
$255K - $318K
|
123K
$72.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
559New |
$255K - $318K
|
559
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
558+ 40.0% |
$255K - $317K
|
1.95K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
555+ 3.28% |
$253K - $315K
|
17.5K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
555+ 7.71% |
$253K - $315K
|
7.75K
$4.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
555New |
$253K - $315K
|
555
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
553New |
$253K - $314K
|
553
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
552+ 27.07% |
$252K - $314K
|
2.59K
$1.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
549+ 42.43% |
$251K - $312K
|
1.84K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
548+ 7.65% |
$250K - $311K
|
7.71K
$4.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
546+ 24.33% |
$249K - $310K
|
2.79K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
545+ 16.91% |
$249K - $310K
|
3.77K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
545New |
$249K - $310K
|
545
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
543+ 9.66% |
$248K - $308K
|
6.17K
$3.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
542+ 4516.67% |
$248K - $308K
|
554
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
541+ 77.29% |
$247K - $307K
|
1.24K
$734K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
541+ 47.46% |
$247K - $307K
|
1.68K
$994K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
534+ 48.15% |
$244K - $303K
|
1.64K
$971K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
529+ 11.73% |
$242K - $300K
|
5.04K
$2.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
BUY
|
- |
528New |
$241K - $300K
|
528
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
528New |
$241K - $300K
|
528
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
523New |
$239K - $297K
|
523
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
521+ 5.57% |
$238K - $296K
|
9.87K
$5.83M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
520+ 4.88% |
$238K - $295K
|
11.2K
$6.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
519New |
$237K - $295K
|
519
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
517+ 0.91% |
$236K - $294K
|
57.4K
$33.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
515+ 9.53% |
$235K - $293K
|
5.92K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
515+ 4.3% |
$235K - $293K
|
12.5K
$7.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
515+ 13.03% |
$235K - $293K
|
4.47K
$2.64M
|