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 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
511+ 18.58% |
$233K - $290K
|
3.26K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
511+ 10.12% |
$233K - $290K
|
5.56K
$3.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
507+ 6.78% |
$232K - $288K
|
7.98K
$4.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
505+ 6.58% |
$231K - $287K
|
8.17K
$4.83M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
503+ 4.11% |
$230K - $286K
|
12.7K
$7.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
501+ 22.99% |
$229K - $285K
|
2.68K
$1.58M
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
500New |
$228K - $284K
|
500
$296K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
499+ 5.93% |
$228K - $283K
|
8.91K
$5.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
498+ 6.99% |
$227K - $283K
|
7.62K
$4.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
496+ 13.52% |
$227K - $282K
|
4.16K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
492+ 16.46% |
$225K - $279K
|
3.48K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
490+ 2.78% |
$224K - $278K
|
18.1K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
490+ 2.93% |
$224K - $278K
|
17.2K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
488+ 0.65% |
$223K - $277K
|
75.3K
$44.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
487+ 1.35% |
$222K - $277K
|
36.6K
$21.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
481New |
$220K - $273K
|
481
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
481New |
$220K - $273K
|
481
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
479New |
$219K - $272K
|
479
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
479+ 13.03% |
$219K - $272K
|
4.15K
$2.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
478+ 11950.0% |
$218K - $272K
|
482
$285K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
476+ 31.44% |
$217K - $270K
|
1.99K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
476+ 20.65% |
$217K - $270K
|
2.78K
$1.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
474New |
$216K - $269K
|
474
$280K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
474+ 1.27% |
$216K - $269K
|
37.7K
$22.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
470+ 24.1% |
$215K - $267K
|
2.42K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
469New |
$214K - $266K
|
469
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
469+ 65.87% |
$214K - $266K
|
1.18K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
469New |
$214K - $266K
|
469
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
468+ 7.84% |
$214K - $266K
|
6.44K
$3.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
466New |
$213K - $265K
|
466
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
465New |
$212K - $264K
|
465
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
465New |
$212K - $264K
|
465
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
465+ 2.94% |
$212K - $264K
|
16.3K
$9.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
463+ 15.81% |
$211K - $263K
|
3.39K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
463New |
$211K - $263K
|
463
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
460+ 10.11% |
$210K - $261K
|
5.01K
$2.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
459New |
$210K - $261K
|
459
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
458+ 15.73% |
$209K - $260K
|
3.37K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
457+ 11.2% |
$209K - $260K
|
4.54K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
455+ 1.02% |
$208K - $258K
|
44.9K
$26.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
453+ 2.76% |
$207K - $257K
|
16.9K
$9.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
451New |
$206K - $256K
|
451
$267K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
450+ 9.51% |
$206K - $256K
|
5.18K
$3.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
449+ 0.61% |
$205K - $255K
|
74.1K
$43.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
448New |
$205K - $254K
|
448
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
448+ 29.69% |
$205K - $254K
|
1.96K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
446+ 8.28% |
$204K - $253K
|
5.83K
$3.45M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
445New |
$203K - $253K
|
445
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
445+ 0.95% |
$203K - $253K
|
47.3K
$28M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
445New |
$203K - $253K
|
445
$263K
|