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 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
441+ 50.63% |
$201K - $251K
|
1.31K
$776K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
441+ 0.53% |
$201K - $251K
|
83K
$49.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
441New |
$201K - $251K
|
441
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
440+ 8.68% |
$201K - $250K
|
5.51K
$3.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
439New |
$201K - $249K
|
439
$260K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
439+ 4.41% |
$201K - $249K
|
10.4K
$6.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
439+ 29.58% |
$201K - $249K
|
1.92K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
437+ 1.95% |
$200K - $248K
|
22.8K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
435+ 6.85% |
$199K - $247K
|
6.79K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
435New |
$199K - $247K
|
435
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
434New |
$198K - $247K
|
434
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
433+ 25.49% |
$198K - $246K
|
2.13K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
431+ 2.97% |
$197K - $245K
|
15K
$8.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
431+ 3.36% |
$197K - $245K
|
13.2K
$7.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
430+ 2.55% |
$196K - $244K
|
17.3K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
430+ 21.1% |
$196K - $244K
|
2.47K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
430New |
$196K - $244K
|
430
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Nia Impact Advisors, LLC
|
BUY
|
- |
430New |
$196K - $244K
|
430
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
429+ 10.75% |
$196K - $244K
|
4.42K
$2.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
428+ 4.92% |
$195K - $243K
|
9.14K
$5.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
425New |
$194K - $241K
|
425
$251K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
421+ 1.8% |
$192K - $239K
|
23.8K
$14.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
418+ 4.87% |
$191K - $237K
|
9K
$5.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
416+ 8.65% |
$190K - $236K
|
5.22K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
416New |
$190K - $236K
|
416
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
416+ 6933.33% |
$190K - $236K
|
422
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
411+ 4.4% |
$188K - $233K
|
9.74K
$5.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
409+ 55.95% |
$187K - $232K
|
1.14K
$674K
|
|
|
Jul 24, 2025
Q2 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
408New |
$186K - $232K
|
408
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
407+ 11.09% |
$186K - $231K
|
4.08K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
405New |
$185K - $230K
|
405
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
405+ 11.09% |
$185K - $230K
|
4.06K
$2.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
405New |
$185K - $230K
|
405
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
404New |
$185K - $229K
|
404
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
404+ 93.3% |
$185K - $229K
|
837
$495K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
404+ 4.48% |
$185K - $229K
|
9.43K
$5.57M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
403+ 30.19% |
$184K - $229K
|
1.74K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
400+ 9.16% |
$183K - $227K
|
4.77K
$2.82M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
400+ 2.39% |
$183K - $227K
|
17.1K
$10.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
400+ 5.92% |
$183K - $227K
|
7.16K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
398+ 13.9% |
$182K - $226K
|
3.26K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
396New |
$181K - $225K
|
396
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
395New |
$180K - $224K
|
395
$234K
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
394New |
$180K - $224K
|
394
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
394New |
$180K - $224K
|
394
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
394+ 2.83% |
$180K - $224K
|
14.3K
$8.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
393New |
$179K - $223K
|
393
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
393New |
$179K - $223K
|
393
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
392New |
$179K - $223K
|
392
$232K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
390+ 80.41% |
$178K - $222K
|
875
$517K
|