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 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
390New |
$178K - $222K
|
390
$231K
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
390+ 8.09% |
$178K - $222K
|
5.21K
$3.08M
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
388+ 17.47% |
$177K - $220K
|
2.61K
$1.54M
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
387New |
$177K - $220K
|
387
$229K
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
387+ 5.87% |
$177K - $220K
|
6.98K
$4.12M
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
387+ 12.98% |
$177K - $220K
|
3.37K
$1.99M
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
385New |
$176K - $219K
|
385
$228K
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
383+ 9.57% |
$175K - $218K
|
4.38K
$2.59M
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
382New |
$174K - $217K
|
382
$226K
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
382+ 14.01% |
$174K - $217K
|
3.11K
$1.84M
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
381New |
$174K - $216K
|
381
$225K
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
381New |
$174K - $216K
|
381
$225K
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
379+ 2.69% |
$173K - $215K
|
14.5K
$8.56M
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
379+ 2.22% |
$173K - $215K
|
17.4K
$10.3M
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
378+ 4.42% |
$173K - $215K
|
8.93K
$5.28M
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
378New |
$173K - $215K
|
378
$224K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
377New |
$172K - $214K
|
377
$223K
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
375New |
$171K - $213K
|
375
$222K
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
374+ 3.89% |
$171K - $212K
|
9.99K
$5.91M
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
373+ 39.3% |
$170K - $212K
|
1.32K
$782K
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
372+ 48.0% |
$170K - $211K
|
1.15K
$678K
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
371New |
$169K - $211K
|
371
$219K
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
371+ 0.86% |
$169K - $211K
|
43.4K
$25.6M
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
369+ 7.43% |
$169K - $210K
|
5.33K
$3.15M
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
369+ 10.25% |
$169K - $210K
|
3.97K
$2.35M
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
369New |
$169K - $210K
|
369
$218K
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
368New |
$168K - $209K
|
368
$218K
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
368+ 6.26% |
$168K - $209K
|
6.25K
$3.69M
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
366New |
$167K - $208K
|
366
$216K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
365+ 8.44% |
$167K - $207K
|
4.69K
$2.77M
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
363New |
$166K - $206K
|
363
$215K
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
362+ 6.53% |
$165K - $206K
|
5.91K
$3.49M
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
362New |
$165K - $206K
|
362
$214K
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
361+ 1.94% |
$165K - $205K
|
19K
$11.2M
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
360+ 36.04% |
$164K - $204K
|
1.36K
$804K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
358New |
$164K - $203K
|
358
$212K
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
358+ 9.76% |
$164K - $203K
|
4.03K
$2.38M
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
357+ 13.01% |
$163K - $203K
|
3.1K
$1.83M
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
356+ 20.0% |
$163K - $202K
|
2.14K
$1.26M
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
356New |
$163K - $202K
|
356
$210K
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
356New |
$163K - $202K
|
356
$210K
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
355New |
$162K - $202K
|
355
$210K
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
354+ 0.47% |
$162K - $201K
|
76.2K
$45.1M
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
354+ 16.94% |
$162K - $201K
|
2.44K
$1.45M
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
354New |
$162K - $201K
|
354
$209K
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
353New |
$161K - $201K
|
353
$209K
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
353New |
$161K - $201K
|
353
$209K
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
352+ 2.58% |
$161K - $200K
|
14K
$8.29M
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
351+ 91.64% |
$160K - $199K
|
734
$434K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
350+ 21.17% |
$160K - $199K
|
2K
$1.18M
|