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 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
350+ 4.69% |
$160K - $199K
|
7.81K
$4.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
349+ 5.44% |
$159K - $198K
|
6.76K
$4M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
348+ 0.54% |
$159K - $198K
|
64.4K
$38.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
348+ 3480.0% |
$159K - $198K
|
358
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
344+ 2.39% |
$157K - $195K
|
14.8K
$8.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
344+ 8.41% |
$157K - $195K
|
4.43K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
344+ 11.45% |
$157K - $195K
|
3.35K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
342+ 4.6% |
$156K - $194K
|
7.77K
$4.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
339+ 11.47% |
$155K - $193K
|
3.29K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
339+ 9.86% |
$155K - $193K
|
3.78K
$2.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
338+ 1.0% |
$154K - $192K
|
34.1K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
336+ 5.7% |
$153K - $191K
|
6.23K
$3.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
335+ 5.15% |
$153K - $190K
|
6.84K
$4.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
333+ 9.85% |
$152K - $189K
|
3.71K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
333+ 0.26% |
$152K - $189K
|
128K
$75.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
333+ 1.78% |
$152K - $189K
|
19K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
332+ 70.19% |
$152K - $189K
|
805
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
331+ 13.24% |
$151K - $188K
|
2.83K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
330+ 6.67% |
$151K - $187K
|
5.28K
$3.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
323+ 7.91% |
$148K - $183K
|
4.41K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
323+ 4.29% |
$148K - $183K
|
7.85K
$4.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
319+ 1.29% |
$146K - $181K
|
25K
$14.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
319+ 23.08% |
$146K - $181K
|
1.7K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
316+ 62.7% |
$144K - $179K
|
820
$485K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
316+ 17.24% |
$144K - $179K
|
2.15K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
314+ 18.78% |
$143K - $178K
|
1.99K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
314+ 1.63% |
$143K - $178K
|
19.6K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
313+ 9.97% |
$143K - $178K
|
3.45K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
310+ 20.72% |
$142K - $176K
|
1.81K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
309+ 37.27% |
$141K - $176K
|
1.14K
$673K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
309+ 2.76% |
$141K - $176K
|
11.5K
$6.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
307+ 36.46% |
$140K - $174K
|
1.15K
$679K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
307+ 45.28% |
$140K - $174K
|
985
$582K
|
|
|
Aug 07, 2025
Q2 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
306+ 1.01% |
$140K - $174K
|
30.5K
$18M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
305+ 1016.67% |
$139K - $173K
|
335
$198K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
304+ 7.63% |
$139K - $173K
|
4.29K
$2.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
304+ 15.82% |
$139K - $173K
|
2.23K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
301+ 51.9% |
$137K - $171K
|
881
$521K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
299+ 4.55% |
$137K - $170K
|
6.87K
$4.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
298+ 15.3% |
$136K - $169K
|
2.25K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
296+ 11.36% |
$135K - $168K
|
2.9K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
295+ 3.64% |
$135K - $168K
|
8.39K
$4.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
295+ 17.39% |
$135K - $168K
|
1.99K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
292+ 15.25% |
$133K - $166K
|
2.21K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
291+ 4.34% |
$133K - $165K
|
7K
$4.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
289+ 10.61% |
$132K - $164K
|
3.01K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
288+ 52.55% |
$132K - $164K
|
836
$494K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
288+ 0.77% |
$132K - $164K
|
37.6K
$22.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
288+ 97.96% |
$132K - $164K
|
582
$344K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
287+ 6.21% |
$131K - $163K
|
4.91K
$2.9M
|