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 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
286+ 4.11% |
$131K - $162K
|
7.25K
$4.29M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
285+ 52.2% |
$130K - $162K
|
831
$491K
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
285+ 8.0% |
$130K - $162K
|
3.85K
$2.28M
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
283+ 6.91% |
$129K - $161K
|
4.38K
$2.59M
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
283+ 23.25% |
$129K - $161K
|
1.5K
$887K
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
283+ 1.17% |
$129K - $161K
|
24.5K
$14.5M
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
283+ 11.6% |
$129K - $161K
|
2.72K
$1.61M
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
282+ 1.65% |
$129K - $160K
|
17.4K
$10.3M
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
281+ 78.93% |
$128K - $160K
|
637
$377K
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
280+ 2.24% |
$128K - $159K
|
12.8K
$7.56M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
280+ 3.74% |
$128K - $159K
|
7.77K
$4.59M
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
280+ 7.02% |
$128K - $159K
|
4.27K
$2.52M
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
277+ 13.79% |
$127K - $157K
|
2.29K
$1.35M
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
277+ 6.65% |
$127K - $157K
|
4.44K
$2.63M
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
276+ 34.2% |
$126K - $157K
|
1.08K
$640K
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
276+ 4.96% |
$126K - $157K
|
5.84K
$3.45M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
275+ 17.09% |
$126K - $156K
|
1.88K
$1.11M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
273+ 0.41% |
$125K - $155K
|
66.3K
$39.2M
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
272+ 9.01% |
$124K - $155K
|
3.29K
$1.95M
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
272+ 14.67% |
$124K - $155K
|
2.13K
$1.26M
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
272+ 1.93% |
$124K - $155K
|
14.3K
$8.48M
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
270+ 0.73% |
$123K - $153K
|
37.1K
$21.9M
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
270+ 26.95% |
$123K - $153K
|
1.27K
$752K
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
269+ 9.01% |
$123K - $153K
|
3.25K
$1.92M
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
268+ 8.91% |
$122K - $152K
|
3.28K
$1.94M
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
267+ 11.85% |
$122K - $152K
|
2.52K
$1.49M
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
266+ 15.83% |
$121K - $151K
|
1.95K
$1.15M
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
264+ 2.47% |
$121K - $150K
|
10.9K
$6.47M
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
264+ 8.06% |
$121K - $150K
|
3.54K
$2.09M
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
262+ 16.08% |
$120K - $149K
|
1.89K
$1.12M
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
262+ 2.9% |
$120K - $149K
|
9.3K
$5.5M
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
260+ 38.24% |
$119K - $148K
|
940
$556K
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
260+ 3.09% |
$119K - $148K
|
8.67K
$5.13M
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
258+ 3.22% |
$118K - $147K
|
8.27K
$4.89M
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
258+ 6.57% |
$118K - $147K
|
4.19K
$2.47M
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
256+ 14.84% |
$117K - $145K
|
1.98K
$1.17M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
255+ 63.91% |
$116K - $145K
|
654
$387K
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
255+ 3.03% |
$116K - $145K
|
8.68K
$5.13M
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
254+ 7.4% |
$116K - $144K
|
3.69K
$2.18M
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
252+ 7.99% |
$115K - $143K
|
3.4K
$2.01M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
252+ 8.02% |
$115K - $143K
|
3.39K
$2.01M
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
250+ 5.17% |
$114K - $142K
|
5.08K
$3M
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
250+ 0.75% |
$114K - $142K
|
33.5K
$19.8M
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
247+ 11.42% |
$113K - $140K
|
2.41K
$1.42M
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
245+ 4.09% |
$112K - $139K
|
6.23K
$3.68M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
243+ 2.53% |
$111K - $138K
|
9.85K
$5.82M
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
243+ 13.21% |
$111K - $138K
|
2.08K
$1.23M
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
241+ 0.37% |
$110K - $137K
|
65.6K
$38.8M
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
240+ 1.58% |
$110K - $136K
|
15.4K
$9.12M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
239+ 1.15% |
$109K - $136K
|
21K
$12.4M
|