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
|
Smith, Salley & Associates
|
BUY
|
- |
193+ 7.31% |
$88.2K - $110K
|
2.83K
$1.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
193+ 9.62% |
$88.2K - $110K
|
2.2K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
192+ 9.18% |
$87.7K - $109K
|
2.28K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
191+ 28.09% |
$87.2K - $108K
|
871
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
190+ 11.64% |
$86.8K - $108K
|
1.82K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
188+ 44.24% |
$85.9K - $107K
|
613
$362K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
188+ 14.92% |
$85.9K - $107K
|
1.45K
$856K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
184+ 1.58% |
$84K - $105K
|
11.8K
$7M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
184+ 20.86% |
$84K - $105K
|
1.07K
$630K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
183+ 3.19% |
$83.6K - $104K
|
5.92K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
182+ 5.63% |
$83.1K - $103K
|
3.41K
$2.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
180+ 3.9% |
$82.2K - $102K
|
4.8K
$2.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
179+ 2.49% |
$81.8K - $102K
|
7.37K
$4.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
179+ 33.4% |
$81.8K - $102K
|
715
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
179+ 17.92% |
$81.8K - $102K
|
1.18K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
178+ 2.3% |
$81.3K - $101K
|
7.91K
$4.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
177+ 4.04% |
$80.8K - $101K
|
4.56K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
177+ 31.22% |
$80.8K - $101K
|
744
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
176+ 1.42% |
$80.4K - $100K
|
12.6K
$7.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
176+ 3.71% |
$80.4K - $100K
|
4.93K
$2.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
176+ 0.53% |
$80.4K - $100K
|
33.1K
$19.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
175+ 37.72% |
$79.9K - $99.4K
|
639
$378K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
175+ 0.9% |
$79.9K - $99.4K
|
19.6K
$11.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
175+ 14.33% |
$79.9K - $99.4K
|
1.4K
$825K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
175+ 2.53% |
$79.9K - $99.4K
|
7.08K
$4.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
175+ 0.06% |
$79.9K - $99.4K
|
282K
$167M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
175+ 3.67% |
$79.9K - $99.4K
|
4.95K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
173+ 15.73% |
$79K - $98.3K
|
1.27K
$753K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
172+ 9.94% |
$78.6K - $97.7K
|
1.9K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
170+ 4.3% |
$77.6K - $96.6K
|
4.12K
$2.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
169+ 14.85% |
$77.2K - $96K
|
1.31K
$773K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
168+ 10.5% |
$76.7K - $95.4K
|
1.77K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
167+ 2.79% |
$76.3K - $94.9K
|
6.14K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
167+ 2.79% |
$76.3K - $94.9K
|
6.14K
$3.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
166+ 0.11% |
$75.8K - $94.3K
|
153K
$90.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
165+ 0.94% |
$75.4K - $93.7K
|
17.7K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
165+ 28.21% |
$75.4K - $93.7K
|
750
$443K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
163+ 37.05% |
$74.4K - $92.6K
|
603
$357K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
161+ 16.04% |
$73.5K - $91.5K
|
1.17K
$689K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
160+ 40.2% |
$73.1K - $90.9K
|
558
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
159+ 1.4% |
$72.6K - $90.3K
|
11.5K
$6.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
158+ 4.54% |
$72.2K - $89.7K
|
3.64K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
157+ 6.06% |
$71.7K - $89.2K
|
2.75K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
157+ 14.4% |
$71.7K - $89.2K
|
1.25K
$737K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
155+ 0.12% |
$70.8K - $88K
|
128K
$75.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
154+ 0.98% |
$70.3K - $87.5K
|
15.9K
$9.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
151+ 0.02% |
$69K - $85.8K
|
763K
$451M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
150New |
$68.5K - $85.2K
|
150
$88.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
150+ 2.58% |
$68.5K - $85.2K
|
5.96K
$3.52M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
150+ 6.15% |
$68.5K - $85.2K
|
2.59K
$1.53M
|