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 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
149+ 2.33% |
$68.1K - $84.6K
|
6.55K
$3.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
149+ 12.46% |
$68.1K - $84.6K
|
1.35K
$795K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
149+ 0.94% |
$68.1K - $84.6K
|
16.1K
$9.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
149+ 1.63% |
$68.1K - $84.6K
|
9.3K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
149+ 1.39% |
$68.1K - $84.6K
|
10.9K
$6.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
148+ 0.93% |
$67.6K - $84.1K
|
16.1K
$9.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
148+ 22.06% |
$67.6K - $84.1K
|
819
$484K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
148+ 1.9% |
$67.6K - $84.1K
|
7.92K
$4.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
147+ 10.41% |
$67.1K - $83.5K
|
1.56K
$922K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
147+ 3.64% |
$67.1K - $83.5K
|
4.18K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
145+ 7.8% |
$66.2K - $82.4K
|
2K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
145+ 2.76% |
$66.2K - $82.4K
|
5.41K
$3.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
145+ 2.82% |
$66.2K - $82.4K
|
5.29K
$3.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
144+ 113.39% |
$65.8K - $81.8K
|
271
$160K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
144+ 11.65% |
$65.8K - $81.8K
|
1.38K
$816K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
144+ 142.57% |
$65.8K - $81.8K
|
245
$145K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
143+ 4.78% |
$65.3K - $81.2K
|
3.13K
$1.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
143+ 7.44% |
$65.3K - $81.2K
|
2.06K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Canerector Inc
Toronto, A6 |
BUY
|
- |
140+ 0.31% |
$63.9K - $79.5K
|
45.1K
$26.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
140+ 20.68% |
$63.9K - $79.5K
|
817
$483K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
140+ 0.56% |
$63.9K - $79.5K
|
25K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
140+ 0.79% |
$63.9K - $79.5K
|
17.9K
$10.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
139+ 3.66% |
$63.5K - $79K
|
3.94K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
139+ 12.21% |
$63.5K - $79K
|
1.28K
$755K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
139+ 4.16% |
$63.5K - $79K
|
3.48K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
139+ 3.51% |
$63.5K - $79K
|
4.1K
$2.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
138+ 3.4% |
$63K - $78.4K
|
4.2K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
138+ 1.1% |
$63K - $78.4K
|
12.7K
$7.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
137+ 0.43% |
$62.6K - $77.8K
|
32.3K
$19.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
136+ 4533.33% |
$62.1K - $77.3K
|
139
$82.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
136+ 238.6% |
$62.1K - $77.3K
|
193
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
136+ 7.42% |
$62.1K - $77.3K
|
1.97K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
135+ 1.91% |
$61.7K - $76.7K
|
7.19K
$4.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
134+ 97.81% |
$61.2K - $76.1K
|
271
$160K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
133+ 11.14% |
$60.7K - $75.5K
|
1.33K
$785K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
132+ 17.72% |
$60.3K - $75K
|
877
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
131+ 25.49% |
$59.8K - $74.4K
|
645
$381K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
129+ 5.16% |
$58.9K - $73.3K
|
2.63K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
128+ 0.41% |
$58.5K - $72.7K
|
31.5K
$18.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
127+ 0.16% |
$58K - $72.1K
|
79.5K
$47M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
126+ 6.24% |
$57.5K - $71.6K
|
2.15K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
126+ 14.29% |
$57.5K - $71.6K
|
1.01K
$596K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
125+ 1.2% |
$57.1K - $71K
|
10.5K
$6.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
124+ 496.0% |
$56.6K - $70.4K
|
149
$88.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
124+ 5.0% |
$56.6K - $70.4K
|
2.61K
$1.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
124+ 4.45% |
$56.6K - $70.4K
|
2.91K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
122+ 10.4% |
$55.7K - $69.3K
|
1.3K
$766K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
121+ 6.72% |
$55.3K - $68.7K
|
1.92K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
121+ 9.45% |
$55.3K - $68.7K
|
1.4K
$828K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
120+ 7.38% |
$54.8K - $68.2K
|
1.75K
$1.03M
|