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 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
120+ 9.22% |
$54.8K - $68.2K
|
1.42K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
120+ 184.62% |
$54.8K - $68.2K
|
185
$109K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
119+ 13.28% |
$54.4K - $67.6K
|
1.02K
$600K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
119+ 8.05% |
$54.4K - $67.6K
|
1.6K
$945K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
118+ 0.56% |
$53.9K - $67K
|
21.3K
$12.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
117+ 14.27% |
$53.4K - $66.5K
|
937
$554K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
117+ 5.76% |
$53.4K - $66.5K
|
2.15K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
116+ 3.31% |
$53K - $65.9K
|
3.63K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
116+ 1.45% |
$53K - $65.9K
|
8.14K
$4.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
116+ 11.18% |
$53K - $65.9K
|
1.15K
$682K
|
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
116+ 2.16% |
$53K - $65.9K
|
5.48K
$3.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
116+ 0.86% |
$53K - $65.9K
|
13.6K
$8.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
116+ 2.63% |
$53K - $65.9K
|
4.53K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
115+ 18.95% |
$52.5K - $65.3K
|
722
$427K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
114+ 1.53% |
$52.1K - $64.8K
|
7.56K
$4.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
111+ 2.9% |
$50.7K - $63.1K
|
3.94K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
111+ 2.24% |
$50.7K - $63.1K
|
5.07K
$3M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
111+ 0.05% |
$50.7K - $63.1K
|
244K
$144M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
110+ 2.85% |
$50.2K - $62.5K
|
3.97K
$2.35M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
109+ 11.89% |
$49.8K - $61.9K
|
1.03K
$607K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
109+ 3.07% |
$49.8K - $61.9K
|
3.66K
$2.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
109+ 16.03% |
$49.8K - $61.9K
|
789
$467K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
109+ 0.76% |
$49.8K - $61.9K
|
14.5K
$8.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
108+ 3.78% |
$49.3K - $61.3K
|
2.97K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
107+ 4.2% |
$48.9K - $60.8K
|
2.66K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
106+ 4.37% |
$48.4K - $60.2K
|
2.53K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
106+ 0.39% |
$48.4K - $60.2K
|
27.6K
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
106+ 8.43% |
$48.4K - $60.2K
|
1.36K
$807K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
105+ 1.03% |
$48K - $59.6K
|
10.3K
$6.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
105+ 13.36% |
$48K - $59.6K
|
891
$527K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
105+ 7.78% |
$48K - $59.6K
|
1.46K
$860K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
105+ 0.7% |
$48K - $59.6K
|
15.1K
$8.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
105+ 9.45% |
$48K - $59.6K
|
1.22K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
105+ 6.01% |
$48K - $59.6K
|
1.85K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
102+ 9.73% |
$46.6K - $57.9K
|
1.15K
$680K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
101+ 7.37% |
$46.1K - $57.4K
|
1.47K
$870K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
101+ 1.04% |
$46.1K - $57.4K
|
9.83K
$5.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
100+ 21.93% |
$45.7K - $56.8K
|
556
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
100+ 0.55% |
$45.7K - $56.8K
|
18.4K
$10.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
99+ 5.25% |
$45.2K - $56.2K
|
1.98K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
99+ 4.94% |
$45.2K - $56.2K
|
2.11K
$1.24M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
99+ 1.07% |
$45.2K - $56.2K
|
9.37K
$5.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
98+ 16.72% |
$44.8K - $55.7K
|
684
$404K
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
98+ 23.11% |
$44.8K - $55.7K
|
522
$309K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
97New |
$44.3K - $55.1K
|
97
$57.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
97+ 1.04% |
$44.3K - $55.1K
|
9.39K
$5.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
97New |
$44.3K - $55.1K
|
97
$57.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
96+ 3.02% |
$43.8K - $54.5K
|
3.28K
$1.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
96+ 10.14% |
$43.8K - $54.5K
|
1.04K
$617K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
95+ 1.64% |
$43.4K - $54K
|
5.9K
$3.49M
|