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 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
95+ 7.53% |
$43.4K - $54K
|
1.36K
$802K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
95+ 19.23% |
$43.4K - $54K
|
589
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
95+ 0.38% |
$43.4K - $54K
|
25K
$14.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
94+ 5.97% |
$42.9K - $53.4K
|
1.67K
$987K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
94+ 67.14% |
$42.9K - $53.4K
|
234
$138K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
BUY
|
- |
94+ 0.04% |
$42.9K - $53.4K
|
251K
$149M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
93+ 0.48% |
$42.5K - $52.8K
|
19.5K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
92+ 2.27% |
$42K - $52.3K
|
4.14K
$2.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
91+ 7.76% |
$41.6K - $51.7K
|
1.26K
$747K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
91+ 0.47% |
$41.6K - $51.7K
|
19.5K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
91+ 4.19% |
$41.6K - $51.7K
|
2.26K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
90+ 5.45% |
$41.1K - $51.1K
|
1.74K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
90+ 14.63% |
$41.1K - $51.1K
|
705
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
90+ 4.21% |
$41.1K - $51.1K
|
2.23K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
89+ 7.39% |
$40.6K - $50.6K
|
1.29K
$765K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
88+ 84.62% |
$40.2K - $50K
|
192
$114K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
88+ 7.66% |
$40.2K - $50K
|
1.24K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
88+ 1.32% |
$40.2K - $50K
|
6.76K
$4M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
87+ 6.51% |
$39.7K - $49.4K
|
1.42K
$841K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
86+ 6.8% |
$39.3K - $48.9K
|
1.35K
$799K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
86+ 4.13% |
$39.3K - $48.9K
|
2.17K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
84+ 10.84% |
$38.4K - $47.7K
|
859
$508K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
83+ 3.02% |
$37.9K - $47.1K
|
2.83K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
83+ 377.27% |
$37.9K - $47.1K
|
105
$62.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
83+ 2.72% |
$37.9K - $47.1K
|
3.14K
$1.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
83+ 1.03% |
$37.9K - $47.1K
|
8.17K
$4.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82+ 1.57% |
$37.5K - $46.6K
|
5.3K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
82+ 17.79% |
$37.5K - $46.6K
|
543
$321K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
82+ 4.04% |
$37.5K - $46.6K
|
2.11K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
80+ 1.01% |
$36.5K - $45.4K
|
7.97K
$4.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
80+ 35.56% |
$36.5K - $45.4K
|
305
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
78+ 10.1% |
$35.6K - $44.3K
|
850
$503K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
76+ 11.08% |
$34.7K - $43.2K
|
762
$451K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
76+ 8.46% |
$34.7K - $43.2K
|
974
$576K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
75+ 13.84% |
$34.3K - $42.6K
|
617
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 8.3% |
$34.3K - $42.6K
|
979
$579K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
74+ 4.06% |
$33.8K - $42K
|
1.9K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
74+ 63.79% |
$33.8K - $42K
|
190
$112K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
73+ 5.79% |
$33.3K - $41.5K
|
1.33K
$788K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
72+ 3.37% |
$32.9K - $40.9K
|
2.21K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
72+ 6.17% |
$32.9K - $40.9K
|
1.24K
$732K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
72+ 3.85% |
$32.9K - $40.9K
|
1.94K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
70+ 33.82% |
$32K - $39.8K
|
277
$164K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
70+ 2.27% |
$32K - $39.8K
|
3.15K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
69+ 0.77% |
$31.5K - $39.2K
|
9.06K
$5.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
69+ 7.61% |
$31.5K - $39.2K
|
976
$577K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
69+ 6.4% |
$31.5K - $39.2K
|
1.15K
$678K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
68+ 8.49% |
$31.1K - $38.6K
|
869
$514K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
67+ 0.82% |
$30.6K - $38.1K
|
8.22K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
67+ 108.06% |
$30.6K - $38.1K
|
129
$76.3K
|