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 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
66+ 0.09% |
$30.1K - $37.5K
|
76.3K
$45.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
66+ 10.84% |
$30.1K - $37.5K
|
675
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
65+ 8.58% |
$29.7K - $36.9K
|
823
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
65+ 0.93% |
$29.7K - $36.9K
|
7.05K
$4.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
64+ 8.27% |
$29.2K - $36.4K
|
838
$496K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
64+ 6.82% |
$29.2K - $36.4K
|
1K
$593K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
64+ 800.0% |
$29.2K - $36.4K
|
72
$42.6K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
64+ 0.65% |
$29.2K - $36.4K
|
9.84K
$5.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
63+ 6.53% |
$28.8K - $35.8K
|
1.03K
$608K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
63+ 11.19% |
$28.8K - $35.8K
|
626
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
62+ 0.57% |
$28.3K - $35.2K
|
10.9K
$6.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
62+ 13.45% |
$28.3K - $35.2K
|
523
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
62+ 0.41% |
$28.3K - $35.2K
|
15.1K
$8.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
62+ 3.35% |
$28.3K - $35.2K
|
1.92K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
61+ 4.66% |
$27.9K - $34.6K
|
1.37K
$810K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
60+ 7.57% |
$27.4K - $34.1K
|
853
$504K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
60+ 0.54% |
$27.4K - $34.1K
|
11.1K
$6.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
60+ 1.88% |
$27.4K - $34.1K
|
3.25K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
60+ 4.34% |
$27.4K - $34.1K
|
1.44K
$853K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 11.03% |
$26.9K - $33.5K
|
594
$351K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
58+ 5.07% |
$26.5K - $32.9K
|
1.2K
$710K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
55+ 2.55% |
$25.1K - $31.2K
|
2.22K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
55+ 0.93% |
$25.1K - $31.2K
|
5.94K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
55+ 13.89% |
$25.1K - $31.2K
|
451
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
54+ 5.55% |
$24.7K - $30.7K
|
1.03K
$607K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
54New |
$24.7K - $30.7K
|
54
$31.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
54+ 69.23% |
$24.7K - $30.7K
|
132
$78.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
54+ 5.01% |
$24.7K - $30.7K
|
1.13K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
54+ 2.7% |
$24.7K - $30.7K
|
2.05K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
BUY
|
- |
53+ 0.07% |
$24.2K - $30.1K
|
78.4K
$46.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
53+ 4.44% |
$24.2K - $30.1K
|
1.25K
$738K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
53+ 0.87% |
$24.2K - $30.1K
|
6.17K
$3.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
52+ 5.97% |
$23.8K - $29.5K
|
923
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
51+ 2.96% |
$23.3K - $29K
|
1.78K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
51+ 11.33% |
$23.3K - $29K
|
501
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
51+ 3.68% |
$23.3K - $29K
|
1.44K
$850K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
51New |
$23.3K - $29K
|
51
$30.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
50+ 9.31% |
$22.8K - $28.4K
|
587
$347K
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
50+ 5.85% |
$22.8K - $28.4K
|
905
$535K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
50+ 0.93% |
$22.8K - $28.4K
|
5.43K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
50+ 3.28% |
$22.8K - $28.4K
|
1.58K
$931K
|
|
|
Aug 14, 2025
Q2 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
50+ 0.73% |
$22.8K - $28.4K
|
6.92K
$4.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
49+ 1.6% |
$22.4K - $27.8K
|
3.11K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
48+ 0.25% |
$21.9K - $27.3K
|
19.6K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
48+ 0.3% |
$21.9K - $27.3K
|
16K
$9.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
47+ 4.07% |
$21.5K - $26.7K
|
1.2K
$711K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
47+ 2.6% |
$21.5K - $26.7K
|
1.85K
$1.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
46+ 6.15% |
$21K - $26.1K
|
794
$469K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
46New |
$21K - $26.1K
|
46
$27.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
46+ 4.81% |
$21K - $26.1K
|
1K
$593K
|