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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
46+ 2.01% |
$21K - $26.1K
|
2.34K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45+ 0.36% |
$20.6K - $25.6K
|
12.7K
$7.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
45+ 1.9% |
$20.6K - $25.6K
|
2.41K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
45+ 8.36% |
$20.6K - $25.6K
|
583
$345K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45+ 900.0% |
$20.6K - $25.6K
|
50
$29.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
43+ 9.6% |
$19.6K - $24.4K
|
491
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
43+ 6.54% |
$19.6K - $24.4K
|
700
$414K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
42+ 5.04% |
$19.2K - $23.9K
|
875
$517K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 1.79% |
$18.7K - $23.3K
|
2.33K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
40+ 9.35% |
$18.3K - $22.7K
|
468
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
40+ 3.44% |
$18.3K - $22.7K
|
1.2K
$711K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
40New |
$18.3K - $22.7K
|
40
$23.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
40+ 5.76% |
$18.3K - $22.7K
|
735
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
40+ 7.8% |
$18.3K - $22.7K
|
553
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
40+ 6.3% |
$18.3K - $22.7K
|
675
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
39+ 2.3% |
$17.8K - $22.2K
|
1.74K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
39+ 1.75% |
$17.8K - $22.2K
|
2.26K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
38+ 0.52% |
$17.4K - $21.6K
|
7.34K
$4.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
38+ 6.0% |
$17.4K - $21.6K
|
671
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
38+ 2.18% |
$17.4K - $21.6K
|
1.78K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
38+ 5.55% |
$17.4K - $21.6K
|
723
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
37+ 5.41% |
$16.9K - $21K
|
721
$426K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
37+ 1.37% |
$16.9K - $21K
|
2.73K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
37+ 7.91% |
$16.9K - $21K
|
505
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
37+ 4.82% |
$16.9K - $21K
|
805
$476K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
37+ 0.27% |
$16.9K - $21K
|
13.9K
$8.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37+ 0.96% |
$16.9K - $21K
|
3.88K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36+ 0.49% |
$16.4K - $20.4K
|
7.43K
$4.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
36+ 9.52% |
$16.4K - $20.4K
|
414
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
36+ 4.59% |
$16.4K - $20.4K
|
821
$485K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
36+ 3.06% |
$16.4K - $20.4K
|
1.21K
$717K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
36+ 2.22% |
$16.4K - $20.4K
|
1.66K
$979K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
36+ 0.5% |
$16.4K - $20.4K
|
7.26K
$4.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
35+ 5.8% |
$16K - $19.9K
|
638
$377K
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
35+ 1.76% |
$16K - $19.9K
|
2.03K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
34+ 4.84% |
$15.5K - $19.3K
|
736
$435K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
32+ 0.95% |
$14.6K - $18.2K
|
3.41K
$2.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
32+ 0.48% |
$14.6K - $18.2K
|
6.74K
$3.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
32+ 38.55% |
$14.6K - $18.2K
|
115
$68K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
32+ 8.33% |
$14.6K - $18.2K
|
416
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
32+ 1.68% |
$14.6K - $18.2K
|
1.94K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
31+ 2.62% |
$14.2K - $17.6K
|
1.21K
$718K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
30+ 0.79% |
$13.7K - $17K
|
3.82K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
30+ 0.75% |
$13.7K - $17K
|
4K
$2.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30+ 4.47% |
$13.7K - $17K
|
701
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
30+ 6.38% |
$13.7K - $17K
|
500
$296K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
29+ 5.54% |
$13.2K - $16.5K
|
552
$326K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
28+ 6.53% |
$12.8K - $15.9K
|
457
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
28+ 0.53% |
$12.8K - $15.9K
|
5.32K
$3.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
28+ 2.23% |
$12.8K - $15.9K
|
1.28K
$757K
|