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 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
28+ 1.16% |
$12.8K - $15.9K
|
2.44K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
28+ 1.28% |
$12.8K - $15.9K
|
2.21K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
27+ 3.19% |
$12.3K - $15.3K
|
873
$516K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
27+ 1.21% |
$12.3K - $15.3K
|
2.27K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
27+ 10.0% |
$12.3K - $15.3K
|
297
$176K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
27+ 0.44% |
$12.3K - $15.3K
|
6.12K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.66% |
$12.3K - $15.3K
|
4.12K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
26New |
$11.9K - $14.8K
|
26
$15.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
26+ 11.93% |
$11.9K - $14.8K
|
244
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
26+ 0.05% |
$11.9K - $14.8K
|
54.7K
$32.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
26New |
$11.9K - $14.8K
|
26
$15.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
25+ 5.17% |
$11.4K - $14.2K
|
509
$301K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
25+ 0.93% |
$11.4K - $14.2K
|
2.7K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
25+ 1.45% |
$11.4K - $14.2K
|
1.75K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
25+ 5.32% |
$11.4K - $14.2K
|
495
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
25+ 0.67% |
$11.4K - $14.2K
|
3.78K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
25+ 1.52% |
$11.4K - $14.2K
|
1.67K
$988K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
24+ 2.52% |
$11K - $13.6K
|
977
$578K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
24+ 16.0% |
$11K - $13.6K
|
174
$103K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
23+ 0.12% |
$10.5K - $13.1K
|
19.2K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
23+ 0.98% |
$10.5K - $13.1K
|
2.37K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23+ 0.5% |
$10.5K - $13.1K
|
4.62K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
23+ 3.69% |
$10.5K - $13.1K
|
646
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
23+ 4.52% |
$10.5K - $13.1K
|
532
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
22+ 4.61% |
$10K - $12.5K
|
499
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
21+ 3.96% |
$9.59K - $11.9K
|
551
$326K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
21+ 3.49% |
$9.59K - $11.9K
|
622
$368K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
21+ 0.39% |
$9.59K - $11.9K
|
5.41K
$3.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
21+ 0.24% |
$9.59K - $11.9K
|
8.73K
$5.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
21+ 0.74% |
$9.59K - $11.9K
|
2.87K
$1.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
21+ 5.05% |
$9.59K - $11.9K
|
437
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
21+ 1.01% |
$9.59K - $11.9K
|
2.1K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 1.58% |
$9.13K - $11.4K
|
1.29K
$760K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
20+ 0.6% |
$9.13K - $11.4K
|
3.35K
$1.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
20+ 4.56% |
$9.13K - $11.4K
|
459
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
20+ 1.12% |
$9.13K - $11.4K
|
1.8K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
20+ 0.98% |
$9.13K - $11.4K
|
2.07K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
20+ 4.5% |
$9.13K - $11.4K
|
464
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
20+ 1.49% |
$9.13K - $11.4K
|
1.36K
$804K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 3.69% |
$9.13K - $11.4K
|
562
$332K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20+ 0.53% |
$9.13K - $11.4K
|
3.79K
$2.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
20+ 2.22% |
$9.13K - $11.4K
|
919
$543K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
20+ 0.83% |
$9.13K - $11.4K
|
2.44K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
20+ 4.99% |
$9.13K - $11.4K
|
421
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
19+ 0.48% |
$8.68K - $10.8K
|
3.99K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
19+ 2.57% |
$8.68K - $10.8K
|
759
$449K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
19+ 0.77% |
$8.68K - $10.8K
|
2.5K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
18+ 2.95% |
$8.22K - $10.2K
|
628
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
18+ 1.14% |
$8.22K - $10.2K
|
1.59K
$942K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
18+ 4.51% |
$8.22K - $10.2K
|
417
$247K
|