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
|
Pathway Financial Advisors LLC
|
BUY
|
- |
18+ 1.13% |
$8.22K - $10.2K
|
1.62K
$957K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
18+ 7.17% |
$8.22K - $10.2K
|
269
$159K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18+ 0.54% |
$8.22K - $10.2K
|
3.36K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
18+ 0.74% |
$8.22K - $10.2K
|
2.46K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
17+ 1.42% |
$7.76K - $9.66K
|
1.21K
$718K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17+ 0.09% |
$7.76K - $9.66K
|
18.1K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
17+ 8.02% |
$7.76K - $9.66K
|
229
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
17New |
$7.76K - $9.66K
|
17
$10.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
16+ 1.67% |
$7.31K - $9.09K
|
973
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
15+ 1.03% |
$6.85K - $8.52K
|
1.47K
$869K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
15+ 1.51% |
$6.85K - $8.52K
|
1.01K
$598K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
15+ 0.16% |
$6.85K - $8.52K
|
9.61K
$5.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
15+ 1.17% |
$6.85K - $8.52K
|
1.3K
$769K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
15+ 14.56% |
$6.85K - $8.52K
|
118
$69.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.16% |
$6.85K - $8.52K
|
9.48K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
15+ 0.94% |
$6.85K - $8.52K
|
1.62K
$956K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15New |
$6.85K - $8.52K
|
15
$8.87K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
14+ 2.77% |
$6.39K - $7.95K
|
519
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
14+ 3.47% |
$6.39K - $7.95K
|
418
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 4.62% |
$6.39K - $7.95K
|
317
$187K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
14+ 1.74% |
$6.39K - $7.95K
|
817
$483K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
14+ 5.28% |
$6.39K - $7.95K
|
279
$165K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
14+ 0.91% |
$6.39K - $7.95K
|
1.56K
$922K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
14+ 2.7% |
$6.39K - $7.95K
|
532
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
14+ 0.05% |
$6.39K - $7.95K
|
28.8K
$17M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
13+ 1.18% |
$5.94K - $7.38K
|
1.11K
$658K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 2.13% |
$5.94K - $7.38K
|
624
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13+ 0.21% |
$5.94K - $7.38K
|
6.24K
$3.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
13+ 1.44% |
$5.94K - $7.38K
|
917
$542K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
13+ 1.9% |
$5.94K - $7.38K
|
699
$413K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
13+ 0.78% |
$5.94K - $7.38K
|
1.68K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
13+ 1.67% |
$5.94K - $7.38K
|
791
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
12+ 2.49% |
$5.48K - $6.82K
|
494
$292K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
12+ 1.58% |
$5.48K - $6.82K
|
773
$457K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 0.01% |
$5.48K - $6.82K
|
106K
$62.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
12+ 0.54% |
$5.48K - $6.82K
|
2.23K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
12+ 0.83% |
$5.48K - $6.82K
|
1.46K
$863K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 0.35% |
$5.48K - $6.82K
|
3.39K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
12+ 0.75% |
$5.48K - $6.82K
|
1.61K
$950K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.31% |
$5.48K - $6.82K
|
3.87K
$2.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
11+ 0.27% |
$5.02K - $6.25K
|
4.03K
$2.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
11+ 0.12% |
$5.02K - $6.25K
|
8.85K
$5.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
11+ 7.97% |
$5.02K - $6.25K
|
149
$88.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
11+ 1.29% |
$5.02K - $6.25K
|
866
$512K
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
11+ 0.44% |
$5.02K - $6.25K
|
2.49K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
11+ 0.73% |
$5.02K - $6.25K
|
1.53K
$902K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11+ 0.87% |
$5.02K - $6.25K
|
1.28K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
11+ 0.54% |
$5.02K - $6.25K
|
2.03K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 1.01% |
$5.02K - $6.25K
|
1.11K
$653K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
10+ 0.8% |
$4.57K - $5.68K
|
1.25K
$741K
|