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 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 2.07% |
$4.57K - $5.68K
|
494
$292K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10+ 34.48% |
$4.57K - $5.68K
|
39
$23.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$4.57K - $5.68K
|
10.6K
$6.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
10+ 0.87% |
$4.57K - $5.68K
|
1.16K
$683K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
10+ 1.8% |
$4.57K - $5.68K
|
565
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10+ 0.09% |
$4.57K - $5.68K
|
10.9K
$6.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
10+ 1.09% |
$4.57K - $5.68K
|
930
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
10+ 2.36% |
$4.57K - $5.68K
|
433
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10+ 0.18% |
$4.57K - $5.68K
|
5.46K
$3.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
9+ 0.88% |
$4.11K - $5.11K
|
1.03K
$611K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
9+ 1.47% |
$4.11K - $5.11K
|
622
$368K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
9+ 10.71% |
$4.11K - $5.11K
|
93
$55K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
9+ 6.12% |
$4.11K - $5.11K
|
156
$92.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
9+ 0.05% |
$4.11K - $5.11K
|
17.3K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
9+ 0.38% |
$4.11K - $5.11K
|
2.36K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
9+ 900.0% |
$4.11K - $5.11K
|
10
$5.91K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 2.28% |
$4.11K - $5.11K
|
404
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9+ 0.34% |
$4.11K - $5.11K
|
2.62K
$1.55M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8+ 0.56% |
$3.65K - $4.54K
|
1.43K
$845K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.33% |
$3.65K - $4.54K
|
2.41K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8+ 2.05% |
$3.65K - $4.54K
|
398
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
8+ 0.74% |
$3.65K - $4.54K
|
1.09K
$646K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
8+ 1.61% |
$3.65K - $4.54K
|
506
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
8+ 1.29% |
$3.65K - $4.54K
|
630
$373K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
8+ 20.0% |
$3.65K - $4.54K
|
48
$28.4K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
8+ 0.29% |
$3.65K - $4.54K
|
2.8K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
8+ 0.5% |
$3.65K - $4.54K
|
1.61K
$952K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
8+ 0.44% |
$3.65K - $4.54K
|
1.81K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8+ 1.92% |
$3.65K - $4.54K
|
425
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
7+ 0.66% |
$3.2K - $3.98K
|
1.07K
$634K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
7+ 1.29% |
$3.2K - $3.98K
|
549
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.21% |
$3.2K - $3.98K
|
3.38K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7+ 0.7% |
$3.2K - $3.98K
|
1.01K
$595K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
7+ 0.68% |
$3.2K - $3.98K
|
1.04K
$613K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7+ 0.91% |
$3.2K - $3.98K
|
773
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
7+ 0.75% |
$3.2K - $3.98K
|
944
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7+ 0.61% |
$3.2K - $3.98K
|
1.16K
$684K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6+ 0.77% |
$2.74K - $3.41K
|
789
$467K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
6+ 0.19% |
$2.74K - $3.41K
|
3.2K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
6+ 15.79% |
$2.74K - $3.41K
|
44
$26K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$2.74K - $3.41K
|
3.49K
$2.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6+ 0.33% |
$2.74K - $3.41K
|
1.84K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
6+ 0.36% |
$2.74K - $3.41K
|
1.68K
$993K
|
|
|
Aug 12, 2025
Q2 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
6+ 0.31% |
$2.74K - $3.41K
|
1.92K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6New |
$2.74K - $3.41K
|
6
$3.55K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
6+ 0.07% |
$2.74K - $3.41K
|
8.5K
$5.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6+ 0.39% |
$2.74K - $3.41K
|
1.53K
$903K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$2.28K - $2.84K
|
2.68K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 25.0% |
$2.28K - $2.84K
|
25
$14.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
5+ 0.88% |
$2.28K - $2.84K
|
574
$339K
|