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 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 1.06% |
$2.28K - $2.84K
|
475
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
5+ 0.67% |
$2.28K - $2.84K
|
752
$445K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5+ 0.2% |
$2.28K - $2.84K
|
2.56K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
5+ 0.93% |
$2.28K - $2.84K
|
545
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 0.62% |
$2.28K - $2.84K
|
807
$477K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 9.52% |
$1.83K - $2.27K
|
46
$27.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
4+ 0.41% |
$1.83K - $2.27K
|
987
$584K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4+ 0.2% |
$1.83K - $2.27K
|
2.04K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
4+ 0.2% |
$1.83K - $2.27K
|
2.01K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
4+ 0.07% |
$1.83K - $2.27K
|
5.92K
$3.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
4+ 0.05% |
$1.83K - $2.27K
|
8.73K
$5.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.57% |
$1.83K - $2.27K
|
705
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 0.32% |
$1.83K - $2.27K
|
1.26K
$747K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3+ 0.16% |
$1.37K - $1.7K
|
1.86K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3+ 0.5% |
$1.37K - $1.7K
|
602
$356K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.37K - $1.7K
|
4.9K
$2.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.18% |
$1.37K - $1.7K
|
1.65K
$976K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.37K - $1.7K
|
7.54K
$4.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.37K - $1.7K
|
7.44K
$4.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3+ 0.16% |
$1.37K - $1.7K
|
1.84K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.18% |
$1.37K - $1.7K
|
1.67K
$986K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 0.1% |
$1.37K - $1.7K
|
3.1K
$1.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.5% |
$1.37K - $1.7K
|
609
$360K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.1% |
$1.37K - $1.7K
|
3.15K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 0.31% |
$1.37K - $1.7K
|
959
$567K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.02% |
$1.37K - $1.7K
|
12.1K
$7.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3+ 0.66% |
$1.37K - $1.7K
|
456
$270K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2+ 0.35% |
$913 - $1.14K
|
567
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
2+ 0.16% |
$913 - $1.14K
|
1.24K
$733K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2+ 0.38% |
$913 - $1.14K
|
535
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
2+ 0.1% |
$913 - $1.14K
|
1.96K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
2+ 0.3% |
$913 - $1.14K
|
673
$398K
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2+ 0.11% |
$913 - $1.14K
|
1.83K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
2+ 0.51% |
$913 - $1.14K
|
395
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$913 - $1.14K
|
749
$443K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.22% |
$913 - $1.14K
|
897
$530K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2New |
$913 - $1.14K
|
2
$1.18K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2+ 0.07% |
$913 - $1.14K
|
2.91K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
2+ 0.13% |
$913 - $1.14K
|
1.51K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
2+ 0.29% |
$913 - $1.14K
|
681
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2+ 1.89% |
$913 - $1.14K
|
108
$63.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.52% |
$913 - $1.14K
|
387
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2+ 0.06% |
$913 - $1.14K
|
3.43K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2+ 0.3% |
$913 - $1.14K
|
671
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1+ 0.25% |
$457 - $568
|
397
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
1+ 0.05% |
$457 - $568
|
1.87K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$457 - $568
|
2.36K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1+ 0.13% |
$457 - $568
|
755
$446K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$457 - $568
|
3.1K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1+ 0.04% |
$457 - $568
|
2.79K
$1.65M
|