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 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
23.3KNew |
$10.6M - $13.2M
|
23.3K
$13.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
23K+ 35.11% |
$10.5M - $13.1M
|
88.5K
$52.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
22.8KNew |
$10.4M - $13M
|
22.8K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
22.8K+ 23.45% |
$10.4M - $12.9M
|
120K
$70.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
22.7K+ 38.2% |
$10.4M - $12.9M
|
82.1K
$48.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.4K+ 1.7% |
$10.2M - $12.7M
|
1.34M
$795M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
22.4K+ 6.92% |
$10.2M - $12.7M
|
346K
$205M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
22.1K+ 802.14% |
$10.1M - $12.5M
|
24.8K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
21.5K+ 13.0% |
$9.82M - $12.2M
|
187K
$110M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21.4K+ 14.36% |
$9.76M - $12.1M
|
170K
$101M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
21.2K+ 15.32% |
$9.69M - $12.1M
|
160K
$94.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
21.2K+ 16.28% |
$9.67M - $12M
|
151K
$89.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
21.1KNew |
$9.64M - $12M
|
21.1K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
21.1K+ 34.67% |
$9.63M - $12M
|
81.9K
$48.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
20.6K+ 48.46% |
$9.41M - $11.7M
|
63.1K
$37.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
20.6K+ 2.2% |
$9.4M - $11.7M
|
959K
$567M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
20.3K+ 13.66% |
$9.27M - $11.5M
|
169K
$99.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
20.1K+ 11.94% |
$9.19M - $11.4M
|
189K
$112M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
19.4KNew |
$8.87M - $11M
|
19.4K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
19.4K+ 87.21% |
$8.87M - $11M
|
41.7K
$24.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
19.2K+ 6.69% |
$8.77M - $10.9M
|
306K
$181M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
19.1KNew |
$8.72M - $10.8M
|
19.1K
$11.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
18.9K+ 5.32% |
$8.64M - $10.7M
|
374K
$221M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
18.7K+ 5.75% |
$8.55M - $10.6M
|
344K
$203M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
18.6K+ 34.0% |
$8.49M - $10.6M
|
73.2K
$43.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
18.1K+ 18.0% |
$8.28M - $10.3M
|
119K
$70.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.1K+ 34.6% |
$8.27M - $10.3M
|
70.4K
$41.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
17.9K+ 233.32% |
$8.18M - $10.2M
|
25.6K
$15.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
17.6K+ 26.09% |
$8.05M - $10M
|
85.2K
$50.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
17.1K+ 3.7% |
$7.8M - $9.7M
|
479K
$283M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17K+ 8.11% |
$7.76M - $9.65M
|
227K
$134M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17K+ 26.72% |
$7.76M - $9.65M
|
80.6K
$47.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
17K+ 39.48% |
$7.75M - $9.63M
|
59.9K
$35.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.9K+ 6.81% |
$7.74M - $9.62M
|
266K
$157M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
16.9K+ 19.63% |
$7.73M - $9.62M
|
103K
$61M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
16.9K+ 18.14% |
$7.72M - $9.6M
|
110K
$65.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.8K+ 397.85% |
$7.68M - $9.55M
|
21K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.6K+ 5.53% |
$7.58M - $9.43M
|
317K
$187M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 5.04% |
$7.49M - $9.32M
|
342K
$202M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
16.4K+ 136.02% |
$7.48M - $9.3M
|
28.4K
$16.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
16.3K+ 627.84% |
$7.47M - $9.29M
|
19K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
15.9K+ 104.39% |
$7.24M - $9M
|
31K
$18.4M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
15.4K+ 2462.36% |
$7.05M - $8.77M
|
16.1K
$9.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
15.3KNew |
$6.97M - $8.66M
|
15.3K
$9.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
15.1K+ 64.27% |
$6.9M - $8.58M
|
38.6K
$22.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
15K+ 2.93% |
$6.85M - $8.52M
|
527K
$311M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
15K+ 166.91% |
$6.85M - $8.52M
|
24K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
15KNew |
$6.83M - $8.5M
|
15K
$8.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.8K+ 26.07% |
$6.78M - $8.43M
|
71.8K
$42.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14.8K+ 9.81% |
$6.77M - $8.42M
|
166K
$98.1M
|