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 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10.7K+ 5.74% |
$4.9M - $6.09M
|
197K
$117M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
10.6K+ 13.17% |
$4.85M - $6.04M
|
91.3K
$54M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.6K+ 23.98% |
$4.83M - $6.01M
|
54.7K
$32.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 7.18% |
$4.78M - $5.94M
|
156K
$92.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
10.4K+ 714.26% |
$4.76M - $5.92M
|
11.9K
$7.02M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10.4K+ 10.92% |
$4.75M - $5.91M
|
106K
$62.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.4K+ 38.7% |
$4.75M - $5.91M
|
37.3K
$22M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4K+ 2.69% |
$4.74M - $5.89M
|
395K
$234M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.3K+ 44.42% |
$4.72M - $5.87M
|
33.6K
$19.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
10.2K+ 17.95% |
$4.65M - $5.78M
|
66.9K
$39.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.1K+ 541.2% |
$4.6M - $5.71M
|
11.9K
$7.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
10.1K+ 3.71% |
$4.59M - $5.71M
|
281K
$166M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10K+ 0.86% |
$4.59M - $5.7M
|
1.18M
$696M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
10K+ 2.73% |
$4.58M - $5.69M
|
378K
$223M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
9.76K+ 8.74% |
$4.46M - $5.54M
|
121K
$71.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Call To Action Foundation
Salt Lake City, UT |
BUY
|
- |
9.75K+ 1.07% |
$4.45M - $5.54M
|
918K
$543M
|
|
|
Aug 13, 2025
Q2 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
9.68K+ 11.91% |
$4.42M - $5.5M
|
90.9K
$53.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
9.47K+ 3.22% |
$4.33M - $5.38M
|
304K
$180M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9.39K+ 9.71% |
$4.29M - $5.33M
|
106K
$62.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.33K+ 23.57% |
$4.26M - $5.3M
|
48.9K
$28.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
9.26K+ 131.12% |
$4.23M - $5.26M
|
16.3K
$9.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.26K+ 9.57% |
$4.23M - $5.26M
|
106K
$62.7M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
9.22K+ 28.28% |
$4.21M - $5.24M
|
41.8K
$24.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Birinyi Associates Inc
|
BUY
|
- |
9K+ 705.88% |
$4.11M - $5.11M
|
10.3K
$6.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.94K+ 17.34% |
$4.08M - $5.08M
|
60.5K
$35.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.89K+ 33.55% |
$4.06M - $5.05M
|
35.4K
$20.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.86K+ 6.09% |
$4.05M - $5.03M
|
154K
$91.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.86KNew |
$4.05M - $5.03M
|
8.86K
$5.24M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
8.84K+ 6.71% |
$4.04M - $5.02M
|
141K
$83.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.83K+ 74.11% |
$4.03M - $5.01M
|
20.7K
$12.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.79K+ 3.63% |
$4.01M - $4.99M
|
251K
$148M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.64K+ 54.51% |
$3.95M - $4.91M
|
24.5K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
8.63K+ 44.57% |
$3.94M - $4.9M
|
28K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.53K+ 18.91% |
$3.9M - $4.85M
|
53.7K
$31.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
8.52K+ 5.51% |
$3.89M - $4.84M
|
163K
$96.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.48K+ 26.13% |
$3.87M - $4.82M
|
40.9K
$24.2M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.48K+ 20.12% |
$3.87M - $4.81M
|
50.6K
$29.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.36K+ 64.93% |
$3.82M - $4.75M
|
21.2K
$12.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.27K+ 89.96% |
$3.78M - $4.7M
|
17.5K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.25K+ 15.36% |
$3.77M - $4.69M
|
62K
$36.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7.99K+ 34734.78% |
$3.65M - $4.54M
|
8.01K
$4.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.8K+ 34.93% |
$3.56M - $4.43M
|
30.1K
$17.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
7.71K+ 95.87% |
$3.52M - $4.38M
|
15.7K
$9.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.71K+ 319.44% |
$3.52M - $4.38M
|
10.1K
$5.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.64K+ 15.67% |
$3.49M - $4.34M
|
56.4K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.61K+ 43.18% |
$3.48M - $4.32M
|
25.2K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.6K+ 33.19% |
$3.47M - $4.32M
|
30.5K
$18M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
7.57K+ 76.59% |
$3.46M - $4.3M
|
17.5K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
7.55K+ 42.37% |
$3.45M - $4.29M
|
25.4K
$15M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
7.54K+ 687.24% |
$3.44M - $4.28M
|
8.64K
$5.11M
|