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
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.5KNew |
$3.42M - $4.26M
|
7.5K
$4.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.48K+ 4.31% |
$3.42M - $4.25M
|
181K
$107M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.48K+ 9.34% |
$3.41M - $4.25M
|
87.5K
$51.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.47K+ 13.11% |
$3.41M - $4.24M
|
64.4K
$38.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
7.45K+ 6.63% |
$3.4M - $4.23M
|
120K
$70.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.44K+ 92.82% |
$3.4M - $4.22M
|
15.4K
$9.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
7.43K+ 82.19% |
$3.39M - $4.22M
|
16.5K
$9.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Fidato Wealth LLC
|
BUY
|
- |
7.42K+ 6.46% |
$3.39M - $4.21M
|
122K
$72.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.34K+ 1066.86% |
$3.35M - $4.17M
|
8.03K
$4.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7.26K+ 11.3% |
$3.32M - $4.12M
|
71.5K
$42.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
7.25K+ 23.34% |
$3.31M - $4.12M
|
38.3K
$22.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.2K+ 82.0% |
$3.29M - $4.09M
|
16K
$9.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.16K+ 97.87% |
$3.27M - $4.06M
|
14.5K
$8.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.12K+ 3.43% |
$3.25M - $4.04M
|
214K
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.08K+ 6.58% |
$3.24M - $4.02M
|
115K
$67.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.07K+ 1.5% |
$3.23M - $4.02M
|
478K
$283M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.05K+ 14.28% |
$3.22M - $4M
|
56.4K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.98K+ 11.38% |
$3.19M - $3.96M
|
68.3K
$40.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
6.87KNew |
$3.14M - $3.9M
|
6.87K
$4.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.78K+ 306.09% |
$3.1M - $3.85M
|
9K
$5.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.77K+ 15.04% |
$3.09M - $3.84M
|
51.8K
$30.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.76K+ 9.23% |
$3.09M - $3.84M
|
80K
$47.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
6.75K+ 1.09% |
$3.08M - $3.83M
|
624K
$369M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.75K+ 3.0% |
$3.08M - $3.83M
|
232K
$137M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.7K+ 6.6% |
$3.06M - $3.8M
|
108K
$64M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
6.6K+ 46.53% |
$3.02M - $3.75M
|
20.8K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.57K+ 6.29% |
$3M - $3.73M
|
111K
$65.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
6.56K+ 21.57% |
$3M - $3.73M
|
37K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.38KNew |
$2.91M - $3.62M
|
6.38K
$3.77M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6.36K+ 991.12% |
$2.91M - $3.61M
|
7.01K
$4.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.36K+ 72.49% |
$2.91M - $3.61M
|
15.1K
$8.95M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
6.35KNew |
$2.9M - $3.6M
|
6.35K
$3.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Fortune 45 LLC
|
BUY
|
- |
6.25K+ 5.41% |
$2.85M - $3.55M
|
122K
$71.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.2K+ 1.55% |
$2.83M - $3.52M
|
407K
$240M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.2K+ 13.63% |
$2.83M - $3.52M
|
51.7K
$30.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.19K+ 1.96% |
$2.83M - $3.52M
|
322K
$190M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.18K+ 21.18% |
$2.82M - $3.51M
|
35.3K
$20.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.16K+ 64.36% |
$2.81M - $3.5M
|
15.7K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
6.1KNew |
$2.78M - $3.46M
|
6.1K
$3.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.09KNew |
$2.78M - $3.46M
|
6.09K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.07K+ 17.15% |
$2.77M - $3.45M
|
41.5K
$24.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
6.07K+ 15.76% |
$2.77M - $3.45M
|
44.6K
$26.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.05K+ 8.32% |
$2.76M - $3.44M
|
78.7K
$46.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.05K+ 7.77% |
$2.76M - $3.44M
|
83.9K
$49.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
6.01K+ 20.17% |
$2.74M - $3.41M
|
35.8K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.92K+ 10.84% |
$2.7M - $3.36M
|
60.5K
$35.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
5.9KNew |
$2.69M - $3.35M
|
5.9K
$3.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
5.86KNew |
$2.68M - $3.33M
|
5.86K
$3.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.82K+ 15.99% |
$2.66M - $3.3M
|
42.2K
$24.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.8K+ 4.33% |
$2.65M - $3.29M
|
140K
$82.6M
|