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
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
4.11M+ 601326.31% |
$1.88B - $2.34B
|
4.11M
$2.37B
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
140KNew |
$63.9M - $79.5M
|
140K
$80.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
102K+ 40.54% |
$46.8M - $58.2M
|
355K
$204M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
67.7KNew |
$30.9M - $38.4M
|
67.7K
$38.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.4K+ 8.35% |
$30.8M - $38.3M
|
875K
$503M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
55.2K+ 4956.82% |
$25.2M - $31.4M
|
56.3K
$32.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
46.3K+ 26758.96% |
$21.1M - $26.3M
|
46.5K
$26.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
40.6KNew |
$18.5M - $23M
|
40.6K
$23.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
39.2KNew |
$17.9M - $22.3M
|
39.2K
$22.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
38.9KNew |
$17.8M - $22.1M
|
38.9K
$22.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.5K+ 13.45% |
$17.6M - $21.8M
|
324K
$187M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.6KNew |
$15.4M - $19.1M
|
33.6K
$19.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
31.6K+ 26.57% |
$14.5M - $18M
|
151K
$86.7M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
31.2K+ 36.62% |
$14.2M - $17.7M
|
116K
$66.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
24.1K+ 26.94% |
$11M - $13.7M
|
114K
$65.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
23.3KNew |
$10.6M - $13.2M
|
23.3K
$13.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
22.7K+ 38.2% |
$10.4M - $12.9M
|
82.1K
$47.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
21.5K+ 13.0% |
$9.82M - $12.2M
|
187K
$107M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
20.6K+ 48.46% |
$9.41M - $11.7M
|
63.1K
$36.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
20.1K+ 11.94% |
$9.19M - $11.4M
|
189K
$109M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
19.2K+ 6.69% |
$8.77M - $10.9M
|
306K
$176M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
19.1KNew |
$8.72M - $10.8M
|
19.1K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
17K+ 39.48% |
$7.75M - $9.63M
|
59.9K
$34.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
16.9K+ 18.14% |
$7.72M - $9.6M
|
110K
$63.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.8K+ 397.85% |
$7.68M - $9.55M
|
21K
$12.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 5.04% |
$7.49M - $9.32M
|
342K
$196M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
16.3K+ 627.84% |
$7.47M - $9.29M
|
19K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
13.9K+ 1740.6% |
$6.34M - $7.89M
|
14.7K
$8.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.5K+ 13.9% |
$6.14M - $7.64M
|
110K
$63.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.4KNew |
$6.12M - $7.62M
|
13.4K
$7.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
12.6K+ 2.14% |
$5.75M - $7.15M
|
602K
$346M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
11.6K+ 5.28% |
$5.32M - $6.61M
|
232K
$134M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4K+ 297.57% |
$5.21M - $6.48M
|
15.2K
$8.76M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
11.1KNew |
$5.05M - $6.28M
|
11.1K
$6.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
10.6K+ 13.17% |
$4.85M - $6.04M
|
91.3K
$52.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 7.18% |
$4.78M - $5.94M
|
156K
$89.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4K+ 2.69% |
$4.74M - $5.89M
|
395K
$227M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
10.2K+ 17.95% |
$4.65M - $5.78M
|
66.9K
$38.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.1K+ 541.2% |
$4.6M - $5.71M
|
11.9K
$6.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.33K+ 23.57% |
$4.26M - $5.3M
|
48.9K
$28.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.89K+ 33.55% |
$4.06M - $5.05M
|
35.4K
$20.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.83K+ 74.11% |
$4.03M - $5.01M
|
20.7K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.53K+ 18.91% |
$3.9M - $4.85M
|
53.7K
$30.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.48K+ 26.13% |
$3.87M - $4.82M
|
40.9K
$23.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.36K+ 64.93% |
$3.82M - $4.75M
|
21.2K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.27K+ 89.96% |
$3.78M - $4.7M
|
17.5K
$10M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.71K+ 319.44% |
$3.52M - $4.38M
|
10.1K
$5.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
7.25K+ 23.34% |
$3.31M - $4.12M
|
38.3K
$22M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.2K+ 82.0% |
$3.29M - $4.09M
|
16K
$9.19M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.05K+ 14.28% |
$3.22M - $4M
|
56.4K
$32.5M
|