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 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
6.87KNew |
$3.14M - $3.9M
|
6.87K
$3.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.78K+ 306.09% |
$3.1M - $3.85M
|
9K
$5.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.76K+ 9.23% |
$3.09M - $3.84M
|
80K
$46M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.7K+ 6.6% |
$3.06M - $3.8M
|
108K
$62.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
6.56K+ 21.57% |
$3M - $3.73M
|
37K
$21.3M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6.36K+ 991.12% |
$2.91M - $3.61M
|
7.01K
$4.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.2K+ 13.63% |
$2.83M - $3.52M
|
51.7K
$29.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.16K+ 64.36% |
$2.81M - $3.5M
|
15.7K
$9.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.82K+ 15.99% |
$2.66M - $3.3M
|
42.2K
$24.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.79K+ 201.5% |
$2.64M - $3.29M
|
8.67K
$4.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.66K+ 10.93% |
$2.59M - $3.22M
|
57.5K
$33.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.54K+ 3.96% |
$2.53M - $3.15M
|
145K
$83.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.54K+ 3.33% |
$2.53M - $3.14M
|
172K
$98.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.4K+ 93.85% |
$2.47M - $3.07M
|
11.2K
$6.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
5.34K+ 10.84% |
$2.44M - $3.03M
|
54.6K
$31.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.05K+ 12.58% |
$2.31M - $2.87M
|
45.2K
$26M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.02K+ 160.46% |
$2.29M - $2.85M
|
8.16K
$4.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.68K+ 69.62% |
$2.14M - $2.66M
|
11.4K
$6.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
4.6K+ 16.52% |
$2.1M - $2.61M
|
32.5K
$18.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.47K+ 7.58% |
$2.04M - $2.54M
|
63.5K
$36.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
4.39K+ 101.79% |
$2M - $2.49M
|
8.7K
$5M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4.31K+ 11.29% |
$1.97M - $2.45M
|
42.5K
$24.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.29K+ 21.05% |
$1.96M - $2.44M
|
24.7K
$14.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.25K+ 75.65% |
$1.94M - $2.42M
|
9.88K
$5.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.2K+ 1.78% |
$1.92M - $2.38M
|
239K
$138M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.18K+ 211.34% |
$1.91M - $2.37M
|
6.15K
$3.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.02K+ 2.79% |
$1.84M - $2.28M
|
148K
$85.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.82K+ 6.12% |
$1.74M - $2.17M
|
66.2K
$38.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.72K+ 3.25% |
$1.7M - $2.11M
|
118K
$67.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.71K+ 66.31% |
$1.69M - $2.11M
|
9.3K
$5.35M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
3.64K+ 7.56% |
$1.66M - $2.07M
|
51.8K
$29.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
3.64KNew |
$1.66M - $2.06M
|
3.64K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.52K+ 32.22% |
$1.61M - $2M
|
14.4K
$8.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.51K+ 4.54% |
$1.6M - $1.99M
|
80.9K
$46.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.4K+ 19.7% |
$1.55M - $1.93M
|
20.6K
$11.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
3.28K+ 1.84% |
$1.5M - $1.86M
|
181K
$104M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
3.27K+ 42.12% |
$1.49M - $1.86M
|
11K
$6.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.2K+ 5.41% |
$1.46M - $1.82M
|
62.4K
$35.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.16K+ 59.48% |
$1.44M - $1.79M
|
8.47K
$4.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.12K+ 57.51% |
$1.43M - $1.77M
|
8.55K
$4.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.08K+ 0.39% |
$1.41M - $1.75M
|
801K
$461M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.08K+ 9.07% |
$1.41M - $1.75M
|
37K
$21.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
3.01K+ 13.98% |
$1.38M - $1.71M
|
24.6K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.92K+ 4.01% |
$1.33M - $1.66M
|
75.7K
$43.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.58K+ 159.21% |
$1.18M - $1.46M
|
4.19K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.48K+ 53.42% |
$1.13M - $1.41M
|
7.11K
$4.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
2.33K+ 42.3% |
$1.07M - $1.32M
|
7.85K
$4.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.28K+ 3.4% |
$1.04M - $1.29M
|
69.2K
$39.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.26K+ 1.36% |
$1.03M - $1.29M
|
169K
$97.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.26K+ 3.57% |
$1.03M - $1.28M
|
65.6K
$37.7M
|