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 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
2.22K+ 5.39% |
$1.01M - $1.26M
|
43.3K
$24.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.17K+ 14.24% |
$992K - $1.23M
|
17.4K
$10M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.17KNew |
$989K - $1.23M
|
2.17K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.15K+ 141.09% |
$980K - $1.22M
|
3.67K
$2.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.12KNew |
$966K - $1.2M
|
2.12K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.09K+ 124.11% |
$955K - $1.19M
|
3.77K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.99K+ 123.13% |
$909K - $1.13M
|
3.61K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.95K+ 5.1% |
$889K - $1.11M
|
40.1K
$23.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.94KNew |
$888K - $1.1M
|
1.94K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.88KNew |
$858K - $1.07M
|
1.88K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.83K+ 6.12% |
$834K - $1.04M
|
31.7K
$18.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.82K+ 11.28% |
$833K - $1.04M
|
18K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.82K+ 7.26% |
$832K - $1.03M
|
26.9K
$15.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.82K+ 169.37% |
$831K - $1.03M
|
2.89K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.8K+ 25.26% |
$823K - $1.02M
|
8.94K
$5.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1.78K+ 3.63% |
$813K - $1.01M
|
50.8K
$29.2M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
1.77K+ 9.97% |
$810K - $1.01M
|
19.6K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.76KNew |
$802K - $997K
|
1.76K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.76K+ 8.83% |
$802K - $997K
|
21.6K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.75K+ 12.61% |
$797K - $991K
|
15.6K
$8.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.73K+ 2.52% |
$788K - $980K
|
70.2K
$40.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.7K+ 63.48% |
$777K - $967K
|
4.38K
$2.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.69K+ 6.39% |
$771K - $959K
|
28.1K
$16.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.68KNew |
$767K - $954K
|
1.68K
$966K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
1.65K+ 3.18% |
$754K - $938K
|
53.6K
$30.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1.6K+ 1.95% |
$729K - $907K
|
83.6K
$48.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.54K+ 9.94% |
$703K - $875K
|
17K
$9.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.52K+ 16.94% |
$696K - $866K
|
10.5K
$6.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.49K+ 9.6% |
$681K - $848K
|
17K
$9.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.48K+ 13.52% |
$678K - $843K
|
12.5K
$7.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.44K+ 10.36% |
$660K - $820K
|
15.4K
$8.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.41K+ 11.04% |
$644K - $800K
|
14.2K
$8.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.41K+ 8.77% |
$642K - $799K
|
17.4K
$10M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 2.7% |
$617K - $767K
|
51.5K
$29.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.34K+ 0.84% |
$612K - $762K
|
162K
$93M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33K+ 6.4% |
$605K - $753K
|
22K
$12.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.31K+ 222.7% |
$596K - $741K
|
1.89K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.27KNew |
$581K - $723K
|
1.27K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.27K+ 40.35% |
$578K - $719K
|
4.4K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.26K+ 22.9% |
$574K - $713K
|
6.74K
$3.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.24K+ 85.46% |
$566K - $704K
|
2.69K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.23K+ 16.41% |
$561K - $698K
|
8.71K
$5.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.46% |
$553K - $688K
|
50.4K
$29M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$547K - $680K
|
1.2K
$689K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.18K+ 1.49% |
$540K - $671K
|
80.6K
$46.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.18KNew |
$537K - $667K
|
1.18K
$676K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.14K+ 2.63% |
$520K - $646K
|
44.4K
$25.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 3.22% |
$519K - $646K
|
36.4K
$20.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.1K+ 75.71% |
$502K - $625K
|
2.55K
$1.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.1K+ 7.87% |
$501K - $623K
|
15K
$8.65M
|