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 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.09K+ 7.95% |
$498K - $619K
|
14.8K
$8.52M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.04K+ 2.53% |
$475K - $591K
|
42.2K
$24.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.04K+ 0.71% |
$474K - $589K
|
146K
$84.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.04K+ 25.99% |
$473K - $588K
|
5.02K
$2.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.03K+ 60.35% |
$470K - $585K
|
2.73K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.03K+ 33.09% |
$469K - $583K
|
4.13K
$2.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.02K+ 142.44% |
$465K - $578K
|
1.73K
$996K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.01KNew |
$459K - $571K
|
1.01K
$579K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
993+ 14.99% |
$454K - $564K
|
7.62K
$4.38M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
984+ 5.02% |
$449K - $559K
|
20.6K
$11.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
895+ 3.02% |
$409K - $508K
|
30.5K
$17.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
874+ 21.48% |
$399K - $496K
|
4.94K
$2.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
869+ 16.66% |
$397K - $494K
|
6.09K
$3.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
856+ 3.55% |
$391K - $486K
|
24.9K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
853+ 6.43% |
$390K - $485K
|
14.1K
$8.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
846+ 4.34% |
$386K - $481K
|
20.3K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
838+ 119.89% |
$383K - $476K
|
1.54K
$884K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
838+ 205.9% |
$383K - $476K
|
1.25K
$716K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
826+ 91.47% |
$377K - $469K
|
1.73K
$995K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
825+ 113.64% |
$377K - $469K
|
1.55K
$892K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
806New |
$368K - $458K
|
806
$464K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
792+ 1.35% |
$362K - $450K
|
59.6K
$34.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
791+ 24.52% |
$361K - $449K
|
4.02K
$2.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
790+ 104.22% |
$361K - $449K
|
1.55K
$890K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
784+ 7.7% |
$358K - $445K
|
11K
$6.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
775+ 7.63% |
$354K - $440K
|
10.9K
$6.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
775+ 16.4% |
$354K - $440K
|
5.5K
$3.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
769+ 10.52% |
$351K - $437K
|
8.08K
$4.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
756+ 9.73% |
$345K - $429K
|
8.52K
$4.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
756+ 568.42% |
$345K - $429K
|
889
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
750+ 13.12% |
$343K - $426K
|
6.47K
$3.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
750+ 41.48% |
$343K - $426K
|
2.56K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
748+ 15.94% |
$342K - $425K
|
5.44K
$3.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
743New |
$339K - $422K
|
743
$427K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
733New |
$335K - $416K
|
733
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
713+ 8.07% |
$326K - $405K
|
9.55K
$5.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
711+ 6.58% |
$325K - $404K
|
11.5K
$6.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
706+ 1.77% |
$322K - $401K
|
40.5K
$23.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
692+ 47.69% |
$316K - $393K
|
2.14K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
692+ 56.44% |
$316K - $393K
|
1.92K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
681+ 1.58% |
$311K - $387K
|
43.9K
$25.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
678+ 30.58% |
$310K - $385K
|
2.9K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
665New |
$304K - $378K
|
665
$383K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
664+ 8.87% |
$303K - $377K
|
8.15K
$4.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
650+ 22.06% |
$297K - $369K
|
3.6K
$2.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
630+ 4.4% |
$288K - $358K
|
14.9K
$8.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
628New |
$287K - $357K
|
628
$361K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
626+ 86.58% |
$286K - $356K
|
1.35K
$776K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
610+ 3.97% |
$279K - $346K
|
16K
$9.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
589+ 1.71% |
$269K - $335K
|
35.1K
$20.2M
|