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 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
582+ 24.8% |
$266K - $331K
|
2.93K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
574+ 2.71% |
$262K - $326K
|
21.8K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
569+ 8.66% |
$260K - $323K
|
7.14K
$4.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
559+ 0.46% |
$255K - $318K
|
123K
$70.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
555+ 3.28% |
$253K - $315K
|
17.5K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
521+ 5.57% |
$238K - $296K
|
9.87K
$5.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
515+ 9.53% |
$235K - $293K
|
5.92K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
515+ 4.3% |
$235K - $293K
|
12.5K
$7.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
511+ 18.58% |
$233K - $290K
|
3.26K
$1.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
499+ 5.93% |
$228K - $283K
|
8.91K
$5.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
498+ 6.99% |
$227K - $283K
|
7.62K
$4.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
492+ 16.46% |
$225K - $279K
|
3.48K
$2M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
490+ 2.78% |
$224K - $278K
|
18.1K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
488+ 0.65% |
$223K - $277K
|
75.3K
$43.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
470+ 24.1% |
$215K - $267K
|
2.42K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
468+ 7.84% |
$214K - $266K
|
6.44K
$3.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
441+ 50.63% |
$201K - $251K
|
1.31K
$755K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
433+ 25.49% |
$198K - $246K
|
2.13K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
431+ 2.97% |
$197K - $245K
|
15K
$8.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
429+ 10.75% |
$196K - $244K
|
4.42K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
425New |
$194K - $241K
|
425
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
418+ 4.87% |
$191K - $237K
|
9K
$5.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
405New |
$185K - $230K
|
405
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
405+ 11.09% |
$185K - $230K
|
4.06K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
400+ 9.16% |
$183K - $227K
|
4.77K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
393New |
$179K - $223K
|
393
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
383+ 9.57% |
$175K - $218K
|
4.38K
$2.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
382+ 14.01% |
$174K - $217K
|
3.11K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
382New |
$174K - $217K
|
382
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
381New |
$174K - $216K
|
381
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
379+ 2.69% |
$173K - $215K
|
14.5K
$8.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
377New |
$172K - $214K
|
377
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
375New |
$171K - $213K
|
375
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
371New |
$169K - $211K
|
371
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
369+ 7.43% |
$169K - $210K
|
5.33K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
368New |
$168K - $209K
|
368
$212K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
365+ 8.44% |
$167K - $207K
|
4.69K
$2.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
358New |
$164K - $203K
|
358
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
356+ 20.0% |
$163K - $202K
|
2.14K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
356New |
$163K - $202K
|
356
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
354+ 0.47% |
$162K - $201K
|
76.2K
$43.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
350+ 4.69% |
$160K - $199K
|
7.81K
$4.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
350+ 21.17% |
$160K - $199K
|
2K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
349+ 5.44% |
$159K - $198K
|
6.76K
$3.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
344+ 2.39% |
$157K - $195K
|
14.8K
$8.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
319+ 1.29% |
$146K - $181K
|
25K
$14.4M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
316+ 62.7% |
$144K - $179K
|
820
$472K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
309+ 37.27% |
$141K - $176K
|
1.14K
$655K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
309+ 2.76% |
$141K - $176K
|
11.5K
$6.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
307+ 36.46% |
$140K - $174K
|
1.15K
$661K
|