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 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
305+ 1016.67% |
$139K - $173K
|
335
$193K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
304+ 7.63% |
$139K - $173K
|
4.29K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
301+ 51.9% |
$137K - $171K
|
881
$507K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
295+ 3.64% |
$135K - $168K
|
8.39K
$4.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
291+ 4.34% |
$133K - $165K
|
7K
$4.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
288+ 52.55% |
$132K - $164K
|
836
$481K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
285+ 52.2% |
$130K - $162K
|
831
$478K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
283+ 23.25% |
$129K - $161K
|
1.5K
$863K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
283+ 6.91% |
$129K - $161K
|
4.38K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
282+ 1.65% |
$129K - $160K
|
17.4K
$10M
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
280+ 2.24% |
$128K - $159K
|
12.8K
$7.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
277+ 13.79% |
$127K - $157K
|
2.29K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
275+ 17.09% |
$126K - $156K
|
1.88K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
273+ 0.41% |
$125K - $155K
|
66.3K
$38.2M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
272+ 9.01% |
$124K - $155K
|
3.29K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
270+ 0.73% |
$123K - $153K
|
37.1K
$21.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
268+ 8.91% |
$122K - $152K
|
3.28K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
262+ 16.08% |
$120K - $149K
|
1.89K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
260+ 38.24% |
$119K - $148K
|
940
$541K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
256+ 14.84% |
$117K - $145K
|
1.98K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
255+ 63.91% |
$116K - $145K
|
654
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
243+ 2.53% |
$111K - $138K
|
9.85K
$5.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
241+ 0.37% |
$110K - $137K
|
65.6K
$37.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
240+ 1.58% |
$110K - $136K
|
15.4K
$8.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
235+ 23.11% |
$107K - $133K
|
1.25K
$720K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
235+ 2.27% |
$107K - $133K
|
10.6K
$6.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
233New |
$106K - $132K
|
233
$134K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
231+ 11.85% |
$106K - $131K
|
2.18K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
231+ 42.08% |
$106K - $131K
|
780
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
229+ 21.56% |
$105K - $130K
|
1.29K
$743K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
225+ 55.97% |
$103K - $128K
|
627
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
214+ 2.36% |
$97.7K - $122K
|
9.28K
$5.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
212+ 48.74% |
$96.8K - $120K
|
647
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
208+ 0.16% |
$95K - $118K
|
132K
$75.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
203+ 6.08% |
$92.7K - $115K
|
3.54K
$2.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
200+ 6.47% |
$91.3K - $114K
|
3.29K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
199+ 4.23% |
$90.9K - $113K
|
4.9K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
197+ 6.52% |
$90K - $112K
|
3.22K
$1.85M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
196+ 2.86% |
$89.5K - $111K
|
7.05K
$4.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
194+ 5.33% |
$88.6K - $110K
|
3.84K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
193+ 2.37% |
$88.2K - $110K
|
8.32K
$4.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
193+ 7.31% |
$88.2K - $110K
|
2.83K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
192+ 9.18% |
$87.7K - $109K
|
2.28K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
183+ 3.19% |
$83.6K - $104K
|
5.92K
$3.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
182+ 5.63% |
$83.1K - $103K
|
3.41K
$1.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
177+ 4.04% |
$80.8K - $101K
|
4.56K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
176+ 1.42% |
$80.4K - $100K
|
12.6K
$7.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
175+ 37.72% |
$79.9K - $99.4K
|
639
$368K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
173+ 15.73% |
$79K - $98.3K
|
1.27K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
165+ 0.94% |
$75.4K - $93.7K
|
17.7K
$10.2M
|