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
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
161+ 16.04% |
$73.5K - $91.5K
|
1.17K
$670K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
159+ 1.4% |
$72.6K - $90.3K
|
11.5K
$6.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
149+ 2.33% |
$68.1K - $84.6K
|
6.55K
$3.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
148+ 0.93% |
$67.6K - $84.1K
|
16.1K
$9.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
144+ 113.39% |
$65.8K - $81.8K
|
271
$156K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
143+ 4.78% |
$65.3K - $81.2K
|
3.13K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Canerector Inc
Toronto, A6 |
BUY
|
- |
140+ 0.31% |
$63.9K - $79.5K
|
45.1K
$26M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
139+ 3.66% |
$63.5K - $79K
|
3.94K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
139+ 4.16% |
$63.5K - $79K
|
3.48K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
139+ 12.21% |
$63.5K - $79K
|
1.28K
$735K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
135+ 1.91% |
$61.7K - $76.7K
|
7.19K
$4.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
129+ 5.16% |
$58.9K - $73.3K
|
2.63K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
124+ 496.0% |
$56.6K - $70.4K
|
149
$85.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
122+ 10.4% |
$55.7K - $69.3K
|
1.3K
$745K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
117+ 14.27% |
$53.4K - $66.5K
|
937
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
111+ 2.9% |
$50.7K - $63.1K
|
3.94K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
110+ 2.85% |
$50.2K - $62.5K
|
3.97K
$2.28M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
109+ 11.89% |
$49.8K - $61.9K
|
1.03K
$590K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
109+ 3.07% |
$49.8K - $61.9K
|
3.66K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
106+ 4.37% |
$48.4K - $60.2K
|
2.53K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
105+ 1.03% |
$48K - $59.6K
|
10.3K
$5.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
102+ 9.73% |
$46.6K - $57.9K
|
1.15K
$662K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
101+ 7.37% |
$46.1K - $57.4K
|
1.47K
$847K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
95+ 1.64% |
$43.4K - $54K
|
5.9K
$3.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
94+ 5.97% |
$42.9K - $53.4K
|
1.67K
$960K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
90+ 5.45% |
$41.1K - $51.1K
|
1.74K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
88+ 84.62% |
$40.2K - $50K
|
192
$110K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
83+ 3.02% |
$37.9K - $47.1K
|
2.83K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
83+ 377.27% |
$37.9K - $47.1K
|
105
$60.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
83+ 1.03% |
$37.9K - $47.1K
|
8.17K
$4.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
83+ 2.72% |
$37.9K - $47.1K
|
3.14K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
80+ 1.01% |
$36.5K - $45.4K
|
7.97K
$4.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
76+ 11.08% |
$34.7K - $43.2K
|
762
$438K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 8.3% |
$34.3K - $42.6K
|
979
$563K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
75+ 13.84% |
$34.3K - $42.6K
|
617
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
72+ 3.37% |
$32.9K - $40.9K
|
2.21K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
70+ 2.27% |
$32K - $39.8K
|
3.15K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
70+ 33.82% |
$32K - $39.8K
|
277
$159K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
66+ 0.09% |
$30.1K - $37.5K
|
76.3K
$43.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
65+ 8.58% |
$29.7K - $36.9K
|
823
$473K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
65+ 0.93% |
$29.7K - $36.9K
|
7.05K
$4.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
64+ 6.82% |
$29.2K - $36.4K
|
1K
$577K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
64+ 8.27% |
$29.2K - $36.4K
|
838
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
63+ 6.53% |
$28.8K - $35.8K
|
1.03K
$591K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
60+ 0.54% |
$27.4K - $34.1K
|
11.1K
$6.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
60+ 7.57% |
$27.4K - $34.1K
|
853
$491K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
54+ 5.55% |
$24.7K - $30.7K
|
1.03K
$591K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
51+ 11.33% |
$23.3K - $29K
|
501
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
51+ 2.96% |
$23.3K - $29K
|
1.78K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
50+ 9.31% |
$22.8K - $28.4K
|
587
$338K
|