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 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
48+ 0.25% |
$21.9K - $27.3K
|
19.6K
$11.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
47+ 4.07% |
$21.5K - $26.7K
|
1.2K
$691K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
46+ 6.15% |
$21K - $26.1K
|
794
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45+ 0.36% |
$20.6K - $25.6K
|
12.7K
$7.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
43+ 9.6% |
$19.6K - $24.4K
|
491
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
39+ 2.3% |
$17.8K - $22.2K
|
1.74K
$999K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
39+ 1.75% |
$17.8K - $22.2K
|
2.26K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
38+ 6.0% |
$17.4K - $21.6K
|
671
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
38+ 0.52% |
$17.4K - $21.6K
|
7.34K
$4.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
37+ 5.41% |
$16.9K - $21K
|
721
$415K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
37+ 1.37% |
$16.9K - $21K
|
2.73K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
37+ 7.91% |
$16.9K - $21K
|
505
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36+ 0.49% |
$16.4K - $20.4K
|
7.43K
$4.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
34+ 4.84% |
$15.5K - $19.3K
|
736
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
30+ 0.79% |
$13.7K - $17K
|
3.82K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
30+ 0.75% |
$13.7K - $17K
|
4K
$2.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
28+ 6.53% |
$12.8K - $15.9K
|
457
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
27+ 3.19% |
$12.3K - $15.3K
|
873
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
24+ 2.52% |
$11K - $13.6K
|
977
$562K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
23+ 0.98% |
$10.5K - $13.1K
|
2.37K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
23+ 0.12% |
$10.5K - $13.1K
|
19.2K
$11M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
21+ 3.96% |
$9.59K - $11.9K
|
551
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
21+ 0.39% |
$9.59K - $11.9K
|
5.41K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
21+ 3.49% |
$9.59K - $11.9K
|
622
$358K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
20+ 0.98% |
$9.13K - $11.4K
|
2.07K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 1.58% |
$9.13K - $11.4K
|
1.29K
$740K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
20+ 4.56% |
$9.13K - $11.4K
|
459
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
20+ 0.6% |
$9.13K - $11.4K
|
3.35K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
20+ 1.12% |
$9.13K - $11.4K
|
1.8K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
19+ 0.48% |
$8.68K - $10.8K
|
3.99K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
18+ 1.14% |
$8.22K - $10.2K
|
1.59K
$916K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
18+ 2.95% |
$8.22K - $10.2K
|
628
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
15+ 1.51% |
$6.85K - $8.52K
|
1.01K
$582K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
15+ 1.03% |
$6.85K - $8.52K
|
1.47K
$846K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 4.62% |
$6.39K - $7.95K
|
317
$182K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
14+ 1.74% |
$6.39K - $7.95K
|
817
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
14+ 2.77% |
$6.39K - $7.95K
|
519
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
14+ 3.47% |
$6.39K - $7.95K
|
418
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
13+ 1.18% |
$5.94K - $7.38K
|
1.11K
$640K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 2.13% |
$5.94K - $7.38K
|
624
$359K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
12+ 2.49% |
$5.48K - $6.82K
|
494
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
12+ 1.58% |
$5.48K - $6.82K
|
773
$445K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
11+ 0.27% |
$5.02K - $6.25K
|
4.03K
$2.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
11+ 0.12% |
$5.02K - $6.25K
|
8.85K
$5.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10+ 34.48% |
$4.57K - $5.68K
|
39
$22.4K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 2.07% |
$4.57K - $5.68K
|
494
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
10+ 0.8% |
$4.57K - $5.68K
|
1.25K
$721K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
9+ 10.71% |
$4.11K - $5.11K
|
93
$53.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
9+ 0.88% |
$4.11K - $5.11K
|
1.03K
$594K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
9+ 1.47% |
$4.11K - $5.11K
|
622
$358K
|