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
|
Santori & Peters, Inc.
|
BUY
|
- |
8+ 0.74% |
$3.65K - $4.54K
|
1.09K
$629K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8+ 2.05% |
$3.65K - $4.54K
|
398
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.33% |
$3.65K - $4.54K
|
2.41K
$1.39M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8+ 0.56% |
$3.65K - $4.54K
|
1.43K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.21% |
$3.2K - $3.98K
|
3.38K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
7+ 0.66% |
$3.2K - $3.98K
|
1.07K
$617K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
7+ 1.29% |
$3.2K - $3.98K
|
549
$316K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
6+ 0.19% |
$2.74K - $3.41K
|
3.2K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6+ 0.77% |
$2.74K - $3.41K
|
789
$454K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$2.28K - $2.84K
|
2.68K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
5+ 0.88% |
$2.28K - $2.84K
|
574
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 25.0% |
$2.28K - $2.84K
|
25
$14.4K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 1.06% |
$2.28K - $2.84K
|
475
$273K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4+ 0.2% |
$1.83K - $2.27K
|
2.04K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
4+ 0.2% |
$1.83K - $2.27K
|
2.01K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
4+ 0.07% |
$1.83K - $2.27K
|
5.92K
$3.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
4+ 0.05% |
$1.83K - $2.27K
|
8.73K
$5.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
4+ 0.41% |
$1.83K - $2.27K
|
987
$568K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 9.52% |
$1.83K - $2.27K
|
46
$26.5K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3+ 0.16% |
$1.37K - $1.7K
|
1.86K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3+ 0.5% |
$1.37K - $1.7K
|
602
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
2+ 0.16% |
$913 - $1.14K
|
1.24K
$713K
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
2+ 0.1% |
$913 - $1.14K
|
1.96K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2+ 0.38% |
$913 - $1.14K
|
535
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2+ 0.35% |
$913 - $1.14K
|
567
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1+ 0.25% |
$457 - $568
|
397
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1+ 0.13% |
$457 - $568
|
755
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$457 - $568
|
3.1K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$457 - $568
|
2.36K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
1+ 0.05% |
$457 - $568
|
1.87K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1+ 0.07% |
$457 - $568
|
1.43K
$823K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1+ 0.04% |
$457 - $568
|
2.79K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.07% |
$457 - $568
|
1.4K
$805K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1- 1.64% |
$457 - $568
|
60
$34.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-1- 0.17% |
$457 - $568
|
592
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2- 0.32% |
$913 - $1.14K
|
630
$362K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2- 0.47% |
$913 - $1.14K
|
422
$243K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-3- 0.04% |
$1.37K - $1.7K
|
8.38K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3- 1.61% |
$1.37K - $1.7K
|
183
$105K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-3- 0.2% |
$1.37K - $1.7K
|
1.49K
$855K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3- 0.16% |
$1.37K - $1.7K
|
1.88K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3- 0.34% |
$1.37K - $1.7K
|
879
$506K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$1.37K - $1.7K
|
4.87K
$2.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.49% |
$1.37K - $1.7K
|
612
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-4- 0.79% |
$1.83K - $2.27K
|
504
$290K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-4- 0.83% |
$1.83K - $2.27K
|
476
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$2.28K - $2.84K
|
7.96K
$4.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6- 0.12% |
$2.74K - $3.41K
|
4.85K
$2.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7- 0.14% |
$3.2K - $3.98K
|
4.86K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-8- 0.9% |
$3.65K - $4.54K
|
881
$507K
|