Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
7.69K+ 13.4% |
$4.37M - $4.73M
|
65.1K
$40.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.62K+ 4.66% |
$4.33M - $4.68M
|
171K
$106M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.5KNew |
$4.26M - $4.61M
|
7.5K
$4.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.47K+ 49.33% |
$4.24M - $4.59M
|
22.6K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.46K+ 1.34% |
$4.24M - $4.59M
|
566K
$352M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.46K+ 2.96% |
$4.24M - $4.59M
|
260K
$161M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.43K+ 5.37% |
$4.22M - $4.57M
|
146K
$90.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.29K+ 9.26% |
$4.14M - $4.48M
|
86K
$53.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
7.26K+ 51.17% |
$4.12M - $4.46M
|
21.4K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.22K+ 75.62% |
$4.1M - $4.44M
|
16.8K
$10.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.06K+ 3.58% |
$4.01M - $4.34M
|
204K
$127M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.94K+ 4.78% |
$3.94M - $4.27M
|
152K
$94.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.75K+ 30.88% |
$3.83M - $4.15M
|
28.6K
$17.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
6.72K+ 1.28% |
$3.81M - $4.13M
|
533K
$331M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.72K+ 8.06% |
$3.81M - $4.13M
|
90K
$55.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.69K+ 17.75% |
$3.8M - $4.11M
|
44.4K
$27.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
6.54K+ 27.11% |
$3.71M - $4.02M
|
30.7K
$19M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.43K+ 285.61% |
$3.65M - $3.95M
|
8.68K
$5.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Allen Investment Management LLC
|
BUY
|
- |
6.4K+ 2.55% |
$3.63M - $3.93M
|
258K
$160M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
6.37K+ 6.98% |
$3.62M - $3.92M
|
97.7K
$60.7M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.32K+ 8.3% |
$3.59M - $3.89M
|
82.5K
$51.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.26K+ 16.34% |
$3.55M - $3.85M
|
44.5K
$27.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
6.25K+ 7.48% |
$3.55M - $3.84M
|
89.8K
$55.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
6.25K+ 25.93% |
$3.55M - $3.84M
|
30.3K
$18.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.16K+ 8.83% |
$3.49M - $3.78M
|
75.9K
$47.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.1K+ 2.9% |
$3.46M - $3.75M
|
217K
$135M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.97K+ 11.92% |
$3.39M - $3.67M
|
56.1K
$34.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
5.91K+ 5.37% |
$3.36M - $3.64M
|
116K
$72M
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
5.79K+ 10.22% |
$3.29M - $3.56M
|
62.5K
$38.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
5.78K+ 6.99% |
$3.28M - $3.55M
|
88.5K
$54.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
5.71KNew |
$3.24M - $3.51M
|
5.71K
$3.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
5.71K+ 1.61% |
$3.24M - $3.51M
|
361K
$224M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.62K+ 6.98% |
$3.19M - $3.45M
|
86.2K
$53.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.51K+ 194.56% |
$3.13M - $3.39M
|
8.34K
$5.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
5.47K+ 17.16% |
$3.11M - $3.37M
|
37.4K
$23.2M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.36K+ 4.14% |
$3.05M - $3.3M
|
135K
$83.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.36K+ 13.09% |
$3.04M - $3.29M
|
46.3K
$28.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.33K+ 10.39% |
$3.02M - $3.27M
|
56.6K
$35.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.31K+ 50.65% |
$3.01M - $3.26M
|
15.8K
$9.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.16K+ 798.14% |
$2.93M - $3.17M
|
5.8K
$3.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.06K+ 12.99% |
$2.87M - $3.11M
|
44K
$27.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.99K+ 28.55% |
$2.83M - $3.07M
|
22.4K
$13.9M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.97K+ 4965.0% |
$2.82M - $3.05M
|
5.07K
$3.15M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.89K+ 2.04% |
$2.78M - $3.01M
|
244K
$152M
|
|
|
Nov 06, 2025
Q3 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
4.88K+ 1.78% |
$2.77M - $3M
|
279K
$174M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.86K+ 4.09% |
$2.76M - $2.99M
|
124K
$76.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.83K+ 19.12% |
$2.74M - $2.97M
|
30.1K
$18.7M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
4.82KNew |
$2.74M - $2.96M
|
4.82K
$2.99M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.81K+ 20.84% |
$2.73M - $2.96M
|
27.9K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.73K+ 77.68% |
$2.68M - $2.91M
|
10.8K
$6.71M
|