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 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-111- 3.02% |
$63K - $68.2K
|
3.56K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-115- 3.83% |
$65.3K - $70.7K
|
2.89K
$1.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-117- 2.81% |
$66.4K - $71.9K
|
4.05K
$2.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-117- 7.67% |
$66.4K - $71.9K
|
1.41K
$874K
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-120- 0.89% |
$68.1K - $73.8K
|
13.3K
$8.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-120- 6.33% |
$68.1K - $73.8K
|
1.78K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-122- 1.92% |
$69.3K - $75K
|
6.24K
$3.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-124- 83.22% |
$70.4K - $76.2K
|
25
$15.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-124- 1.01% |
$70.4K - $76.2K
|
12.2K
$7.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-124- 22.22% |
$70.4K - $76.2K
|
434
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-125- 5.35% |
$71K - $76.8K
|
2.21K
$1.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-126- 3.09% |
$71.5K - $77.5K
|
3.95K
$2.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-126- 7.8% |
$71.5K - $77.5K
|
1.49K
$925K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-128- 0.81% |
$72.7K - $78.7K
|
15.7K
$9.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-128- 16.71% |
$72.7K - $78.7K
|
638
$396K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-131- 2.52% |
$74.4K - $80.5K
|
5.08K
$3.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-133- 16.86% |
$75.5K - $81.8K
|
656
$407K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-134- 3.44% |
$76.1K - $82.4K
|
3.77K
$2.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-134- 1.35% |
$76.1K - $82.4K
|
9.77K
$6.07M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-137- 17.25% |
$77.8K - $84.2K
|
657
$408K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-138- 0.09% |
$78.4K - $84.8K
|
162K
$100M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-139- 0.56% |
$78.9K - $85.5K
|
24.6K
$15.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-140- 2.98% |
$79.5K - $86.1K
|
4.55K
$2.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-140- 0.35% |
$79.5K - $86.1K
|
40.4K
$25.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-142- 4.41% |
$80.6K - $87.3K
|
3.08K
$1.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-146- 8.32% |
$82.9K - $89.8K
|
1.61K
$999K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-148- 2.91% |
$84K - $91K
|
4.93K
$3.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-150- 11.8% |
$85.2K - $92.2K
|
1.12K
$696K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-150- 12.03% |
$85.2K - $92.2K
|
1.1K
$681K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-152- 9.81% |
$86.3K - $93.4K
|
1.4K
$868K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-154- 1.45% |
$87.4K - $94.7K
|
10.4K
$6.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-154- 8.96% |
$87.4K - $94.7K
|
1.57K
$972K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-154- 6.98% |
$87.4K - $94.7K
|
2.05K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-155- 0.23% |
$88K - $95.3K
|
68.7K
$42.7M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-155- 14.35% |
$88K - $95.3K
|
925
$574K
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-163- 0.19% |
$92.5K - $100K
|
87.4K
$54.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-168- 2.29% |
$95.4K - $103K
|
7.17K
$4.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-168- 9.76% |
$95.4K - $103K
|
1.55K
$964K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-169- 1.58% |
$96K - $104K
|
10.5K
$6.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-170- 2.55% |
$96.5K - $105K
|
6.5K
$4.03M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-173- 21.44% |
$98.2K - $106K
|
634
$394K
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-173- 29.67% |
$98.2K - $106K
|
410
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
SELL
|
- |
-173- 0.06% |
$98.2K - $106K
|
280K
$174M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-174- 0.45% |
$98.8K - $107K
|
38.5K
$23.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Buchholz LLC
Portsmouth, NH |
SELL
|
- |
-174- 3.18% |
$98.8K - $107K
|
5.3K
$3.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-175- 10.2% |
$99.4K - $108K
|
1.54K
$957K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-177- 2.98% |
$100K - $109K
|
5.75K
$3.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-178- 0.47% |
$101K - $109K
|
37.8K
$23.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-178- 1.05% |
$101K - $109K
|
16.7K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-180- 13.04% |
$102K - $111K
|
1.2K
$745K
|