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 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-271- 19.34% |
$154K - $167K
|
1.13K
$702K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-272- 35.84% |
$154K - $167K
|
487
$302K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-272- 8.02% |
$154K - $167K
|
3.12K
$1.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-272- 9.51% |
$154K - $167K
|
2.59K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-273- 8.52% |
$155K - $168K
|
2.93K
$1.82M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-275- 8.68% |
$156K - $169K
|
2.9K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-286- 1.91% |
$162K - $176K
|
14.7K
$9.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-288- 49.48% |
$164K - $177K
|
294
$183K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-290- 6.18% |
$165K - $178K
|
4.41K
$2.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-293- 3.27% |
$166K - $180K
|
8.68K
$5.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-294- 20.85% |
$167K - $181K
|
1.12K
$693K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-294- 7.17% |
$167K - $181K
|
3.8K
$2.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-295- 2.9% |
$167K - $181K
|
9.87K
$6.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-297- 14.99% |
$169K - $183K
|
1.68K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-304- 2.91% |
$173K - $187K
|
10.2K
$6.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-306- 0.68% |
$174K - $188K
|
45K
$27.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-311- 42.37% |
$177K - $191K
|
423
$263K
|
|
|
Nov 07, 2025
Q3 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-317- 7.42% |
$180K - $195K
|
3.95K
$2.46M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-329- 3.75% |
$187K - $202K
|
8.45K
$5.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-330- 4.25% |
$187K - $203K
|
7.44K
$4.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-336- 11.47% |
$191K - $207K
|
2.59K
$1.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-338- 1.03% |
$192K - $208K
|
32.6K
$20.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-344- 9.08% |
$195K - $211K
|
3.44K
$2.14M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-358- 2.23% |
$203K - $220K
|
15.7K
$9.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-358- 0.8% |
$203K - $220K
|
44.4K
$27.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-362- 10.98% |
$206K - $223K
|
2.94K
$1.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-364- 3.22% |
$207K - $224K
|
10.9K
$6.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-370- 3.7% |
$210K - $227K
|
9.62K
$5.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-374- 10.46% |
$212K - $230K
|
3.2K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-383- 1.69% |
$217K - $235K
|
22.3K
$13.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-392- 1.38% |
$223K - $241K
|
28K
$17.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-393- 1.25% |
$223K - $242K
|
31K
$19.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-395- 3.79% |
$224K - $243K
|
10K
$6.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-398- 2.31% |
$226K - $245K
|
16.8K
$10.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-399- 3.43% |
$227K - $245K
|
11.2K
$6.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-399- 6.03% |
$227K - $245K
|
6.21K
$3.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-400- 15.46% |
$227K - $246K
|
2.19K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-401- 0.92% |
$228K - $247K
|
43.4K
$26.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-409- 2.38% |
$232K - $251K
|
16.8K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-411- 1.8% |
$233K - $253K
|
22.4K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-413- 1.22% |
$234K - $254K
|
33.3K
$20.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-414- 4.18% |
$235K - $255K
|
9.5K
$5.9M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-419- 1.69% |
$238K - $258K
|
24.4K
$15.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-419- 31.67% |
$238K - $258K
|
904
$561K
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-425- 2.24% |
$241K - $261K
|
18.6K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-429- 11.25% |
$244K - $264K
|
3.38K
$2.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-429- 0.67% |
$244K - $264K
|
63.8K
$39.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-432- 7.24% |
$245K - $266K
|
5.54K
$3.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-435- 2.71% |
$247K - $267K
|
15.6K
$9.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-435- 1.97% |
$247K - $267K
|
21.6K
$13.4M
|