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 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-436- 6.06% |
$248K - $268K
|
6.76K
$4.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-438- 12.06% |
$249K - $269K
|
3.2K
$1.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-441- 3.8% |
$250K - $271K
|
11.2K
$6.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-449- 0.11% |
$255K - $276K
|
395K
$245M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-451- 1.28% |
$256K - $277K
|
34.8K
$21.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-457- 2.08% |
$259K - $281K
|
21.5K
$13.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-464- 1.68% |
$263K - $285K
|
27.1K
$16.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-467- 0.26% |
$265K - $287K
|
178K
$110M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-479- 30.61% |
$272K - $294K
|
1.09K
$674K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-480- 1.74% |
$273K - $295K
|
27.1K
$16.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-484- 1.17% |
$275K - $298K
|
41K
$25.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-485- 11.36% |
$275K - $298K
|
3.79K
$2.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-485- 1.81% |
$275K - $298K
|
26.4K
$16.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-491- 1.27% |
$279K - $302K
|
38.1K
$23.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-492- 7.2% |
$279K - $302K
|
6.34K
$3.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-493- 12.53% |
$280K - $303K
|
3.44K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-495- 5.78% |
$281K - $304K
|
8.07K
$5.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-504- 18.52% |
$286K - $310K
|
2.22K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-506- 0.32% |
$287K - $311K
|
157K
$97.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-506- 6.36% |
$287K - $311K
|
7.46K
$4.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-507- 1.73% |
$288K - $312K
|
28.9K
$17.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-514- 15.1% |
$292K - $316K
|
2.89K
$1.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-514- 14.28% |
$292K - $316K
|
3.09K
$1.92M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-515- 7.77% |
$292K - $317K
|
6.11K
$3.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-516- 28.09% |
$293K - $317K
|
1.32K
$820K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-519- 2.12% |
$295K - $319K
|
24K
$14.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-522- 8.43% |
$296K - $321K
|
5.67K
$3.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-528- 11.01% |
$300K - $325K
|
4.27K
$2.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-530- 2.72% |
$301K - $326K
|
18.9K
$11.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-535- 18.92% |
$304K - $329K
|
2.29K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
SELL
|
- |
-537- 5.8% |
$305K - $330K
|
8.72K
$5.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-550- 2.06% |
$312K - $338K
|
26.2K
$16.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-554- 14.92% |
$315K - $341K
|
3.16K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-554- 18.24% |
$315K - $341K
|
2.48K
$1.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-556- 24.18% |
$316K - $342K
|
1.74K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-560- 13.1% |
$318K - $344K
|
3.71K
$2.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-562- 0.24% |
$319K - $345K
|
232K
$144M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-566- 8.17% |
$321K - $348K
|
6.36K
$3.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-566- 0.58% |
$321K - $348K
|
97.3K
$60.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-569- 1.22% |
$323K - $350K
|
45.9K
$28.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-572- 1.25% |
$325K - $352K
|
45.2K
$28.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-574- 28.87% |
$326K - $353K
|
1.41K
$878K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-574- 5.22% |
$326K - $353K
|
10.4K
$6.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-574- 51.25% |
$326K - $353K
|
546
$339K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-577- 5.55% |
$328K - $355K
|
9.81K
$6.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
SELL
|
- |
-578- 3.76% |
$328K - $355K
|
14.8K
$9.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-583- 5.75% |
$331K - $358K
|
9.56K
$5.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-593- 2.87% |
$337K - $365K
|
20K
$12.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-598- 10.2% |
$340K - $368K
|
5.26K
$3.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-600- 15.0% |
$341K - $369K
|
3.4K
$2.11M
|