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 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.08K- 29.88% |
$612K - $663K
|
2.53K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.08K- 3.36% |
$615K - $666K
|
31.1K
$19.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 4.79% |
$615K - $666K
|
21.5K
$13.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.09K- 63.01% |
$619K - $670K
|
640
$397K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.1K- 0.72% |
$625K - $677K
|
151K
$94M
|
|
|
Oct 07, 2025
Q3 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-1.11K- 4.43% |
$627K - $679K
|
23.8K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.11K- 1.67% |
$632K - $685K
|
65.7K
$40.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.15K- 72.01% |
$653K - $707K
|
447
$278K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.15K- 9.42% |
$654K - $708K
|
11.1K
$6.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.15K- 9.8% |
$654K - $708K
|
10.6K
$6.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.15K- 0.79% |
$654K - $708K
|
144K
$89.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.18K- 29.82% |
$672K - $727K
|
2.78K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.19K- 0.37% |
$676K - $732K
|
321K
$199M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.2K- 1.44% |
$678K - $735K
|
81.8K
$50.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.21K- 4.93% |
$685K - $742K
|
23.3K
$14.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.22K- 9.25% |
$690K - $747K
|
11.9K
$7.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.22K- 62.63% |
$690K - $747K
|
725
$450K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-1.28K- 1.35% |
$727K - $787K
|
93.4K
$58M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-1.29K- 0.71% |
$734K - $794K
|
180K
$112M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.29K- 15.86% |
$734K - $795K
|
6.86K
$4.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.29K- 6.41% |
$735K - $795K
|
18.9K
$11.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.31K- 1.27% |
$741K - $802K
|
102K
$63.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.32K- 3.66% |
$748K - $810K
|
34.7K
$21.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.34K- 11.13% |
$758K - $821K
|
10.7K
$6.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.34K- 35.35% |
$758K - $821K
|
2.44K
$1.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.35K- 1.1% |
$766K - $829K
|
122K
$75.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.35K- 7.62% |
$767K - $831K
|
16.4K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.36K- 19.08% |
$773K - $837K
|
5.78K
$3.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.38K- 2.32% |
$786K - $851K
|
58.2K
$36.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.39K- 1.74% |
$790K - $856K
|
78.6K
$48.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.41K- 18.12% |
$798K - $864K
|
6.35K
$3.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.41K- 5.73% |
$798K - $864K
|
23.1K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-1.41K- 2.25% |
$799K - $866K
|
61.2K
$38M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-1.41K- 10.29% |
$801K - $867K
|
12.3K
$7.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.41K- 4.73% |
$802K - $869K
|
28.5K
$17.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.41K- 1.45% |
$802K - $869K
|
95.9K
$59.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-1.42K- 4.57% |
$803K - $870K
|
29.5K
$18.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 26.86% |
$807K - $874K
|
3.87K
$2.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.44K- 1.99% |
$816K - $884K
|
70.8K
$44M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.46K- 0.99% |
$830K - $898K
|
147K
$91.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 1.2% |
$832K - $901K
|
120K
$74.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-1.49K- 5.9% |
$845K - $915K
|
23.7K
$14.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 1.54% |
$852K - $923K
|
96.1K
$59.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.5K- 2.1% |
$853K - $923K
|
70K
$43.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.54K- 2.81% |
$872K - $944K
|
53K
$32.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-1.55K- 4.28% |
$878K - $950K
|
34.6K
$21.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.56K- 35.33% |
$884K - $957K
|
2.85K
$1.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.59K- 16.35% |
$900K - $975K
|
8.12K
$5.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.61K- 1.71% |
$912K - $987K
|
92.5K
$57.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.62K- 7.08% |
$918K - $994K
|
21.2K
$13.2M
|