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 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.63K- 2.41% |
$928K - $1M
|
66.2K
$41.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.64K- 44.75% |
$932K - $1.01M
|
2.03K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.68K- 18.93% |
$952K - $1.03M
|
7.18K
$4.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.68K- 44.6% |
$954K - $1.03M
|
2.09K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.75K- 25.07% |
$991K - $1.07M
|
5.22K
$3.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.75K- 1.42% |
$992K - $1.07M
|
121K
$75.1M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.77K- 24.59% |
$1M - $1.09M
|
5.42K
$3.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-1.81K- 3.35% |
$1.03M - $1.11M
|
52.2K
$32.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.81K- 27.27% |
$1.03M - $1.11M
|
4.83K
$3M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.86K- 29.87% |
$1.06M - $1.14M
|
4.37K
$2.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 69.99% |
$1.08M - $1.17M
|
814
$505K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.9K- 3.77% |
$1.08M - $1.17M
|
48.5K
$30.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.93K- 12.74% |
$1.1M - $1.19M
|
13.2K
$8.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.96K- 1.19% |
$1.11M - $1.21M
|
163K
$101M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 14.87% |
$1.15M - $1.25M
|
11.6K
$7.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.06K- 54.86% |
$1.17M - $1.27M
|
1.7K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-2.13K- 94.04% |
$1.21M - $1.31M
|
135
$83.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.15K- 5.53% |
$1.22M - $1.32M
|
36.7K
$22.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 1.79% |
$1.25M - $1.35M
|
121K
$75M
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-2.23K- 4.31% |
$1.27M - $1.37M
|
49.5K
$30.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.24K- 24.42% |
$1.27M - $1.38M
|
6.94K
$4.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.27K- 0.85% |
$1.29M - $1.4M
|
264K
$164M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
SELL
|
- |
-2.33K- 0.75% |
$1.33M - $1.43M
|
307K
$191M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.35K- 0.79% |
$1.33M - $1.45M
|
294K
$182M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.49K- 46.75% |
$1.42M - $1.53M
|
2.84K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.52K- 8.8% |
$1.43M - $1.55M
|
26.1K
$16.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.56K- 1.17% |
$1.45M - $1.57M
|
216K
$134M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.57K- 17.75% |
$1.46M - $1.58M
|
11.9K
$7.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-2.63K- 19.85% |
$1.49M - $1.61M
|
10.6K
$6.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.66K- 10.17% |
$1.51M - $1.63M
|
23.5K
$14.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.7K- 20.42% |
$1.53M - $1.66M
|
10.5K
$6.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-2.71K- 6.27% |
$1.54M - $1.67M
|
40.5K
$25.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-2.76K- 3.85% |
$1.56M - $1.69M
|
68.9K
$42.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
SELL
|
- |
-2.78K- 23.48% |
$1.58M - $1.71M
|
9.06K
$5.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-2.83K- 2.34% |
$1.61M - $1.74M
|
118K
$73.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-2.84K- 46.16% |
$1.61M - $1.74M
|
3.31K
$2.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.86K- 3.35% |
$1.62M - $1.76M
|
82.6K
$51.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.06K- 8.43% |
$1.74M - $1.88M
|
33.2K
$20.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.07K- 31.5% |
$1.74M - $1.89M
|
6.68K
$4.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.08K- 12.9% |
$1.75M - $1.89M
|
20.8K
$12.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.24K- 20.36% |
$1.84M - $1.99M
|
12.7K
$7.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.26K- 11.02% |
$1.85M - $2M
|
26.3K
$16.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.27K- 5.64% |
$1.86M - $2.01M
|
54.7K
$34M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-3.34K- 1.55% |
$1.9M - $2.05M
|
212K
$132M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-3.44K- 7.92% |
$1.95M - $2.12M
|
40K
$24.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.46K- 16.42% |
$1.96M - $2.13M
|
17.6K
$10.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.52K- 18.45% |
$2M - $2.17M
|
15.6K
$9.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-3.54K- 4.63% |
$2.01M - $2.18M
|
73.1K
$45.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.72K- 0.73% |
$2.11M - $2.28M
|
502K
$312M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.74K- 8.85% |
$2.12M - $2.3M
|
38.5K
$23.9M
|