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 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.74K- 32.95% |
$2.12M - $2.3M
|
7.61K
$4.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.75K- 33.15% |
$2.13M - $2.31M
|
7.56K
$4.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.82K- 23.65% |
$2.17M - $2.35M
|
12.3K
$7.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-4K- 1.27% |
$2.27M - $2.46M
|
310K
$193M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4K- 75.55% |
$2.27M - $2.46M
|
1.3K
$805K
|
|
|
Nov 06, 2025
Q3 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-4.02K- 1.06% |
$2.28M - $2.47M
|
374K
$232M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.12K- 3.25% |
$2.34M - $2.53M
|
123K
$76.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.22K- 23.46% |
$2.4M - $2.6M
|
13.8K
$8.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4.29K- 46.45% |
$2.44M - $2.64M
|
4.95K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-4.31K- 13.36% |
$2.45M - $2.65M
|
28K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-4.47K- 0.79% |
$2.54M - $2.75M
|
558K
$347M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.62K- 2.41% |
$2.62M - $2.84M
|
187K
$116M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.67K- 1.11% |
$2.65M - $2.87M
|
418K
$259M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-4.7K- 2.32% |
$2.67M - $2.89M
|
198K
$123M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.75K- 13.59% |
$2.7M - $2.92M
|
30.2K
$18.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-4.76K- 21.63% |
$2.7M - $2.92M
|
17.2K
$10.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.86K- 5.7% |
$2.76M - $2.99M
|
80.4K
$50M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.96K- 3.8% |
$2.82M - $3.05M
|
126K
$78M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-5K- 16.78% |
$2.84M - $3.07M
|
24.8K
$15.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.01K- 31.91% |
$2.84M - $3.08M
|
10.7K
$6.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-5.12K- 7.57% |
$2.91M - $3.15M
|
62.6K
$38.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-5.2K- 30.85% |
$2.95M - $3.2M
|
11.7K
$7.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.34K- 1.78% |
$3.03M - $3.28M
|
295K
$183M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5.42K- 40.0% |
$3.08M - $3.33M
|
8.13K
$5.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-5.57K- 89.09% |
$3.16M - $3.42M
|
682
$424K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.58K- 18.15% |
$3.17M - $3.43M
|
25.2K
$15.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-5.61K- 3.66% |
$3.19M - $3.45M
|
148K
$91.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-5.62K- 5.11% |
$3.19M - $3.46M
|
104K
$64.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-5.71K- 36.26% |
$3.24M - $3.51M
|
10K
$6.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-5.74K- 5.61% |
$3.26M - $3.53M
|
96.5K
$59.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5.84K- 5.39% |
$3.32M - $3.59M
|
103K
$63.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.87K- 77.47% |
$3.33M - $3.61M
|
1.71K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.87K- 73.16% |
$3.33M - $3.61M
|
2.16K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.9K- 1.73% |
$3.35M - $3.63M
|
336K
$208M
|
|
|
Nov 06, 2025
Q3 2025
|
Lincoln National Corp
|
SELL
|
- |
-5.99K- 1.54% |
$3.4M - $3.68M
|
383K
$238M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-6.26K- 4.27% |
$3.55M - $3.85M
|
140K
$87.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-6.31K- 4.13% |
$3.58M - $3.88M
|
146K
$91M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-6.36K- 66.5% |
$3.61M - $3.91M
|
3.2K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.65K- 7.92% |
$3.78M - $4.09M
|
77.3K
$48M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7.21K- 80.13% |
$4.09M - $4.43M
|
1.79K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.24K- 13.2% |
$4.11M - $4.45M
|
47.6K
$29.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-7.32K- 7.97% |
$4.15M - $4.5M
|
84.5K
$52.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-7.55K- 19.14% |
$4.29M - $4.64M
|
31.9K
$19.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-7.58K- 32.3% |
$4.3M - $4.66M
|
15.9K
$9.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-7.59K- 11.53% |
$4.31M - $4.66M
|
58.2K
$36.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.61K- 15.95% |
$4.32M - $4.68M
|
40.1K
$24.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-7.88K- 98.33% |
$4.47M - $4.84M
|
134
$83.2K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-8.06K- 8.93% |
$4.57M - $4.95M
|
82.1K
$51M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.1K- 24.13% |
$4.6M - $4.98M
|
25.5K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-8.36K- 70.63% |
$4.74M - $5.14M
|
3.48K
$2.16M
|