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
|
Spire Wealth Management
|
BUY
|
- |
4.69K+ 13.32% |
$2.66M - $2.88M
|
39.9K
$24.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.68K+ 21.47% |
$2.65M - $2.87M
|
26.5K
$16.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.65K+ 2.8% |
$2.64M - $2.86M
|
171K
$106M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.63K+ 2.68% |
$2.63M - $2.85M
|
178K
$110M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.62K+ 11.16% |
$2.62M - $2.84M
|
46K
$28.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.54K+ 3.01% |
$2.58M - $2.79M
|
155K
$96.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.51KNew |
$2.56M - $2.78M
|
4.51K
$2.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.48K+ 5.2% |
$2.55M - $2.76M
|
90.6K
$56.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.47K+ 555.78% |
$2.54M - $2.75M
|
5.28K
$3.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.45K+ 11.93% |
$2.53M - $2.74M
|
41.8K
$25.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.43K+ 1.35% |
$2.51M - $2.72M
|
332K
$206M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.33K+ 136.42% |
$2.46M - $2.66M
|
7.51K
$4.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 322.16% |
$2.46M - $2.66M
|
5.68K
$3.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.3K+ 3.27% |
$2.44M - $2.65M
|
136K
$84.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.29K+ 4.95% |
$2.43M - $2.64M
|
90.9K
$56.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.17K+ 5.91% |
$2.37M - $2.56M
|
74.6K
$46.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.16K+ 4.83% |
$2.36M - $2.55M
|
90.2K
$56M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.09K+ 23.68% |
$2.32M - $2.52M
|
21.4K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.05K+ 22.01% |
$2.3M - $2.49M
|
22.5K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.04KNew |
$2.29M - $2.48M
|
4.04K
$2.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.03K+ 12.41% |
$2.29M - $2.48M
|
36.5K
$22.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.99K+ 22.87% |
$2.26M - $2.45M
|
21.4K
$13.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.97K+ 6.25% |
$2.25M - $2.44M
|
67.4K
$41.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
3.95K+ 0.41% |
$2.24M - $2.43M
|
976K
$606M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.91K+ 35.89% |
$2.22M - $2.4M
|
14.8K
$9.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.9K+ 4.46% |
$2.22M - $2.4M
|
91.4K
$56.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.86K+ 27.99% |
$2.19M - $2.37M
|
17.7K
$11M
|
|
|
Oct 15, 2025
Q3 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3.85K+ 5.09% |
$2.19M - $2.37M
|
79.6K
$49.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.84K+ 267.36% |
$2.18M - $2.36M
|
5.28K
$3.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.84K+ 43.39% |
$2.18M - $2.36M
|
12.7K
$7.88M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.8K+ 78.94% |
$2.16M - $2.34M
|
8.61K
$5.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.78K+ 69.57% |
$2.14M - $2.32M
|
9.2K
$5.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.76K+ 93.34% |
$2.13M - $2.31M
|
7.79K
$4.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
3.75K+ 6.25% |
$2.13M - $2.3M
|
63.7K
$39.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.72K+ 37.99% |
$2.11M - $2.29M
|
13.5K
$8.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.71K+ 3.45% |
$2.11M - $2.28M
|
111K
$69M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.7K+ 69.79% |
$2.1M - $2.27M
|
9K
$5.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.52K+ 11.53% |
$2M - $2.16M
|
34K
$21.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
3.5K+ 7.25% |
$1.99M - $2.15M
|
51.8K
$32.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.46K+ 41.19% |
$1.96M - $2.13M
|
11.9K
$7.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.39K+ 41.96% |
$1.92M - $2.08M
|
11.5K
$7.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.37K+ 0.63% |
$1.92M - $2.07M
|
538K
$334M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
3.37K+ 5.99% |
$1.91M - $2.07M
|
59.6K
$37M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.3K+ 1.82% |
$1.87M - $2.03M
|
184K
$115M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.26K+ 22.13% |
$1.85M - $2.01M
|
18K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.21K+ 17.92% |
$1.82M - $1.97M
|
21.1K
$13.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.18K+ 124.36% |
$1.8M - $1.95M
|
5.73K
$3.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3.15K+ 207.3% |
$1.79M - $1.94M
|
4.67K
$2.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
3.14K+ 2.28% |
$1.78M - $1.93M
|
141K
$87.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.04KNew |
$1.72M - $1.87M
|
3.04K
$1.88M
|