Purchases and Sales Made in Q3 2025 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

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
Capital Investment Advisors, LLC

BUY
 -
3.01K
+ 8.95%
$1.71M - $1.85M
36.6K $22.8M
Oct 14, 2025 Q3 2025
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
3.01K
+ 19.39%
$1.71M - $1.85M
18.5K $11.5M
Oct 15, 2025 Q3 2025
Ayalon Insurance Comp Ltd.

BUY
 -
3K
+ 17.61%
$1.7M - $1.84M
20K $12.4M
Oct 10, 2025 Q3 2025
Abound Wealth Management

Franklin, TN
BUY
 -
2.93K
+ 10.42%
$1.66M - $1.8M
31.1K $19.3M
Oct 28, 2025 Q3 2025
Cambridge Capital Management, LLC

O'fallon, IL
BUY
 -
2.91K
+ 21.49%
$1.65M - $1.79M
16.4K $10.2M
Oct 14, 2025 Q3 2025
David Katz Matrix Asset Advisors Inc
BUY
 -
2.86K
+ 11.69%
$1.62M - $1.76M
27.3K $17M
Oct 22, 2025 Q3 2025
Bcs Wealth Management

BUY
 -
2.81K
+ 4.2%
$1.59M - $1.73M
69.7K $43.3M
Oct 27, 2025 Q3 2025
Versant Capital Management, Inc

BUY
 -
2.79K
+ 426.61%
$1.58M - $1.72M
3.44K $2.14M
Oct 27, 2025 Q3 2025
Smith Shellnut Wilson LLC

BUY
 -
2.78K
+ 8.51%
$1.58M - $1.71M
35.5K $22M
Oct 10, 2025 Q3 2025
Red Door Wealth Management, LLC

BUY
 -
2.73K
+ 8.8%
$1.55M - $1.68M
33.8K $21M
Oct 09, 2025 Q3 2025
Trade Well Securities, Llc.

Fort Wayne, IN
BUY
 -
2.68K
+ 2.67%
$1.52M - $1.65M
103K $64.2M
Oct 09, 2025 Q3 2025
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
2.68K
+ 21.51%
$1.52M - $1.65M
15.1K $9.4M
Oct 15, 2025 Q3 2025
Founders Financial Securities LLC

BUY
 -
2.67K
+ 16.03%
$1.51M - $1.64M
19.3K $12M
Nov 03, 2025 Q3 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
2.64K
+ 60.81%
$1.5M - $1.62M
6.98K $4.33M
Oct 20, 2025 Q3 2025
Base Wealth Management LLC

Lakewood Ranch, FL
BUY
 -
2.56K
+ 7.79%
$1.46M - $1.58M
35.5K $22M
Oct 29, 2025 Q3 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.5K
+ 0.29%
$1.42M - $1.54M
878K $545M
Oct 27, 2025 Q3 2025
Optima Capital LLC

Portland, OR
BUY
 -
2.49K
+ 140.2%
$1.41M - $1.53M
4.27K $2.65M
Nov 04, 2025 Q3 2025
Performa LTD (Us), LLC

BUY
 -
2.48K
+ 1.52%
$1.41M - $1.52M
165K $103M
Nov 04, 2025 Q3 2025
Money Concepts Capital Corp

BUY
 -
2.44K
+ 3.16%
$1.39M - $1.5M
79.8K $49.6M
Oct 16, 2025 Q3 2025
Hbw Advisory Services LLC

BUY
 -
2.42K
+ 3.0%
$1.37M - $1.49M
83K $51.6M
Oct 17, 2025 Q3 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.33K
+ 2.27%
$1.32M - $1.43M
105K $65.2M
Nov 05, 2025 Q3 2025
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
2.33K
New
$1.32M - $1.43M
2.33K $1.45M
Oct 16, 2025 Q3 2025
Oldfather Financial Services, LLC

BUY
 -
2.31K
+ 1.96%
$1.31M - $1.42M
120K $74.6M
Oct 31, 2025 Q3 2025
Patron Partners, LLC

BUY
 -
2.31K
+ 525.0%
$1.31M - $1.42M
2.75K $1.71M
Oct 28, 2025 Q3 2025
Wheelhouse Advisory Group LLC

St. Louis, MO
BUY
 -
2.3K
+ 6.07%
$1.31M - $1.41M
40.2K $25M
Nov 05, 2025 Q3 2025
Sensible Financial Planning & Management, Llc.

BUY
 -
2.28K
+ 5.33%
$1.29M - $1.4M
45K $28M
Oct 29, 2025 Q3 2025
Rede Wealth, LLC

BUY
 -
2.26K
New
$1.28M - $1.39M
2.26K $1.4M
Nov 03, 2025 Q3 2025
Absolute Capital Management, LLC

BUY
 -
2.24K
+ 71.73%
$1.27M - $1.38M
5.36K $3.33M
Oct 10, 2025 Q3 2025
Castleview Partners, LLC

Dallas, TX
BUY
 -
2.21K
+ 126.82%
$1.25M - $1.36M
3.95K $2.45M
Oct 08, 2025 Q3 2025
Sheets Smith Investment Management

Houston, TX
BUY
 -
2.2K
New
$1.25M - $1.35M
2.2K $1.37M
Oct 16, 2025 Q3 2025
Mezzasalma Advisors, LLC

BUY
 -
2.14K
+ 61.19%
$1.21M - $1.31M
5.63K $3.5M
Oct 03, 2025 Q3 2025
Summit Financial Wealth Advisors, LLC

BUY
 -
2.09K
+ 55.97%
$1.18M - $1.28M
5.81K $3.61M
Oct 07, 2025 Q3 2025
Doliver Advisors, LP

Houston, TX
BUY
 -
2.06K
New
$1.17M - $1.27M
2.06K $1.28M
Oct 21, 2025 Q3 2025
Discipline Wealth Solutions, LLC

Greenville, SC
BUY
 -
2.05K
+ 11.39%
$1.16M - $1.26M
20K $12.4M
Oct 30, 2025 Q3 2025
Bailard, Inc.

BUY
 -
2.04K
+ 2.07%
$1.16M - $1.26M
100K $62.4M
Nov 03, 2025 Q3 2025
Welch & Forbes LLC

BUY
 -
2.02K
+ 64.19%
$1.14M - $1.24M
5.15K $3.2M
Oct 10, 2025 Q3 2025
Kathleen S. Wright Associates Inc.

BUY
 -
2.01K
+ 4.44%
$1.14M - $1.24M
47.3K $29.4M
Nov 06, 2025 Q3 2025
Krilogy Financial LLC

BUY
 -
1.98K
New
$1.13M - $1.22M
1.98K $1.23M
Oct 29, 2025 Q3 2025
Birinyi Associates Inc

BUY
 -
1.98K
+ 19.27%
$1.12M - $1.22M
12.3K $7.61M
Oct 29, 2025 Q3 2025
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
1.96K
New
$1.11M - $1.21M
1.96K $1.22M
Oct 22, 2025 Q3 2025
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1.93K
+ 4.59%
$1.1M - $1.19M
44.1K $27.4M
Oct 14, 2025 Q3 2025
Old National Bancorp

BUY
 -
1.93K
+ 0.37%
$1.1M - $1.19M
529K $328M
Oct 16, 2025 Q3 2025
Sheets Smith Wealth Management

BUY
 -
1.9K
+ 2.75%
$1.08M - $1.17M
71.1K $44.2M
Oct 22, 2025 Q3 2025
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
1.9K
+ 1.8%
$1.08M - $1.17M
108K $66.8M
Oct 15, 2025 Q3 2025
Cwm, LLC

BUY
 -
1.89K
+ 0.83%
$1.07M - $1.16M
229K $142M
Oct 31, 2025 Q3 2025
First Citizens Bank & Trust CO

BUY
 -
1.89K
+ 3.99%
$1.07M - $1.16M
49.2K $30.5M
Oct 30, 2025 Q3 2025
Flagship Wealth Advisors, LLC

Wakefield, MA
BUY
 -
1.86K
+ 24.38%
$1.05M - $1.14M
9.47K $5.88M
Oct 15, 2025 Q3 2025
Blue Zone Wealth Advisors, LLC

BUY
 -
1.85K
+ 344.4%
$1.05M - $1.13M
2.38K $1.48M
Oct 02, 2025 Q3 2025
Bank Of New Hampshire

BUY
 -
1.79K
+ 11.65%
$1.02M - $1.1M
17.2K $10.7M

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