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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.38K+ 12.51% |
$784K - $848K
|
12.4K
$7.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
1.37K+ 9.47% |
$778K - $843K
|
15.9K
$9.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.37K+ 2.65% |
$777K - $842K
|
53.1K
$32.9M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.37K+ 3.22% |
$776K - $840K
|
43.8K
$27.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.36KNew |
$770K - $834K
|
1.36K
$843K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.35K+ 100.3% |
$768K - $832K
|
2.7K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.35K+ 3.46% |
$768K - $832K
|
40.5K
$25.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.35KNew |
$767K - $831K
|
1.35K
$839K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.32KNew |
$751K - $813K
|
1.32K
$821K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.31K+ 82.59% |
$743K - $805K
|
2.89K
$1.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.31K+ 13.97% |
$742K - $803K
|
10.7K
$6.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.29KNew |
$730K - $791K
|
1.29K
$799K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.27K+ 82.57% |
$721K - $781K
|
2.81K
$1.74M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.26K+ 6.7% |
$717K - $776K
|
20.1K
$12.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.26K+ 16.01% |
$713K - $772K
|
9.1K
$5.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.24K+ 1.13% |
$706K - $765K
|
111K
$69.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.24K+ 19.29% |
$705K - $764K
|
7.68K
$4.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.24K+ 3.54% |
$703K - $762K
|
36.3K
$22.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.22K+ 41.9% |
$690K - $748K
|
4.12K
$2.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
1.21K+ 3.85% |
$685K - $742K
|
32.6K
$20.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.2K+ 2.73% |
$680K - $736K
|
45K
$28M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.2K+ 4.96% |
$679K - $735K
|
25.3K
$15.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
1.18K+ 2.63% |
$671K - $727K
|
46.1K
$28.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.18K+ 3.36% |
$671K - $726K
|
36.3K
$22.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.18K+ 11.82% |
$670K - $725K
|
11.2K
$6.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
BUY
|
- |
1.18K+ 3.98% |
$668K - $724K
|
30.7K
$19.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.18K+ 5.41% |
$668K - $724K
|
22.9K
$14.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.18K+ 3.32% |
$668K - $724K
|
36.6K
$22.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.17K+ 2.94% |
$667K - $722K
|
41.1K
$25.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.17K+ 2.84% |
$666K - $721K
|
42.5K
$26.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.17K+ 56.06% |
$661K - $716K
|
3.24K
$2.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.16K+ 45.19% |
$656K - $711K
|
3.71K
$2.31M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.16K+ 58.16% |
$656K - $710K
|
3.14K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.14K+ 16.93% |
$650K - $703K
|
7.9K
$4.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
1.14K+ 18.16% |
$647K - $700K
|
7.41K
$4.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.13K+ 27.31% |
$642K - $695K
|
5.27K
$3.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.13K+ 12.08% |
$639K - $692K
|
10.4K
$6.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.13K+ 23.17% |
$639K - $692K
|
5.98K
$3.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.12KNew |
$636K - $689K
|
1.12K
$696K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.12K+ 11.5% |
$634K - $687K
|
10.8K
$6.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.12K+ 17.24% |
$633K - $685K
|
7.58K
$4.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.09K+ 18.15% |
$621K - $672K
|
7.11K
$4.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 10.0% |
$620K - $671K
|
12K
$7.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.37% |
$618K - $669K
|
80.5K
$50M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.08K+ 7.5% |
$615K - $666K
|
15.5K
$9.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 10.28% |
$614K - $665K
|
11.6K
$7.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
1.07KNew |
$609K - $660K
|
1.07K
$666K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.07K+ 9.65% |
$609K - $660K
|
12.2K
$7.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.05KNew |
$594K - $644K
|
1.05K
$650K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.04K+ 8.82% |
$593K - $642K
|
12.9K
$8M
|