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 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
751New |
$426K - $462K
|
751
$466K
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
745+ 2.66% |
$423K - $458K
|
28.7K
$17.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
743+ 2.27% |
$422K - $457K
|
33.5K
$20.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
738New |
$419K - $454K
|
738
$458K
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
737+ 10.73% |
$418K - $453K
|
7.6K
$4.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
733New |
$416K - $451K
|
733
$455K
|
|
|
Oct 14, 2025
Q3 2025
|
Community Bank Of Raymore
|
BUY
|
- |
727+ 8.14% |
$413K - $447K
|
9.66K
$6M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
727+ 12.32% |
$413K - $447K
|
6.63K
$4.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
724+ 6.01% |
$411K - $445K
|
12.8K
$7.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
723+ 12.93% |
$410K - $444K
|
6.31K
$3.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
721+ 52.47% |
$409K - $443K
|
2.1K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
720+ 29.8% |
$409K - $443K
|
3.14K
$1.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
714+ 4.37% |
$405K - $439K
|
17K
$10.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
707+ 0.94% |
$401K - $435K
|
76K
$47.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
704New |
$400K - $433K
|
704
$437K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
695New |
$395K - $427K
|
695
$432K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
688+ 3.37% |
$391K - $423K
|
21.1K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
685+ 20.2% |
$389K - $421K
|
4.08K
$2.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
683New |
$388K - $420K
|
683
$424K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
668New |
$379K - $411K
|
668
$415K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
662+ 67.07% |
$376K - $407K
|
1.65K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
659+ 1.57% |
$374K - $405K
|
42.7K
$26.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
650+ 4.44% |
$369K - $400K
|
15.3K
$9.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
648+ 1.8% |
$368K - $398K
|
36.6K
$22.7M
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
647+ 10.58% |
$367K - $398K
|
6.76K
$4.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
646+ 86.48% |
$367K - $397K
|
1.39K
$865K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
641New |
$364K - $394K
|
641
$398K
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
641+ 9.01% |
$364K - $394K
|
7.76K
$4.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
638+ 26.64% |
$362K - $392K
|
3.03K
$1.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
634+ 19.44% |
$360K - $390K
|
3.9K
$2.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
634+ 3.05% |
$360K - $390K
|
21.4K
$13.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
633New |
$359K - $389K
|
633
$393K
|
|
|
Oct 28, 2025
Q3 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
632New |
$359K - $389K
|
632
$392K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
623+ 7.44% |
$354K - $383K
|
9K
$5.59M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
618+ 1.7% |
$351K - $380K
|
37K
$23M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
618+ 8.59% |
$351K - $380K
|
7.81K
$4.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
616+ 14.93% |
$350K - $379K
|
4.74K
$2.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
615+ 16.03% |
$349K - $378K
|
4.45K
$2.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
612+ 15.33% |
$347K - $376K
|
4.6K
$2.86M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
611+ 5.52% |
$347K - $376K
|
11.7K
$7.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
609+ 38.45% |
$346K - $374K
|
2.19K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
605+ 1.91% |
$344K - $372K
|
32.2K
$20M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
602+ 14.49% |
$342K - $370K
|
4.76K
$2.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
600+ 4.07% |
$341K - $369K
|
15.4K
$9.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
595+ 2.84% |
$338K - $366K
|
21.6K
$13.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
594+ 0.64% |
$337K - $365K
|
93.9K
$58.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
594New |
$337K - $365K
|
594
$369K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
594+ 17.49% |
$337K - $365K
|
3.99K
$2.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
593+ 0.96% |
$337K - $365K
|
62.6K
$38.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
592New |
$336K - $364K
|
592
$368K
|