Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
William Marsh Rice University
|
BUY
|
- |
87.6K+ 75.01% |
$52.6M - $55.4M
|
204K
$126M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
59.8K+ 7.23% |
$35.9M - $37.8M
|
888K
$548M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
55.8K+ 12.32% |
$33.5M - $35.3M
|
509K
$315M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
48.6K+ 17.1% |
$29.2M - $30.7M
|
333K
$205M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
47.2KNew |
$28.3M - $29.8M
|
47.2K
$29.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
38.7K+ 41.0% |
$23.2M - $24.4M
|
133K
$82.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
BUY
|
- |
34.7K+ 351.44% |
$20.9M - $22M
|
44.6K
$27.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.8K+ 114.77% |
$19.7M - $20.7M
|
61.4K
$38M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
23.7K+ 69.84% |
$14.2M - $15M
|
57.6K
$35.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
22.8KNew |
$13.7M - $14.4M
|
22.8K
$14.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
21.5K+ 107.5% |
$12.9M - $13.6M
|
41.6K
$25.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
16.8K+ 9.84% |
$10.1M - $10.6M
|
188K
$116M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.8K+ 222.2% |
$9.49M - $9.99M
|
22.9K
$14.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
14.5K+ 5.55% |
$8.72M - $9.18M
|
276K
$171M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
12.8KNew |
$7.67M - $8.07M
|
12.8K
$7.89M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
11.1K+ 19.64% |
$6.69M - $7.04M
|
67.9K
$42M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
10.6K+ 22.29% |
$6.38M - $6.71M
|
58.2K
$36M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
10.5KNew |
$6.33M - $6.66M
|
10.5K
$6.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
10K+ 8.12% |
$6.03M - $6.35M
|
134K
$82.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
9.43K+ 193.49% |
$5.66M - $5.96M
|
14.3K
$8.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.97K+ 74.7% |
$5.39M - $5.67M
|
21K
$13M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
8.62KNew |
$5.18M - $5.45M
|
8.62K
$5.32M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.59K+ 18.54% |
$5.16M - $5.43M
|
54.9K
$33.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
7.93K+ 12.7% |
$4.76M - $5.01M
|
70.4K
$43.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
7.47KNew |
$4.48M - $4.72M
|
7.47K
$4.61M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
7.26KNew |
$4.36M - $4.58M
|
7.26K
$4.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
7.21K+ 16.15% |
$4.33M - $4.56M
|
51.9K
$32.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.24K+ 27.8% |
$3.75M - $3.94M
|
28.7K
$17.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
5.74K+ 8.51% |
$3.44M - $3.62M
|
73.2K
$45.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
5.55K+ 16.31% |
$3.33M - $3.51M
|
39.6K
$24.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.21K+ 32.75% |
$3.13M - $3.29M
|
21.1K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
4.99K+ 5.11% |
$3M - $3.15M
|
103K
$63.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4.94K+ 12.72% |
$2.97M - $3.12M
|
43.8K
$27M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.76K+ 33.51% |
$2.86M - $3.01M
|
19K
$11.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Defender Capital, Llc.
|
BUY
|
- |
4.75KNew |
$2.85M - $3M
|
4.75K
$2.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4.64K+ 5.24% |
$2.78M - $2.93M
|
93.1K
$57.5M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.49K+ 1.84% |
$2.7M - $2.84M
|
249K
$154M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.31K+ 1.07% |
$2.59M - $2.73M
|
406K
$251M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.2K+ 9.54% |
$2.52M - $2.65M
|
48.2K
$29.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.17K+ 0.47% |
$2.5M - $2.63M
|
882K
$545M
|
|
|
Jan 09, 2026
Q4 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
4.15K+ 10.36% |
$2.49M - $2.62M
|
44.2K
$27.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.07K+ 10.86% |
$2.45M - $2.57M
|
41.6K
$25.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.42K+ 7.03% |
$2.05M - $2.16M
|
52K
$32.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.38K+ 5.95% |
$2.03M - $2.13M
|
60.1K
$37.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
3.3K+ 103.03% |
$1.98M - $2.09M
|
6.51K
$4.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
3.26K+ 23314.29% |
$1.96M - $2.06M
|
3.28K
$2.03M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.05KNew |
$1.83M - $1.93M
|
3.05K
$1.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.02K+ 23.22% |
$1.82M - $1.91M
|
16K
$9.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.99KNew |
$1.79M - $1.89M
|
2.99K
$1.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.89KNew |
$1.74M - $1.83M
|
2.89K
$1.79M
|
|