Institutional Ownership 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). We have compiled data on the 3,719 institutions that hold shares in the stock, with a total of 516 Million shares, which have been reported (via 13F filing form) to have a value of $305 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
251,324
shares
|
$149 Million
1.61% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
250,626
shares
|
$148 Million
3.23% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
247,737
shares
|
$146 Million
11.12% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
247,585
shares
|
$146 Million
6.06% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
246,237
shares
|
$146 Million
3.37% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
246,237
shares
|
$146 Million
2.86% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
245,834
shares
|
$145 Million
21.45% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
245,786
shares
|
$145 Million
10.2% of portfolio
|
Q3 2021
Added 4.2%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
243,945
shares
|
$144 Million
0.62% of portfolio
|
Q2 2025
Added 32.82%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
243,696
shares
|
$144 Million
10.76% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
241,627
shares
|
$143 Million
1.72% of portfolio
|
Q4 2023
Added 2.27%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
240,799
shares
|
$142 Million
0.99% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
239,365
shares
|
$142 Million
38.92% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
239,109
shares
|
$141 Million
34.59% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
236,572
shares
|
$140 Million
0.8% of portfolio
|
Q2 2025
Reduced 42.39%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
232,397
shares
|
$137 Million
33.35% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
231,910
shares
|
$137 Million
1.86% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
227,063
shares
|
$134 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
226,587
shares
|
$134 Million
11.54% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
226,536
shares
|
$134 Million
0.64% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
223,470
shares
|
$132 Million
3.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
218,751
shares
|
$129 Million
2.84% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
218,394
shares
|
$129 Million
4.8% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
218,351
shares
|
$129 Million
2.0% of portfolio
|
Q3 2022
Added 9.68%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
218,102
shares
|
$129 Million
1.69% of portfolio
|
Q2 2025
Reduced 21.37%
|