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 3,636 institutions that hold shares in the stock, with a total of 526 Million shares, which have been reported (via 13F filing form) to have a value of $288 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
249,022
shares
|
$136 Million
30.75% of portfolio
|
Q1 2025
Added 102.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
248,634
shares
|
$136 Million
1.28% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
247,806
shares
|
$136 Million
4.49% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
245,863
shares
|
$135 Million
7.28% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
245,834
shares
|
$135 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
|
$135 Million
10.2% of portfolio
|
Q3 2021
Added 4.2%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
243,585
shares
|
$133 Million
10.25% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
243,415
shares
|
$133 Million
5.94% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
242,032
shares
|
$133 Million
8.13% of portfolio
|
Q1 2025
Added 91.54%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
241,840
shares
|
$133 Million
3.11% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
241,627
shares
|
$132 Million
1.72% of portfolio
|
Q4 2023
Added 2.27%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
240,875
shares
|
$132 Million
3.48% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
238,906
shares
|
$131 Million
34.66% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
237,025
shares
|
$130 Million
1.18% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
235,168
shares
|
$129 Million
36.63% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
235,000
shares
|
$129 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
233,475
shares
|
$128 Million
1.38% of portfolio
|
Q1 2025
Added 383.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
232,376
shares
|
$127 Million
2.9% of portfolio
|
Q1 2025
Added 24.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
232,147
shares
|
$127 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
227,621
shares
|
$125 Million
0.96% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
225,575
shares
|
$124 Million
3.12% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
225,301
shares
|
$123 Million
11.15% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
225,163
shares
|
$123 Million
1.72% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
223,599
shares
|
$123 Million
2.3% of portfolio
|
Q1 2025
Added 375.56%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
220,752
shares
|
$121 Million
31.92% of portfolio
|
Q1 2025
Added 0.1%
|