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 3,732 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 $313 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
1,701
shares
|
$1.03 Million
0.14% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
1,700
shares
|
$1.03 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
1,696
shares
|
$1.03 Million
0.48% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
1,684
shares
|
$1.02 Million
0.78% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,683
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
1,681
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Added 47.46%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
1,680
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
1,679
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,671
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,670
shares
|
$1.01 Million
0.34% of portfolio
|
Q2 2025
Reduced 34.25%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
1,670
shares
|
$1.01 Million
0.3% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
1,669
shares
|
$1.01 Million
0.35% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
1,667
shares
|
$1.01 Million
0.18% of portfolio
|
Q2 2025
Added 318.84%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
1,667
shares
|
$1.01 Million
0.5% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
1,660
shares
|
$1 Million
0.24% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Shaker Investments LLC
|
Jul 31, 2025 Q2 2025 |
1,659
shares
|
$1 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
1,655
shares
|
$1 Million
0.29% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
1,655
shares
|
$1 Million
0.86% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,654
shares
|
$1 Million
0.55% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
1,651
shares
|
$999,399
0.23% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1,643
shares
|
$994,557
0.32% of portfolio
|
Q2 2025
Added 48.15%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
1,642
shares
|
$993,951
0.61% of portfolio
|
Q2 2025
Reduced 61.12%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,641
shares
|
$993,346
0.42% of portfolio
|
Q2 2025
Added 101.1%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
1,641
shares
|
$993,346
0.28% of portfolio
|
Q1 2025
Reduced 58.88%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
1,638
shares
|
$991,530
0.79% of portfolio
|
Q1 2025
Reduced 4.77%
|