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 |
---|---|---|---|---|---|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
873
shares
|
$528,453
0.03% of portfolio
|
Q2 2025
Added 3.19%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
871
shares
|
$527,242
0.2% of portfolio
|
Q2 2025
Added 28.09%
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
869
shares
|
$526,031
0.15% of portfolio
|
Q2 2025
Added 8.49%
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
869
shares
|
$526,031
0.41% of portfolio
|
Q2 2025
Added 0.12%
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
868
shares
|
$525,426
0.21% of portfolio
|
Q4 2023
Added 0.7%
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
868
shares
|
$525,426
0.42% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
867
shares
|
$524,821
0.31% of portfolio
|
Q4 2023
Added 0.58%
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
866
shares
|
$524,215
0.17% of portfolio
|
Q2 2025
Added 1.29%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
866
shares
|
$524,215
0.04% of portfolio
|
Q2 2025
Added 30.62%
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
866
shares
|
$524,215
0.54% of portfolio
|
Q2 2025
New holding
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
865
shares
|
$523,610
0.09% of portfolio
|
Q2 2025
New holding
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
861
shares
|
$521,189
0.07% of portfolio
|
Q1 2025
Added 2.26%
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
859
shares
|
$519,978
0.12% of portfolio
|
Q2 2025
Added 10.84%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
858
shares
|
$519,373
0.13% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
857
shares
|
$518,767
0.03% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
854
shares
|
$516,951
0.1% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
853
shares
|
$516,346
0.18% of portfolio
|
Q2 2025
Added 7.57%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
851
shares
|
$515,135
0.09% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
850
shares
|
$514,530
0.39% of portfolio
|
Q2 2025
Added 10.1%
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
847
shares
|
$512,714
0.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
845
shares
|
$511,503
0.24% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
843
shares
|
$510,293
0.1% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
841
shares
|
$509,082
0.2% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
840
shares
|
$508,477
0.18% of portfolio
|
Q2 2025
Reduced 34.88%
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
838
shares
|
$507,266
0.16% of portfolio
|
Q2 2025
Added 8.27%
|