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 3,663 institutions that hold shares in the stock, with a total of 530 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 |
|---|---|---|---|---|---|
|
Suncoast Equity Management
|
Apr 22, 2025 Q1 2025 |
723
shares
|
$415,884
0.04% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
722
shares
|
$415,308
0.11% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
722
shares
|
$415,308
0.44% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
722
shares
|
$415,308
0.36% of portfolio
|
Q1 2025
Added 52.0%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
721
shares
|
$414,733
0.18% of portfolio
|
Q1 2024
Added 14.08%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
721
shares
|
$414,733
0.3% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
718
shares
|
$413,007
0.31% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
714
shares
|
$410,707
0.06% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
713
shares
|
$410,131
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
713
shares
|
$410,131
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
712
shares
|
$409,556
0.25% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
712
shares
|
$409,556
0.07% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
710
shares
|
$408,406
0.26% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
707
shares
|
$406,680
0.3% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
704
shares
|
$404,954
0.16% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
704
shares
|
$404,954
0.22% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
703
shares
|
$404,379
0.12% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
703
shares
|
$404,379
0.29% of portfolio
|
Q2 2025
Reduced 89.99%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
701
shares
|
$403,229
0.18% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
701
shares
|
$403,229
0.11% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
700
shares
|
$402,654
0.25% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
696
shares
|
$400,353
1.46% of portfolio
|
Q3 2022
Added 72.28%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
696
shares
|
$400,353
0.08% of portfolio
|
Q2 2024
Reduced 21.97%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
695
shares
|
$399,777
0.04% of portfolio
|
Q1 2025
Added 27.29%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
695
shares
|
$399,777
0.19% of portfolio
|
Q2 2025
Reduced 1.84%
|