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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
747
shares
|
$452,181
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
744
shares
|
$450,365
0.13% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
744
shares
|
$450,365
0.12% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
744
shares
|
$450,365
0.2% of portfolio
|
Q2 2025
Added 31.22%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
743
shares
|
$449,760
0.04% of portfolio
|
Q1 2025
Added 70.02%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
743
shares
|
$449,760
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
743
shares
|
$449,760
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
740
shares
|
$447,944
0.2% of portfolio
|
Q4 2023
Reduced 11.9%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
736
shares
|
$445,522
0.15% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
735
shares
|
$444,917
0.05% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
734
shares
|
$444,312
0.09% of portfolio
|
Q2 2025
Added 91.64%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
734
shares
|
$444,312
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
733
shares
|
$443,706
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
731
shares
|
$442,496
0.22% of portfolio
|
Q2 2025
Reduced 43.25%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
731
shares
|
$442,496
0.05% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
729
shares
|
$441,285
0.19% of portfolio
|
Q1 2025
Added 25.91%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
726
shares
|
$439,469
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
725
shares
|
$438,864
0.07% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Suncoast Equity Management
|
Aug 11, 2025 Q2 2025 |
723
shares
|
$437,653
0.04% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
723
shares
|
$437,653
0.17% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
722
shares
|
$437,048
0.0% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
722
shares
|
$437,048
0.44% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
721
shares
|
$436,442
0.18% of portfolio
|
Q1 2024
Added 14.08%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
721
shares
|
$436,442
0.3% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
718
shares
|
$434,626
0.31% of portfolio
|
Q1 2025
Added 4.46%
|