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 |
|---|---|---|---|---|---|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
647
shares
|
$372,167
0.43% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
643
shares
|
$369,866
0.28% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
641
shares
|
$368,716
0.16% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
641
shares
|
$368,716
1.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
641
shares
|
$368,716
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
639
shares
|
$367,565
0.11% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
639
shares
|
$367,565
0.29% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
639
shares
|
$367,565
0.26% of portfolio
|
Q2 2025
Added 37.72%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
639
shares
|
$367,565
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
638
shares
|
$366,990
0.22% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
635
shares
|
$365,264
0.1% of portfolio
|
Q1 2025
Added 21.41%
|
|
|
Ayrshire Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
631
shares
|
$362,963
0.18% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
631
shares
|
$362,963
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
630
shares
|
$362,388
0.25% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
628
shares
|
$361,238
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
628
shares
|
$361,238
0.07% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
627
shares
|
$360,662
0.19% of portfolio
|
Q1 2025
Added 65.44%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
627
shares
|
$360,662
0.13% of portfolio
|
Q2 2025
Added 55.97%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
626
shares
|
$360,087
0.07% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
626
shares
|
$360,087
0.15% of portfolio
|
Q2 2025
Reduced 13.77%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
624
shares
|
$358,937
0.05% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
623
shares
|
$358,362
0.27% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
623
shares
|
$358,362
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
622
shares
|
$357,786
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
622
shares
|
$357,786
0.09% of portfolio
|
Q2 2025
Reduced 33.62%
|