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 3,636 institutions that hold shares in the stock, with a total of 526 Million shares, which have been reported (via 13F filing form) to have a value of $288 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
166,308
shares
|
$91.1 Million
9.13% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
165,296
shares
|
$90.6 Million
19.73% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
164,948
shares
|
$90.4 Million
60.37% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
164,345
shares
|
$90.1 Million
9.62% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Ironclad Investments LLC
Maitland, FL |
May 15, 2025 Q1 2025 |
164,258
shares
|
$90 Million
47.52% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
163,208
shares
|
$89.4 Million
11.35% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
161,930
shares
|
$88.7 Million
1.93% of portfolio
|
Q1 2024
Added 15.4%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
161,780
shares
|
$88.7 Million
4.15% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
160,701
shares
|
$88.1 Million
8.78% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
160,388
shares
|
$87.9 Million
21.09% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
158,246
shares
|
$86.7 Million
3.19% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
157,160
shares
|
$86.1 Million
17.46% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
155,377
shares
|
$85.1 Million
2.79% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
155,241
shares
|
$85.1 Million
1.22% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
154,500
shares
|
$84.7 Million
26.41% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
154,170
shares
|
$84.5 Million
0.98% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
153,937
shares
|
$84.4 Million
0.85% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
153,631
shares
|
$84.2 Million
11.78% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
153,540
shares
|
$84.1 Million
18.73% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
152,385
shares
|
$83.5 Million
19.63% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
151,583
shares
|
$83.1 Million
17.87% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
151,113
shares
|
$82.8 Million
14.69% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
150,079
shares
|
$82.2 Million
13.67% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
149,746
shares
|
$82.1 Million
0.08% of portfolio
|
Q1 2025
Added 24.96%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
149,699
shares
|
$82 Million
4.27% of portfolio
|
Q1 2025
Added 3.64%
|