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 |
---|---|---|---|---|---|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
127
shares
|
$69,596
0.03% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
126
shares
|
$69,048
0.05% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
123
shares
|
$67,404
0.01% of portfolio
|
Q1 2025
Added 373.08%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
121
shares
|
$66,308
0.04% of portfolio
|
Q4 2023
New holding
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
120
shares
|
$65,760
0.02% of portfolio
|
Q1 2025
Added 207.69%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
116
shares
|
$63,568
0.06% of portfolio
|
Q4 2024
New holding
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
115
shares
|
$63,020
0.02% of portfolio
|
Q4 2024
New holding
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
114
shares
|
$62,472
0.05% of portfolio
|
Q4 2024
New holding
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
110
shares
|
$60,280
0.04% of portfolio
|
Q1 2022
Reduced 80.36%
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
106
shares
|
$58,088
0.04% of portfolio
|
Q4 2024
New holding
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
104
shares
|
$56,992
0.03% of portfolio
|
Q1 2025
Reduced 40.91%
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
104
shares
|
$56,992
0.02% of portfolio
|
Q3 2024
New holding
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
103
shares
|
$56,444
0.03% of portfolio
|
Q1 2023
Added 0.98%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
103
shares
|
$56,444
0.04% of portfolio
|
Q1 2025
Added 232.26%
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
102
shares
|
$55,896
0.04% of portfolio
|
Q4 2024
Added 27.5%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
101
shares
|
$55,348
0.04% of portfolio
|
Q4 2024
Reduced 97.26%
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
101
shares
|
$55,348
0.01% of portfolio
|
Q1 2025
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
99
shares
|
$54,252
0.02% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
99
shares
|
$54,252
0.05% of portfolio
|
Q1 2025
Reduced 71.71%
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
98
shares
|
$53,704
0.01% of portfolio
|
Q1 2025
New holding
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
95
shares
|
$52,060
0.04% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
91
shares
|
$49,868
0.03% of portfolio
|
Q1 2025
Added 333.33%
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
90
shares
|
$49,320
0.02% of portfolio
|
Q1 2025
Added 3.45%
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
90
shares
|
$49,320
0.03% of portfolio
|
Q1 2025
Added 83.67%
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
89
shares
|
$48,772
0.04% of portfolio
|
Q1 2025
Reduced 8.25%
|