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 |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
84
shares
|
$46,032
0.02% of portfolio
|
Q1 2025
Reduced 38.69%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
83
shares
|
$45,484
0.01% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
81
shares
|
$44,388
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
78
shares
|
$42,744
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
78
shares
|
$42,744
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
73
shares
|
$40,004
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Garland Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
72
shares
|
$39,456
0.03% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
70
shares
|
$38,360
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
69
shares
|
$37,812
0.03% of portfolio
|
Q1 2025
Added 5726.09%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
65
shares
|
$35,620
0.02% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
62
shares
|
$33,976
0.0% of portfolio
|
Q1 2025
Reduced 94.71%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
61
shares
|
$33,428
0.0% of portfolio
|
Q1 2024
Added 1.67%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$32,880
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
57
shares
|
$31,236
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
57
shares
|
$31,236
0.02% of portfolio
|
Q1 2025
Reduced 78.65%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
56
shares
|
$30,688
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
55
shares
|
$30,140
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
42
shares
|
$23,016
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
40
shares
|
$21,920
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
38
shares
|
$20,824
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
38
shares
|
$20,824
0.0% of portfolio
|
Q2 2024
Added 35.71%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
37
shares
|
$20,276
0.01% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
36
shares
|
$19,728
0.01% of portfolio
|
Q4 2022
Reduced 74.1%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
35
shares
|
$19,180
0.0% of portfolio
|
Q1 2025
Reduced 38.6%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
31
shares
|
$16,988
0.01% of portfolio
|
Q4 2021
Added 82.35%
|