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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
117,290
shares
|
$67.5 Million
6.19% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
William Marsh Rice University
|
Jul 16, 2025 Q2 2025 |
116,799
shares
|
$67.2 Million
47.25% of portfolio
|
Q2 2025
Reduced 60.05%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
116,646
shares
|
$67.1 Million
0.92% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
116,235
shares
|
$66.9 Million
27.45% of portfolio
|
Q2 2025
Added 36.62%
|
|
|
Fortune 45 LLC
|
May 15, 2025 Q1 2025 |
115,349
shares
|
$66.4 Million
38.98% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
115,143
shares
|
$66.2 Million
29.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
115,068
shares
|
$66.2 Million
7.12% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
114,832
shares
|
$66.1 Million
45.16% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
113,697
shares
|
$65.4 Million
21.7% of portfolio
|
Q2 2025
Added 26.94%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
113,563
shares
|
$65.3 Million
6.33% of portfolio
|
Q1 2025
Added 77.59%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
113,364
shares
|
$65.2 Million
6.46% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
113,006
shares
|
$65 Million
13.05% of portfolio
|
Q1 2024
Added 9.96%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
112,384
shares
|
$64.6 Million
1.86% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
111,675
shares
|
$64.2 Million
9.48% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
111,129
shares
|
$63.9 Million
1.93% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
110,227
shares
|
$63.4 Million
4.82% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
110,107
shares
|
$63.3 Million
23.48% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
110,010
shares
|
$63.3 Million
12.27% of portfolio
|
Q1 2025
Reduced 21.84%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
109,294
shares
|
$62.9 Million
19.35% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
109,172
shares
|
$62.8 Million
1.58% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
108,363
shares
|
$62.3 Million
0.97% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
108,216
shares
|
$62.2 Million
0.94% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
107,663
shares
|
$61.9 Million
5.04% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
107,535
shares
|
$61.9 Million
0.62% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
106,649
shares
|
$61.3 Million
13.47% of portfolio
|
Q4 2023
Added 5408.73%
|