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 3,662 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 |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
105,778
shares
|
$60.8 Million
4.0% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
104,378
shares
|
$60 Million
0.67% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
104,205
shares
|
$59.9 Million
0.82% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
104,062
shares
|
$59.9 Million
3.21% of portfolio
|
Q1 2025
Added 39.77%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
103,336
shares
|
$59.4 Million
2.53% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
103,073
shares
|
$59.3 Million
1.68% of portfolio
|
Q1 2025
Reduced 42.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
102,669
shares
|
$59.1 Million
1.4% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
102,380
shares
|
$58.9 Million
6.58% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
101,304
shares
|
$58.3 Million
26.65% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
100,796
shares
|
$58 Million
0.29% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
100,761
shares
|
$58 Million
0.85% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
100,539
shares
|
$57.8 Million
21.32% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Privium Fund Management (Uk) LTD
|
May 08, 2025 Q1 2025 |
99,735
shares
|
$57.4 Million
39.98% of portfolio
|
Q1 2025
Reduced 25.78%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
99,423
shares
|
$57.2 Million
28.15% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
99,204
shares
|
$57.1 Million
1.69% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
98,618
shares
|
$56.7 Million
0.48% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
97,847
shares
|
$56.3 Million
1.32% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
97,348
shares
|
$56 Million
11.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
97,112
shares
|
$55.9 Million
29.23% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
96,759
shares
|
$55.7 Million
1.05% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
96,746
shares
|
$55.7 Million
0.29% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
96,735
shares
|
$55.6 Million
1.25% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
96,681
shares
|
$55.6 Million
1.15% of portfolio
|
Q1 2025
Added 47.25%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
96,648
shares
|
$55.6 Million
13.18% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
96,643
shares
|
$55.6 Million
1.4% of portfolio
|
Q1 2025
Added 13.58%
|