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 3,732 institutions that hold shares in the stock, with a total of 516 Million shares, which have been reported (via 13F filing form) to have a value of $313 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
102,669
shares
|
$62.1 Million
1.4% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
102,566
shares
|
$62.1 Million
0.89% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
102,192
shares
|
$61.9 Million
11.29% of portfolio
|
Q2 2025
Reduced 50.28%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
101,616
shares
|
$61.5 Million
1.81% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
100,813
shares
|
$61 Million
1.32% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Silphium Asset Management LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
99,530
shares
|
$60.2 Million
20.14% of portfolio
|
Q2 2025
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
99,423
shares
|
$60.2 Million
28.15% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
98,684
shares
|
$59.7 Million
21.08% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
98,618
shares
|
$59.7 Million
0.48% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
98,445
shares
|
$59.6 Million
1.33% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
98,395
shares
|
$59.6 Million
24.87% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
97,886
shares
|
$59.3 Million
15.07% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Safir Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
97,606
shares
|
$59.1 Million
41.04% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
97,348
shares
|
$58.9 Million
11.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
96,648
shares
|
$58.5 Million
13.18% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,945
shares
|
$58.1 Million
0.05% of portfolio
|
Q3 2022
Added 24.33%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
95,875
shares
|
$58 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
94,879
shares
|
$57.4 Million
0.06% of portfolio
|
Q2 2025
Added 82.09%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
94,673
shares
|
$57.3 Million
7.71% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
94,561
shares
|
$57.2 Million
19.42% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
94,495
shares
|
$57.2 Million
4.05% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
94,258
shares
|
$57.1 Million
1.29% of portfolio
|
Q2 2025
Reduced 49.25%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
94,121
shares
|
$57 Million
25.18% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Aug 11, 2025 Q2 2025 |
94,007
shares
|
$56.9 Million
8.22% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Wit, LLC
District Of Columbia, DC |
Aug 14, 2025 Q2 2025 |
93,476
shares
|
$56.6 Million
1.35% of portfolio
|
Q2 2025
Added 6.41%
|