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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
68,205
shares
|
$39.2 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
68,057
shares
|
$39.1 Million
0.3% of portfolio
|
Q1 2025
Added 192.91%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
67,861
shares
|
$39 Million
1.25% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
67,812
shares
|
$39 Million
5.35% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
67,760
shares
|
$39 Million
0.02% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
67,677
shares
|
$38.9 Million
14.03% of portfolio
|
Q2 2025
New holding
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
67,585
shares
|
$38.9 Million
20.96% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
67,389
shares
|
$38.8 Million
31.91% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
67,270
shares
|
$38.7 Million
1.1% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
66,918
shares
|
$38.5 Million
8.18% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
66,601
shares
|
$38.3 Million
17.37% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
66,570
shares
|
$38.3 Million
4.12% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
66,349
shares
|
$38.2 Million
1.27% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
66,235
shares
|
$38.1 Million
1.32% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
66,199
shares
|
$38.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 70.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
65,584
shares
|
$37.7 Million
0.4% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
65,569
shares
|
$37.7 Million
20.83% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
65,551
shares
|
$37.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
65,494
shares
|
$37.7 Million
8.29% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
65,142
shares
|
$37.5 Million
36.74% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
64,131
shares
|
$36.9 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
64,041
shares
|
$36.8 Million
1.37% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
63,615
shares
|
$36.6 Million
0.78% of portfolio
|
Q1 2025
Added 49.84%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
63,579
shares
|
$36.6 Million
0.48% of portfolio
|
Q1 2025
Reduced 45.19%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
63,569
shares
|
$36.6 Million
1.13% of portfolio
|
Q1 2025
Reduced 16.72%
|