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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
50,920
shares
|
$29.3 Million
1.51% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
50,847
shares
|
$29.2 Million
13.12% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
50,428
shares
|
$29 Million
10.48% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
50,360
shares
|
$29 Million
2.42% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
50,238
shares
|
$28.9 Million
0.37% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,140
shares
|
$28.8 Million
0.71% of portfolio
|
Q3 2022
Reduced 2.3%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
50,118
shares
|
$28.8 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
50,011
shares
|
$28.8 Million
1.55% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Trb Advisors LP
New York, NY |
Apr 22, 2025 Q1 2025 |
50,000
shares
|
$28.8 Million
12.61% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
49,723
shares
|
$28.6 Million
10.28% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Diana Davis Spencer Foundation
Bethesda, MD |
May 09, 2025 Q1 2025 |
49,675
shares
|
$28.6 Million
8.87% of portfolio
|
Q2 2024
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
49,495
shares
|
$28.5 Million
23.58% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
49,491
shares
|
$28.5 Million
23.77% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
49,426
shares
|
$28.4 Million
1.86% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
49,215
shares
|
$28.3 Million
8.49% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
48,938
shares
|
$28.2 Million
1.49% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
48,911
shares
|
$28.1 Million
0.57% of portfolio
|
Q2 2025
Added 23.57%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
48,897
shares
|
$28.1 Million
5.96% of portfolio
|
Q1 2025
Reduced 33.62%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
48,772
shares
|
$28.1 Million
1.1% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
48,672
shares
|
$28 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
48,358
shares
|
$27.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
48,200
shares
|
$27.7 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
47,718
shares
|
$27.4 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
47,558
shares
|
$27.4 Million
2.77% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
46,860
shares
|
$27 Million
0.41% of portfolio
|
Q1 2025
Added 0.18%
|