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 |
---|---|---|---|---|---|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
41,969
shares
|
$24.1 Million
8.94% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Apr 23, 2025 Q1 2025 |
41,903
shares
|
$24.1 Million
12.16% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
41,791
shares
|
$24 Million
9.87% of portfolio
|
Q1 2025
Added 8.57%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
41,503
shares
|
$23.9 Million
0.68% of portfolio
|
Q4 2023
New holding
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
41,464
shares
|
$23.9 Million
19.29% of portfolio
|
Q1 2025
Added 7.94%
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
41,271
shares
|
$23.7 Million
1.0% of portfolio
|
Q1 2025
Added 14.4%
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
41,192
shares
|
$23.7 Million
11.42% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
41,015
shares
|
$23.6 Million
9.89% of portfolio
|
Q1 2025
Added 2.77%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
41,008
shares
|
$23.6 Million
0.6% of portfolio
|
Q1 2025
Reduced 27.12%
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
40,946
shares
|
$23.6 Million
7.39% of portfolio
|
Q1 2025
Added 0.1%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
40,945
shares
|
$23.6 Million
0.21% of portfolio
|
Q2 2025
Added 26.13%
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
40,833
shares
|
$23.5 Million
2.47% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,830
shares
|
$23.5 Million
2.03% of portfolio
|
Q1 2025
Reduced 68.84%
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
40,792
shares
|
$23.5 Million
9.76% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
40,675
shares
|
$23.4 Million
2.14% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
40,572
shares
|
$23.3 Million
10.78% of portfolio
|
Q1 2025
Added 4.92%
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
40,567
shares
|
$23.3 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
40,535
shares
|
$23.3 Million
2.04% of portfolio
|
Q2 2025
Added 1.77%
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
40,488
shares
|
$23.3 Million
3.28% of portfolio
|
Q1 2025
Added 3.38%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
40,128
shares
|
$23.1 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
40,097
shares
|
$23.1 Million
4.11% of portfolio
|
Q1 2025
Added 3.22%
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
40,096
shares
|
$23.1 Million
6.94% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
40,080
shares
|
$23.1 Million
10.54% of portfolio
|
Q2 2025
Added 5.1%
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
39,818
shares
|
$22.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
39,795
shares
|
$22.9 Million
18.47% of portfolio
|
Q1 2025
Added 3.1%
|