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 3,717 institutions that hold shares in the stock, with a total of 511 Million shares, which have been reported (via 13F filing form) to have a value of $302 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,435,331
shares
|
$849 Million
46.43% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,412,471
shares
|
$835 Million
56.45% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,382,627
shares
|
$818 Million
0.14% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,359,692
shares
|
$804 Million
0.38% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,358,788
shares
|
$803 Million
24.4% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,343,735
shares
|
$795 Million
0.66% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,323,617
shares
|
$783 Million
3.34% of portfolio
|
Q2 2023
Reduced 89.44%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,314,745
shares
|
$777 Million
5.64% of portfolio
|
Q2 2025
Added 43.66%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
1,279,348
shares
|
$756 Million
18.93% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,247,587
shares
|
$738 Million
0.67% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
1,212,425
shares
|
$717 Million
0.62% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,210,576
shares
|
$716 Million
0.24% of portfolio
|
Q2 2025
Added 20.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,177,459
shares
|
$696 Million
9.63% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,176,167
shares
|
$695 Million
1.55% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,156,835
shares
|
$684 Million
1.55% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,153,704
shares
|
$682 Million
41.05% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
1,145,256
shares
|
$677 Million
8.34% of portfolio
|
Q2 2025
Added 176.02%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,139,076
shares
|
$674 Million
11.19% of portfolio
|
Q3 2022
Added 107.01%
|
|
|
Pandi, LLC
Leawood, KS |
Jul 28, 2025 Q2 2025 |
1,138,934
shares
|
$673 Million
86.58% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
1,132,544
shares
|
$670 Million
23.06% of portfolio
|
Q4 2021
Added 0.01%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,090,394
shares
|
$645 Million
10.81% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,046,936
shares
|
$619 Million
1.34% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,001,434
shares
|
$592 Million
0.9% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Argi Investment Services, LLC
|
Aug 13, 2025 Q2 2025 |
971,841
shares
|
$575 Million
31.69% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
958,611
shares
|
$567 Million
1.84% of portfolio
|
Q2 2025
Added 2.2%
|