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 3,636 institutions that hold shares in the stock, with a total of 526 Million shares, which have been reported (via 13F filing form) to have a value of $288 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
1,392,132
shares
|
$763 Million
25.2% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
1,377,212
shares
|
$755 Million
0.75% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,323,617
shares
|
$725 Million
3.34% of portfolio
|
Q2 2023
Reduced 89.44%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,321,307
shares
|
$724 Million
0.64% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,290,723
shares
|
$707 Million
57.21% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,261,106
shares
|
$691 Million
0.12% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,259,835
shares
|
$690 Million
0.34% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,204,960
shares
|
$660 Million
0.62% of portfolio
|
Q1 2025
Added 13.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,167,420
shares
|
$640 Million
9.52% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,153,704
shares
|
$632 Million
41.05% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
1,152,620
shares
|
$632 Million
34.76% of portfolio
|
Q1 2025
Added 20.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,142,911
shares
|
$626 Million
1.54% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,139,076
shares
|
$624 Million
11.19% of portfolio
|
Q3 2022
Added 107.01%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
1,132,544
shares
|
$621 Million
22.37% of portfolio
|
Q4 2021
Added 0.01%
|
|
|
Pandi, LLC
Leawood, KS |
May 06, 2025 Q1 2025 |
1,084,701
shares
|
$594 Million
85.61% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,067,483
shares
|
$585 Million
1.41% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
1,039,498
shares
|
$570 Million
20.46% of portfolio
|
Q1 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,002,112
shares
|
$549 Million
0.2% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,000,260
shares
|
$548 Million
1.22% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
938,020
shares
|
$514 Million
1.74% of portfolio
|
Q1 2025
Added 29.92%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
933,578
shares
|
$512 Million
19.11% of portfolio
|
Q3 2023
Reduced 25.52%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
915,148
shares
|
$502 Million
4.84% of portfolio
|
Q1 2025
New holding
|
|
|
Call To Action Foundation
Salt Lake City, UT |
May 13, 2025 Q1 2025 |
908,416
shares
|
$498 Million
100.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
907,351
shares
|
$497 Million
22.65% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
871,042
shares
|
$477 Million
17.4% of portfolio
|
Q1 2025
Reduced 0.78%
|