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 3,675 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 $306 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,770
shares
|
$23 Million
0.13% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
39,721
shares
|
$23 Million
0.53% of portfolio
|
Q1 2025
Reduced 24.4%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
39,698
shares
|
$22.9 Million
9.94% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
39,538
shares
|
$22.9 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,506
shares
|
$22.8 Million
5.66% of portfolio
|
Q4 2024
Added 38.64%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
39,435
shares
|
$22.8 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
39,341
shares
|
$22.7 Million
19.26% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
39,248
shares
|
$22.7 Million
7.41% of portfolio
|
Q1 2025
Added 30.15%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
39,239
shares
|
$22.7 Million
8.6% of portfolio
|
Q2 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,210
shares
|
$22.7 Million
0.57% of portfolio
|
Q3 2022
Added 889.65%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
39,192
shares
|
$22.7 Million
3.59% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
39,118
shares
|
$22.6 Million
0.93% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
38,968
shares
|
$22.5 Million
1.55% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
38,929
shares
|
$22.5 Million
6.49% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
38,906
shares
|
$22.5 Million
19.02% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
38,856
shares
|
$22.5 Million
1.66% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
38,649
shares
|
$22.3 Million
8.86% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
38,607
shares
|
$22.3 Million
6.53% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
38,499
shares
|
$22.3 Million
0.15% of portfolio
|
Q1 2025
Added 60.87%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
38,287
shares
|
$22.1 Million
5.74% of portfolio
|
Q2 2025
Added 23.34%
|
|
|
Park Presidio Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
38,186
shares
|
$22.1 Million
4.92% of portfolio
|
Q1 2025
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
37,997
shares
|
$22 Million
6.11% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
37,938
shares
|
$21.9 Million
10.62% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
37,793
shares
|
$21.8 Million
0.8% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
37,709
shares
|
$21.8 Million
1.69% of portfolio
|
Q2 2025
Reduced 17.88%
|