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 3,670 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
37,683
shares
|
$21.8 Million
0.98% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
37,631
shares
|
$21.8 Million
0.55% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
37,567
shares
|
$21.7 Million
4.45% of portfolio
|
Q4 2023
Reduced 58.64%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
37,509
shares
|
$21.7 Million
8.05% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
True Wealth Financial Partners
|
May 15, 2025 Q1 2025 |
37,440
shares
|
$21.6 Million
11.77% of portfolio
|
Q1 2025
Added 25.54%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
37,302
shares
|
$21.6 Million
4.96% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
37,251
shares
|
$21.5 Million
1.58% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
37,073
shares
|
$21.4 Million
8.46% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
37,013
shares
|
$21.4 Million
0.62% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
36,986
shares
|
$21.4 Million
1.23% of portfolio
|
Q2 2025
Added 21.57%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,935
shares
|
$21.3 Million
5.39% of portfolio
|
Q1 2023
Added 1.91%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
36,765
shares
|
$21.2 Million
11.86% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
36,724
shares
|
$21.2 Million
0.99% of portfolio
|
Q1 2025
Added 416.88%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
36,642
shares
|
$21.2 Million
3.85% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
36,574
shares
|
$21.1 Million
3.53% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
36,407
shares
|
$21 Million
1.22% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
36,345
shares
|
$21 Million
5.03% of portfolio
|
Q1 2025
Added 1241.64%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
36,343
shares
|
$21 Million
11.76% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
36,337
shares
|
$21 Million
26.67% of portfolio
|
Q3 2023
Reduced 8.91%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
36,180
shares
|
$20.9 Million
0.63% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
36,132
shares
|
$20.9 Million
0.45% of portfolio
|
Q1 2025
Reduced 20.99%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
36,026
shares
|
$20.8 Million
0.59% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
35,914
shares
|
$20.8 Million
2.59% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
35,821
shares
|
$20.7 Million
0.74% of portfolio
|
Q1 2025
Reduced 14.28%
|