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 |
|---|---|---|---|---|---|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
35,492
shares
|
$20.4 Million
16.41% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
35,491
shares
|
$20.4 Million
2.73% of portfolio
|
Q1 2025
Reduced 34.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
35,404
shares
|
$20.4 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
35,379
shares
|
$20.4 Million
0.57% of portfolio
|
Q2 2025
Added 33.55%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
35,248
shares
|
$20.3 Million
6.3% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
35,240
shares
|
$20.3 Million
0.75% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
35,123
shares
|
$20.2 Million
11.65% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
35,121
shares
|
$20.2 Million
5.9% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
35,066
shares
|
$20.2 Million
6.07% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
34,965
shares
|
$20.1 Million
3.36% of portfolio
|
Q2 2025
Reduced 44.1%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
34,921
shares
|
$20.1 Million
13.77% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
34,464
shares
|
$19.8 Million
0.0% of portfolio
|
Q1 2025
Added 41.51%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
34,360
shares
|
$19.8 Million
4.72% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
34,282
shares
|
$19.7 Million
3.03% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
34,180
shares
|
$19.7 Million
0.56% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
34,131
shares
|
$19.6 Million
5.16% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
34,117
shares
|
$19.6 Million
1.34% of portfolio
|
Q1 2025
Reduced 51.22%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
33,940
shares
|
$19.5 Million
1.92% of portfolio
|
Q1 2025
Added 25.76%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
33,876
shares
|
$19.5 Million
8.59% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
33,754
shares
|
$19.4 Million
0.8% of portfolio
|
Q3 2022
Added 4.14%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
33,750
shares
|
$19.4 Million
0.39% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
33,691
shares
|
$19.4 Million
1.27% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
33,630
shares
|
$19.3 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
33,546
shares
|
$19.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
33,469
shares
|
$19.3 Million
2.12% of portfolio
|
Q1 2025
Added 6.14%
|