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 |
---|---|---|---|---|---|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
31,066
shares
|
$18 Million
25.1% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
31,037
shares
|
$17.9 Million
2.21% of portfolio
|
Q2 2025
Added 104.39%
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
30,996
shares
|
$17.9 Million
0.99% of portfolio
|
Q1 2025
Added 5.98%
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
30,886
shares
|
$17.9 Million
6.05% of portfolio
|
Q1 2025
Added 57.12%
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
30,786
shares
|
$17.8 Million
7.39% of portfolio
|
Q1 2025
Added 0.48%
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
30,702
shares
|
$17.7 Million
2.15% of portfolio
|
Q1 2025
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
30,595
shares
|
$17.7 Million
7.91% of portfolio
|
Q1 2025
New holding
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
30,548
shares
|
$17.7 Million
1.7% of portfolio
|
Q1 2025
Added 0.6%
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
30,513
shares
|
$17.6 Million
11.56% of portfolio
|
Q2 2025
Added 3.02%
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
30,312
shares
|
$17.5 Million
4.72% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
30,153
shares
|
$17.4 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
30,068
shares
|
$17.4 Million
2.16% of portfolio
|
Q1 2025
Added 281.53%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
30,021
shares
|
$17.4 Million
1.95% of portfolio
|
Q1 2025
Added 2.36%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
30,001
shares
|
$17.3 Million
0.56% of portfolio
|
Q1 2025
Added 18.63%
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
29,993
shares
|
$17.3 Million
0.97% of portfolio
|
Q1 2025
Reduced 45.89%
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
29,929
shares
|
$17.3 Million
2.34% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
29,878
shares
|
$17.3 Million
11.38% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
29,790
shares
|
$17.2 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
29,775
shares
|
$17.2 Million
9.31% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
29,738
shares
|
$17.2 Million
6.27% of portfolio
|
Q1 2023
Added 137.66%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
29,708
shares
|
$17.2 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
29,547
shares
|
$17.1 Million
4.63% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
29,533
shares
|
$17.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
29,530
shares
|
$17.1 Million
1.32% of portfolio
|
Q1 2025
Added 1.64%
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
29,479
shares
|
$17 Million
10.75% of portfolio
|
Q2 2025
Added 10.91%
|