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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
27,638
shares
|
$16 Million
0.83% of portfolio
|
Q1 2025
Added 580.91%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
27,587
shares
|
$15.9 Million
5.96% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
27,579
shares
|
$15.9 Million
10.2% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
27,530
shares
|
$15.9 Million
0.96% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
27,462
shares
|
$15.9 Million
3.42% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
27,447
shares
|
$15.9 Million
3.43% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
27,442
shares
|
$15.9 Million
0.19% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
27,395
shares
|
$15.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
27,290
shares
|
$15.8 Million
0.1% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
27,260
shares
|
$15.8 Million
9.19% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
27,200
shares
|
$15.7 Million
2.92% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
27,049
shares
|
$15.6 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
26,919
shares
|
$15.6 Million
3.37% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
26,887
shares
|
$15.5 Million
1.21% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
26,871
shares
|
$15.5 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
26,794
shares
|
$15.5 Million
31.31% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
26,608
shares
|
$15.4 Million
1.77% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
26,570
shares
|
$15.4 Million
0.28% of portfolio
|
Q1 2023
Reduced 25.12%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
26,561
shares
|
$15.4 Million
1.46% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
26,545
shares
|
$15.3 Million
26.13% of portfolio
|
Q2 2023
Added 5.75%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
26,364
shares
|
$15.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 91.4%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
26,277
shares
|
$15.2 Million
0.57% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
26,143
shares
|
$15.1 Million
0.19% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
26,132
shares
|
$15.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
26,130
shares
|
$15.1 Million
1.95% of portfolio
|
Q2 2025
Reduced 4.11%
|