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 3,667 institutions that hold shares in the stock, with a total of 531 Million shares, which have been reported (via 13F filing form) to have a value of $307 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
26,094
shares
|
$15.1 Million
2.94% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
26,062
shares
|
$15.1 Million
8.79% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
25,810
shares
|
$14.9 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
25,778
shares
|
$14.9 Million
2.6% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
25,773
shares
|
$14.9 Million
2.98% of portfolio
|
Q3 2022
Added 31.47%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
25,718
shares
|
$14.9 Million
1.08% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
25,684
shares
|
$14.8 Million
6.2% of portfolio
|
Q1 2025
Reduced 36.63%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,641
shares
|
$14.8 Million
0.1% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,536
shares
|
$14.8 Million
0.84% of portfolio
|
Q3 2023
Added 4.01%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
25,533
shares
|
$14.8 Million
8.53% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
25,457
shares
|
$14.7 Million
1.45% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
25,350
shares
|
$14.7 Million
3.97% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
25,237
shares
|
$14.6 Million
0.46% of portfolio
|
Q4 2024
Reduced 61.66%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
25,227
shares
|
$14.6 Million
12.11% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
25,089
shares
|
$14.5 Million
1.23% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
25,014
shares
|
$14.5 Million
2.87% of portfolio
|
Q2 2025
Reduced 23.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,009
shares
|
$14.5 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
24,974
shares
|
$14.4 Million
7.44% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
24,959
shares
|
$14.4 Million
2.91% of portfolio
|
Q1 2024
Added 525.85%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
24,947
shares
|
$14.4 Million
23.34% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
24,889
shares
|
$14.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
24,886
shares
|
$14.4 Million
0.87% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
24,866
shares
|
$14.4 Million
5.85% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
24,784
shares
|
$14.3 Million
1.79% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
24,773
shares
|
$14.3 Million
12.52% of portfolio
|
Q2 2025
Added 11.8%
|