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 |
|---|---|---|---|---|---|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
24,681
shares
|
$14.3 Million
12.68% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Flower City Capital
|
Jul 16, 2025 Q2 2025 |
24,555
shares
|
$14.2 Million
8.24% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
24,553
shares
|
$14.2 Million
2.37% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
24,486
shares
|
$14.2 Million
3.82% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
24,473
shares
|
$14.1 Million
1.0% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
24,388
shares
|
$14.1 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
24,355
shares
|
$14.1 Million
5.35% of portfolio
|
Q2 2023
Reduced 1.75%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
24,335
shares
|
$14.1 Million
3.61% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
24,210
shares
|
$14 Million
1.63% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
24,157
shares
|
$14 Million
0.74% of portfolio
|
Q2 2025
Reduced 33.27%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
24,116
shares
|
$13.9 Million
4.07% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
24,091
shares
|
$13.9 Million
4.91% of portfolio
|
Q1 2025
Reduced 25.67%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
24,056
shares
|
$13.9 Million
1.15% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
24,015
shares
|
$13.9 Million
8.9% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
23,861
shares
|
$13.8 Million
1.22% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
23,772
shares
|
$13.7 Million
0.78% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
23,764
shares
|
$13.7 Million
1.34% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
23,641
shares
|
$13.7 Million
13.75% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Mittelman Wealth Management
Andover, MA |
May 15, 2025 Q1 2025 |
23,631
shares
|
$13.7 Million
10.96% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
23,506
shares
|
$13.6 Million
5.23% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
23,463
shares
|
$13.6 Million
9.04% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
23,376
shares
|
$13.5 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Jul 16, 2025 Q2 2025 |
23,310
shares
|
$13.5 Million
3.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
23,252
shares
|
$13.4 Million
1.89% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
23,098
shares
|
$13.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 7.16%
|