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 3,670 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 $306 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
20,733
shares
|
$12 Million
4.01% of portfolio
|
Q2 2025
Added 74.11%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
20,642
shares
|
$11.9 Million
6.79% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
20,641
shares
|
$11.9 Million
3.51% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
20,640
shares
|
$11.9 Million
6.22% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
20,596
shares
|
$11.9 Million
0.89% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
20,525
shares
|
$11.9 Million
0.84% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
20,500
shares
|
$11.8 Million
0.38% of portfolio
|
Q1 2025
Reduced 59.41%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
20,405
shares
|
$11.8 Million
3.59% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
20,352
shares
|
$11.8 Million
1.66% of portfolio
|
Q1 2025
Added 1525.56%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
20,326
shares
|
$11.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
20,323
shares
|
$11.7 Million
1.86% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
20,300
shares
|
$11.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 76.56%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
20,225
shares
|
$11.7 Million
8.73% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
20,209
shares
|
$11.7 Million
5.71% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
20,208
shares
|
$11.7 Million
7.93% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
20,189
shares
|
$11.7 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
20,188
shares
|
$11.7 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
20,157
shares
|
$11.7 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
20,140
shares
|
$11.6 Million
0.18% of portfolio
|
Q4 2022
Added 6.37%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
20,126
shares
|
$11.6 Million
6.08% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
20,082
shares
|
$11.6 Million
0.34% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
20,065
shares
|
$11.6 Million
3.46% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
20,045
shares
|
$11.6 Million
0.25% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
20,043
shares
|
$11.6 Million
2.25% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
20,043
shares
|
$11.6 Million
2.01% of portfolio
|
Q1 2025
Reduced 7.82%
|