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 3,675 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 |
|---|---|---|---|---|---|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
20,065
shares
|
$11.7 Million
3.46% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
20,045
shares
|
$11.7 Million
0.25% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
20,043
shares
|
$11.7 Million
2.25% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
20,043
shares
|
$11.7 Million
2.01% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
19,978
shares
|
$11.7 Million
13.31% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
19,971
shares
|
$11.7 Million
11.22% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
19,836
shares
|
$11.6 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,825
shares
|
$11.6 Million
0.57% of portfolio
|
Q4 2023
Added 44.18%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
19,814
shares
|
$11.6 Million
1.9% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
19,802
shares
|
$11.6 Million
1.9% of portfolio
|
Q1 2025
Added 65.76%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
19,783
shares
|
$11.6 Million
1.05% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
19,696
shares
|
$11.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
19,601
shares
|
$11.5 Million
3.9% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
19,585
shares
|
$11.5 Million
5.54% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
19,570
shares
|
$11.5 Million
0.91% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
19,556
shares
|
$11.5 Million
4.02% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
19,477
shares
|
$11.4 Million
11.13% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
19,450
shares
|
$11.4 Million
1.57% of portfolio
|
Q2 2025
Reduced 24.07%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
19,442
shares
|
$11.4 Million
5.17% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
19,430
shares
|
$11.4 Million
0.7% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
19,419
shares
|
$11.4 Million
1.13% of portfolio
|
Q1 2025
Added 42.77%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
19,408
shares
|
$11.4 Million
4.38% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
19,392
shares
|
$11.4 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
19,350
shares
|
$11.3 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
19,322
shares
|
$11.3 Million
1.73% of portfolio
|
Q1 2025
Added 3.8%
|