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 3,732 institutions that hold shares in the stock, with a total of 516 Million shares, which have been reported (via 13F filing form) to have a value of $313 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,825
shares
|
$12 Million
0.57% of portfolio
|
Q4 2023
Added 44.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
19,805
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.71%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
19,585
shares
|
$11.9 Million
5.54% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
19,570
shares
|
$11.8 Million
0.91% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
19,564
shares
|
$11.8 Million
0.32% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
19,556
shares
|
$11.8 Million
4.02% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
19,533
shares
|
$11.8 Million
5.21% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
19,516
shares
|
$11.8 Million
0.18% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
19,477
shares
|
$11.8 Million
11.13% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
19,463
shares
|
$11.8 Million
0.21% of portfolio
|
Q2 2025
Added 27.48%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
19,450
shares
|
$11.8 Million
1.57% of portfolio
|
Q2 2025
Reduced 24.07%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
19,430
shares
|
$11.8 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
19,408
shares
|
$11.7 Million
4.38% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
19,297
shares
|
$11.7 Million
2.66% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
19,288
shares
|
$11.7 Million
9.25% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
19,218
shares
|
$11.6 Million
4.11% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
|
Hikari Power LTD
|
Jul 31, 2025 Q2 2025 |
19,200
shares
|
$11.6 Million
0.91% of portfolio
|
Q3 2020
Added 8.78%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
19,166
shares
|
$11.6 Million
1.29% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
19,085
shares
|
$11.6 Million
4.39% of portfolio
|
Q2 2025
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
19,005
shares
|
$11.5 Million
1.65% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
18,992
shares
|
$11.5 Million
1.14% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
18,982
shares
|
$11.5 Million
0.48% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
18,965
shares
|
$11.5 Million
0.55% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
18,953
shares
|
$11.5 Million
2.63% of portfolio
|
Q2 2025
Added 627.84%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
18,898
shares
|
$11.4 Million
5.03% of portfolio
|
Q2 2025
Reduced 1.18%
|