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 |
|---|---|---|---|---|---|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
17,035
shares
|
$10.3 Million
2.79% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
17,032
shares
|
$10.3 Million
0.79% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
16,924
shares
|
$10.2 Million
0.6% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,912
shares
|
$10.2 Million
0.57% of portfolio
|
Q4 2023
Added 6.43%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
16,879
shares
|
$10.2 Million
2.43% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
16,857
shares
|
$10.2 Million
0.64% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
16,846
shares
|
$10.2 Million
1.09% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
16,782
shares
|
$10.2 Million
5.58% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
16,731
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.13%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
16,717
shares
|
$10.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
16,650
shares
|
$10.1 Million
8.13% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
16,630
shares
|
$10.1 Million
0.75% of portfolio
|
Q2 2025
Added 45.65%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
16,461
shares
|
$9.96 Million
11.04% of portfolio
|
Q2 2025
Added 82.19%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
16,445
shares
|
$9.95 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
16,322
shares
|
$9.88 Million
5.54% of portfolio
|
Q2 2025
Added 131.12%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,300
shares
|
$9.87 Million
1.26% of portfolio
|
Q2 2025
Added 492.73%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
16,299
shares
|
$9.87 Million
2.32% of portfolio
|
Q2 2025
Added 36.26%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
16,287
shares
|
$9.86 Million
2.22% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
16,233
shares
|
$9.83 Million
6.19% of portfolio
|
Q4 2024
Added 86.05%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
16,225
shares
|
$9.82 Million
9.35% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
16,184
shares
|
$9.8 Million
4.9% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
16,156
shares
|
$9.78 Million
0.71% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
16,144
shares
|
$9.77 Million
0.4% of portfolio
|
Q2 2025
Added 24.48%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
16,128
shares
|
$9.76 Million
0.73% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
16,108
shares
|
$9.75 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.12%
|