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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
16,737
shares
|
$9.67 Million
0.21% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
16,715
shares
|
$9.66 Million
1.54% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
16,650
shares
|
$9.62 Million
8.59% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
16,581
shares
|
$9.58 Million
1.64% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
16,532
shares
|
$9.56 Million
0.56% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
16,491
shares
|
$9.53 Million
5.09% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
16,461
shares
|
$9.51 Million
11.04% of portfolio
|
Q2 2025
Added 82.19%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
16,426
shares
|
$9.49 Million
2.49% of portfolio
|
Q1 2025
Added 80.57%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
16,385
shares
|
$9.47 Million
0.15% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
16,233
shares
|
$9.38 Million
6.19% of portfolio
|
Q4 2024
Added 86.05%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
16,184
shares
|
$9.35 Million
4.9% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
16,137
shares
|
$9.33 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
16,128
shares
|
$9.32 Million
0.73% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
16,108
shares
|
$9.31 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
16,099
shares
|
$9.31 Million
0.03% of portfolio
|
Q4 2022
Reduced 16.99%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
16,066
shares
|
$9.29 Million
4.6% of portfolio
|
Q2 2025
Added 2462.36%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
16,063
shares
|
$9.28 Million
2.54% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
16,031
shares
|
$9.27 Million
5.5% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
16,007
shares
|
$9.25 Million
0.35% of portfolio
|
Q1 2025
Reduced 73.97%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
15,985
shares
|
$9.24 Million
0.74% of portfolio
|
Q2 2025
Added 82.0%
|
|
|
London & Capital Asset Management LTD
London, X0 |
May 15, 2025 Q1 2025 |
15,975
shares
|
$9.23 Million
0.73% of portfolio
|
Q1 2025
Reduced 48.39%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
15,960
shares
|
$9.22 Million
0.44% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
15,940
shares
|
$9.21 Million
2.06% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
15,914
shares
|
$9.2 Million
4.81% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,903
shares
|
$9.19 Million
0.01% of portfolio
|
Q1 2025
Added 1.4%
|