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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
15,302
shares
|
$8.84 Million
2.66% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
15,282
shares
|
$8.83 Million
1.1% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
15,268
shares
|
$8.82 Million
0.18% of portfolio
|
Q4 2024
Added 34.88%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,261
shares
|
$8.82 Million
1.13% of portfolio
|
Q1 2025
Reduced 40.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
15,231
shares
|
$8.8 Million
0.91% of portfolio
|
Q2 2025
Added 297.57%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
15,205
shares
|
$8.79 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
15,158
shares
|
$8.76 Million
2.29% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
15,147
shares
|
$8.75 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
15,138
shares
|
$8.75 Million
0.67% of portfolio
|
Q2 2025
Added 72.49%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
15,120
shares
|
$8.74 Million
4.36% of portfolio
|
Q2 2025
Reduced 37.04%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
15,110
shares
|
$8.73 Million
0.5% of portfolio
|
Q3 2023
Added 26.06%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
15,105
shares
|
$8.73 Million
2.97% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
15,071
shares
|
$8.71 Million
0.59% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
15,042
shares
|
$8.69 Million
0.1% of portfolio
|
Q1 2025
Added 118.19%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
15,030
shares
|
$8.69 Million
2.07% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
15,005
shares
|
$8.67 Million
0.48% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,952
shares
|
$8.64 Million
5.49% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
14,939
shares
|
$8.63 Million
0.97% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,932
shares
|
$8.63 Million
0.83% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
14,926
shares
|
$8.63 Million
3.18% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
14,921
shares
|
$8.62 Million
0.02% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
14,806
shares
|
$8.56 Million
3.72% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
14,750
shares
|
$8.53 Million
1.21% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
14,688
shares
|
$8.49 Million
2.76% of portfolio
|
Q2 2025
Added 1740.6%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
14,648
shares
|
$8.47 Million
4.76% of portfolio
|
Q2 2025
Reduced 4.13%
|