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 |
|---|---|---|---|---|---|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
8,114
shares
|
$4.91 Million
1.59% of portfolio
|
Q3 2024
Added 476.28%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,096
shares
|
$4.9 Million
1.38% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
8,091
shares
|
$4.9 Million
0.34% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
8,085
shares
|
$4.89 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
8,077
shares
|
$4.89 Million
0.4% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
8,055
shares
|
$4.88 Million
0.44% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
8,047
shares
|
$4.87 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
8,040
shares
|
$4.87 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
8,028
shares
|
$4.86 Million
0.27% of portfolio
|
Q2 2025
Added 1066.86%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
8,012
shares
|
$4.85 Million
2.64% of portfolio
|
Q2 2025
Added 34734.78%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
7,982
shares
|
$4.83 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
7,982
shares
|
$4.83 Million
4.13% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,973
shares
|
$4.83 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
7,972
shares
|
$4.83 Million
1.89% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
7,971
shares
|
$4.83 Million
1.69% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,961
shares
|
$4.82 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
7,952
shares
|
$4.81 Million
2.09% of portfolio
|
Q2 2025
Added 108.06%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
7,919
shares
|
$4.79 Million
2.57% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
7,911
shares
|
$4.79 Million
4.26% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,904
shares
|
$4.78 Million
0.71% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
7,900
shares
|
$4.78 Million
0.34% of portfolio
|
Q2 2025
Reduced 61.46%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,886
shares
|
$4.77 Million
1.25% of portfolio
|
Q4 2022
Added 9.56%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,871
shares
|
$4.76 Million
0.39% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
7,869
shares
|
$4.76 Million
0.35% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
7,850
shares
|
$4.75 Million
1.66% of portfolio
|
Q2 2025
Added 4.29%
|