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 |
|---|---|---|---|---|---|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
6,629
shares
|
$4.01 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
6,613
shares
|
$4 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,609
shares
|
$4 Million
0.16% of portfolio
|
Q2 2022
Reduced 15.87%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
6,570
shares
|
$3.98 Million
0.25% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
6,570
shares
|
$3.98 Million
0.75% of portfolio
|
Q2 2025
Reduced 23.39%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
6,554
shares
|
$3.97 Million
0.54% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,494
shares
|
$3.93 Million
1.56% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,481
shares
|
$3.92 Million
0.35% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
6,480
shares
|
$3.92 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
6,468
shares
|
$3.92 Million
1.3% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
6,460
shares
|
$3.91 Million
0.89% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
6,459
shares
|
$3.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 75.29%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
6,457
shares
|
$3.91 Million
2.82% of portfolio
|
Q2 2025
Added 714.25%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,439
shares
|
$3.9 Million
0.32% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
6,402
shares
|
$3.88 Million
1.96% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
6,385
shares
|
$3.87 Million
0.29% of portfolio
|
Q3 2022
Added 2.98%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
6,381
shares
|
$3.86 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,379
shares
|
$3.86 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
6,357
shares
|
$3.85 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
6,345
shares
|
$3.84 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
6,342
shares
|
$3.84 Million
0.22% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
6,340
shares
|
$3.84 Million
1.53% of portfolio
|
Q1 2024
Added 53.14%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,335
shares
|
$3.83 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
6,330
shares
|
$3.83 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
6,318
shares
|
$3.82 Million
2.0% of portfolio
|
Q1 2025
Added 0.45%
|