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 |
|---|---|---|---|---|---|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,919
shares
|
$3.58 Million
0.09% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
5,919
shares
|
$3.58 Million
0.8% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
5,916
shares
|
$3.58 Million
0.69% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
5,909
shares
|
$3.58 Million
0.21% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,903
shares
|
$3.57 Million
0.39% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
5,898
shares
|
$3.57 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,889
shares
|
$3.56 Million
0.24% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
5,861
shares
|
$3.55 Million
2.76% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
5,859
shares
|
$3.55 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
5,856
shares
|
$3.54 Million
1.08% of portfolio
|
Q2 2025
Added 105.04%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,854
shares
|
$3.54 Million
0.27% of portfolio
|
Q2 2023
Added 51.85%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
5,837
shares
|
$3.53 Million
0.15% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,830
shares
|
$3.53 Million
2.27% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
5,825
shares
|
$3.53 Million
1.29% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
5,794
shares
|
$3.51 Million
25.25% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
5,789
shares
|
$3.5 Million
18.88% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
5,786
shares
|
$3.5 Million
0.52% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,779
shares
|
$3.5 Million
0.09% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
5,755
shares
|
$3.48 Million
1.42% of portfolio
|
Q1 2025
Added 368.27%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
5,737
shares
|
$3.47 Million
2.17% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
5,735
shares
|
$3.47 Million
1.01% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
5,705
shares
|
$3.45 Million
1.54% of portfolio
|
Q2 2025
Added 51.09%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
5,671
shares
|
$3.43 Million
0.35% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
5,671
shares
|
$3.43 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
5,667
shares
|
$3.43 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.21%
|