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 |
|---|---|---|---|---|---|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
3,291
shares
|
$1.99 Million
0.72% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
3,289
shares
|
$1.99 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
3,288
shares
|
$1.99 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,287
shares
|
$1.99 Million
0.86% of portfolio
|
Q2 2022
Reduced 84.39%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,286
shares
|
$1.99 Million
0.15% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
3,278
shares
|
$1.98 Million
0.11% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
3,276
shares
|
$1.98 Million
1.45% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
3,275
shares
|
$1.98 Million
1.57% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,267
shares
|
$1.98 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,262
shares
|
$1.97 Million
0.22% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,262
shares
|
$1.97 Million
0.22% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,253
shares
|
$1.97 Million
1.52% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
3,247
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
3,240
shares
|
$1.96 Million
0.37% of portfolio
|
Q2 2025
Added 46.28%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,232
shares
|
$1.96 Million
0.37% of portfolio
|
Q4 2022
Added 6.25%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,228
shares
|
$1.95 Million
0.11% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
3,226
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2025
Added 142.92%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,220
shares
|
$1.95 Million
0.34% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,220
shares
|
$1.95 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
3,207
shares
|
$1.94 Million
0.72% of portfolio
|
Q2 2025
Reduced 31.72%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
3,206
shares
|
$1.94 Million
0.83% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
3,205
shares
|
$1.94 Million
1.42% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
3,205
shares
|
$1.94 Million
0.05% of portfolio
|
Q2 2025
Reduced 36.75%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
3,203
shares
|
$1.94 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
3,202
shares
|
$1.94 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.5%
|