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 |
|---|---|---|---|---|---|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
2,592
shares
|
$1.57 Million
1.24% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
2,591
shares
|
$1.57 Million
0.23% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,590
shares
|
$1.57 Million
0.52% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
2,588
shares
|
$1.57 Million
1.52% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
2,578
shares
|
$1.56 Million
1.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
2,576
shares
|
$1.56 Million
1.18% of portfolio
|
Q2 2025
Added 136.11%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
2,573
shares
|
$1.56 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
2,572
shares
|
$1.56 Million
0.68% of portfolio
|
Q2 2025
Added 42.34%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
2,558
shares
|
$1.55 Million
0.38% of portfolio
|
Q2 2025
Added 41.48%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
2,557
shares
|
$1.55 Million
0.69% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
2,557
shares
|
$1.55 Million
0.1% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
2,555
shares
|
$1.55 Million
1.27% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,553
shares
|
$1.55 Million
0.25% of portfolio
|
Q2 2025
Added 75.71%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,547
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
2,541
shares
|
$1.54 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
2,530
shares
|
$1.53 Million
0.58% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
2,529
shares
|
$1.53 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
2,524
shares
|
$1.53 Million
0.98% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
2,521
shares
|
$1.53 Million
0.2% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,505
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
2,502
shares
|
$1.51 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
2,497
shares
|
$1.51 Million
0.23% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,495
shares
|
$1.51 Million
0.42% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,490
shares
|
$1.51 Million
0.77% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
2,490
shares
|
$1.51 Million
0.86% of portfolio
|
Q2 2025
Reduced 4.67%
|