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 3,725 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 $305 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
150,757
shares
|
$89.1 Million
1.56% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
150,646
shares
|
$89.1 Million
0.69% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
148,762
shares
|
$88 Million
13.32% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
American Family Investments, Inc.
Madison, WI |
Aug 15, 2025 Q2 2025 |
148,696
shares
|
$87.9 Million
4.61% of portfolio
|
Q2 2025
Added 23.56%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
148,215
shares
|
$87.6 Million
18.29% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
148,023
shares
|
$87.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
147,697
shares
|
$87.3 Million
22.57% of portfolio
|
Q3 2022
Added 12.28%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
147,123
shares
|
$87 Million
30.74% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
146,496
shares
|
$86.6 Million
8.8% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
145,499
shares
|
$86 Million
11.05% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
145,336
shares
|
$85.9 Million
1.8% of portfolio
|
Q2 2025
Added 41.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
145,195
shares
|
$85.9 Million
1.97% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
145,075
shares
|
$85.8 Million
15.27% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
144,877
shares
|
$85.7 Million
13.63% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
142,093
shares
|
$84 Million
3.29% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
141,787
shares
|
$83.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Trevian Wealth Management LLC
|
Jul 24, 2025 Q2 2025 |
141,220
shares
|
$83.5 Million
48.93% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
140,606
shares
|
$83.1 Million
13.93% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
140,000
shares
|
$82.8 Million
23.04% of portfolio
|
Q2 2025
New holding
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
139,800
shares
|
$82.7 Million
16.24% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
139,614
shares
|
$82.6 Million
15.27% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
138,473
shares
|
$81.9 Million
5.43% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
138,350
shares
|
$81.8 Million
1.71% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
137,953
shares
|
$81.6 Million
0.93% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
137,724
shares
|
$81.4 Million
1.79% of portfolio
|
Q2 2025
Added 42.51%
|