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 |
|---|---|---|---|---|---|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
133
shares
|
$78,641
0.05% of portfolio
|
Q1 2025
Added 850.0%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
132
shares
|
$78,050
0.08% of portfolio
|
Q2 2025
Added 69.23%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
129
shares
|
$76,276
0.0% of portfolio
|
Q2 2025
Added 108.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
129
shares
|
$76,276
0.09% of portfolio
|
Q3 2024
Added 84.29%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
128
shares
|
$75,685
0.04% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
121
shares
|
$71,546
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
120
shares
|
$70,954
0.02% of portfolio
|
Q1 2025
Added 207.69%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
118
shares
|
$69,772
0.05% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
115
shares
|
$67,998
0.02% of portfolio
|
Q2 2025
Added 38.55%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
114
shares
|
$67,407
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
110
shares
|
$65,041
0.04% of portfolio
|
Q1 2022
Reduced 80.36%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
108
shares
|
$63,859
0.04% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
105
shares
|
$62,085
0.01% of portfolio
|
Q2 2025
Added 377.27%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
103
shares
|
$60,902
0.03% of portfolio
|
Q1 2023
Added 0.98%
|
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
102
shares
|
$60,311
0.04% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
101
shares
|
$59,720
0.04% of portfolio
|
Q4 2024
Reduced 97.26%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
100
shares
|
$59,129
0.02% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
99
shares
|
$58,537
0.02% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
|
Lynch Asset Management, Inc.
|
Aug 13, 2025 Q2 2025 |
97
shares
|
$57,355
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
97
shares
|
$57,355
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
96
shares
|
$56,763
0.04% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
96
shares
|
$56,763
0.04% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
94
shares
|
$55,581
0.05% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
93
shares
|
$54,989
0.02% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
91
shares
|
$53,807
0.03% of portfolio
|
Q1 2025
Added 333.33%
|