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 |
|---|---|---|---|---|---|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
84,615
shares
|
$50 Million
0.08% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
84,367
shares
|
$49.9 Million
8.45% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
83,917
shares
|
$49.6 Million
1.23% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
83,890
shares
|
$49.6 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jul 18, 2025 Q2 2025 |
83,552
shares
|
$49.4 Million
41.05% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
83,312
shares
|
$49.3 Million
4.83% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
83,305
shares
|
$49.3 Million
2.07% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
83,005
shares
|
$49.1 Million
3.13% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
82,796
shares
|
$49 Million
1.78% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
82,678
shares
|
$48.9 Million
8.07% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
82,672
shares
|
$48.9 Million
1.88% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
82,602
shares
|
$48.8 Million
2.9% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
82,086
shares
|
$48.5 Million
20.21% of portfolio
|
Q2 2025
Added 38.2%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
81,945
shares
|
$48.5 Million
10.23% of portfolio
|
Q4 2023
Added 4.03%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
81,923
shares
|
$48.4 Million
3.44% of portfolio
|
Q2 2025
Added 34.67%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
80,943
shares
|
$47.9 Million
16.7% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
80,606
shares
|
$47.7 Million
6.3% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
80,553
shares
|
$47.6 Million
1.17% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
80,256
shares
|
$47.5 Million
5.87% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
80,017
shares
|
$47.3 Million
0.4% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
79,465
shares
|
$47 Million
11.26% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
79,388
shares
|
$46.9 Million
3.44% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
79,374
shares
|
$46.9 Million
14.37% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
79,134
shares
|
$46.8 Million
4.34% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
78,813
shares
|
$46.6 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.37%
|