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 |
---|---|---|---|---|---|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
65,584
shares
|
$38.8 Million
0.4% of portfolio
|
Q2 2025
Added 3.57%
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
65,569
shares
|
$38.8 Million
20.83% of portfolio
|
Q2 2025
Added 0.37%
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
65,142
shares
|
$38.5 Million
36.74% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Aug 12, 2025 Q2 2025 |
64,977
shares
|
$38.4 Million
0.03% of portfolio
|
Q2 2025
Added 271.36%
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
64,417
shares
|
$38.1 Million
24.17% of portfolio
|
Q2 2025
Added 13.11%
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
64,389
shares
|
$38.1 Million
1.44% of portfolio
|
Q2 2025
Added 0.54%
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
64,277
shares
|
$38 Million
12.86% of portfolio
|
Q2 2025
Added 21.89%
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
64,178
shares
|
$37.9 Million
4.87% of portfolio
|
Q2 2025
Added 8.85%
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
63,871
shares
|
$37.8 Million
6.83% of portfolio
|
Q2 2025
Added 1.96%
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
63,455
shares
|
$37.5 Million
2.87% of portfolio
|
Q2 2025
Added 7.58%
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
63,131
shares
|
$37.3 Million
8.26% of portfolio
|
Q2 2025
Added 48.46%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
62,758
shares
|
$37.1 Million
3.55% of portfolio
|
Q2 2025
Added 105.44%
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
62,691
shares
|
$37.1 Million
1.63% of portfolio
|
Q2 2025
Added 5.43%
|
|
Oak Root LLC
Santa Barbara, CA |
Jul 15, 2025 Q2 2025 |
62,595
shares
|
$37 Million
4.4% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
62,561
shares
|
$37 Million
5.83% of portfolio
|
Q1 2024
Added 2.79%
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
62,451
shares
|
$36.9 Million
10.36% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
62,366
shares
|
$36.9 Million
4.13% of portfolio
|
Q2 2025
Added 5.41%
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
62,196
shares
|
$36.8 Million
29.02% of portfolio
|
Q2 2025
Added 4.22%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
62,067
shares
|
$36.7 Million
2.53% of portfolio
|
Q2 2023
Added 3.01%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
61,982
shares
|
$36.6 Million
0.31% of portfolio
|
Q2 2025
Added 15.36%
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
61,870
shares
|
$36.6 Million
21.65% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
61,608
shares
|
$36.4 Million
1.87% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
61,006
shares
|
$36.1 Million
5.35% of portfolio
|
Q2 2025
Added 3.58%
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
60,950
shares
|
$36 Million
6.35% of portfolio
|
Q2 2025
Added 7.82%
|
|
University Of Chicago
Chicago, IL |
Aug 07, 2025 Q2 2025 |
60,891
shares
|
$36 Million
29.53% of portfolio
|
Q4 2024
Reduced 10.99%
|