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 |
|---|---|---|---|---|---|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
56,238
shares
|
$33.3 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
56,154
shares
|
$33.2 Million
0.72% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
56,131
shares
|
$33.2 Million
20.46% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
55,971
shares
|
$33.1 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
55,755
shares
|
$33 Million
8.76% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
55,273
shares
|
$32.7 Million
0.94% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
54,872
shares
|
$32.4 Million
3.18% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
54,708
shares
|
$32.3 Million
1.45% of portfolio
|
Q2 2025
Added 23.98%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
54,698
shares
|
$32.3 Million
25.69% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
54,599
shares
|
$32.3 Million
2.91% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
54,559
shares
|
$32.3 Million
1.44% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
54,534
shares
|
$32.2 Million
19.84% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
54,470
shares
|
$32.2 Million
5.44% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
54,176
shares
|
$32 Million
17.48% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
54,047
shares
|
$32 Million
29.89% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
53,858
shares
|
$31.8 Million
28.82% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
53,671
shares
|
$31.7 Million
7.91% of portfolio
|
Q2 2025
Added 18.91%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
53,631
shares
|
$31.7 Million
4.34% of portfolio
|
Q1 2024
Added 11.33%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53,577
shares
|
$31.7 Million
10.56% of portfolio
|
Q2 2022
Added 3788.03%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
53,565
shares
|
$31.7 Million
14.14% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
53,255
shares
|
$31.5 Million
0.83% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
53,151
shares
|
$31.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
52,691
shares
|
$31.2 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
52,614
shares
|
$31.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
52,293
shares
|
$30.9 Million
0.38% of portfolio
|
Q2 2025
Added 4.09%
|