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 |
|---|---|---|---|---|---|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
51,773
shares
|
$30.6 Million
24.8% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
51,763
shares
|
$30.6 Million
1.24% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
51,754
shares
|
$30.6 Million
13.21% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
51,685
shares
|
$30.6 Million
3.27% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
51,640
shares
|
$30.5 Million
1.86% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
51,451
shares
|
$30.4 Million
8.76% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
51,447
shares
|
$30.4 Million
0.57% of portfolio
|
Q1 2024
Added 11.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
51,283
shares
|
$30.3 Million
1.6% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
51,270
shares
|
$30.3 Million
5.94% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
50,847
shares
|
$30.1 Million
13.12% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
50,814
shares
|
$30 Million
9.23% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
50,667
shares
|
$30 Million
0.32% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
50,594
shares
|
$29.9 Million
0.5% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
50,428
shares
|
$29.8 Million
10.48% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
50,360
shares
|
$29.8 Million
2.42% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,140
shares
|
$29.6 Million
0.71% of portfolio
|
Q3 2022
Reduced 2.3%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
50,118
shares
|
$29.6 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
50,074
shares
|
$29.6 Million
24.48% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
50,031
shares
|
$29.6 Million
15.56% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
49,723
shares
|
$29.4 Million
10.28% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Diana Davis Spencer Foundation
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
49,675
shares
|
$29.4 Million
9.67% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Financial Partners
|
Aug 13, 2025 Q2 2025 |
49,611
shares
|
$29.3 Million
15.72% of portfolio
|
Q2 2025
Added 32.51%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
49,426
shares
|
$29.2 Million
1.86% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
48,911
shares
|
$28.9 Million
0.57% of portfolio
|
Q2 2025
Added 23.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
48,592
shares
|
$28.7 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.84%
|