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 |
|---|---|---|---|---|---|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
45,171
shares
|
$26.7 Million
11.48% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Canerector Inc
Toronto, A6 |
Jul 16, 2025 Q2 2025 |
45,140
shares
|
$26.7 Million
14.54% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
45,022
shares
|
$26.6 Million
14.74% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Unconventional Investor, LLC
|
Aug 01, 2025 Q2 2025 |
44,930
shares
|
$26.6 Million
14.52% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
44,887
shares
|
$26.5 Million
3.23% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
44,731
shares
|
$26.4 Million
6.56% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
44,720
shares
|
$26.4 Million
3.91% of portfolio
|
Q3 2023
Added 10.95%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
44,670
shares
|
$26.4 Million
7.79% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
44,568
shares
|
$26.4 Million
0.18% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
44,559
shares
|
$26.3 Million
1.43% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
44,416
shares
|
$26.3 Million
15.93% of portfolio
|
Q2 2025
Reduced 16.69%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
44,389
shares
|
$26.2 Million
7.03% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
44,252
shares
|
$26.2 Million
1.82% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
43,862
shares
|
$25.9 Million
3.97% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
43,844
shares
|
$25.9 Million
19.43% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
43,787
shares
|
$25.9 Million
18.5% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
43,721
shares
|
$25.9 Million
8.78% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
43,712
shares
|
$25.8 Million
8.28% of portfolio
|
Q2 2025
Added 912.56%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
43,577
shares
|
$25.8 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
43,432
shares
|
$25.7 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
43,412
shares
|
$25.7 Million
10.1% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
43,351
shares
|
$25.6 Million
0.3% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
43,329
shares
|
$25.6 Million
4.51% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
43,234
shares
|
$25.6 Million
6.25% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
43,158
shares
|
$25.5 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.32%
|