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 |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
40,567
shares
|
$24 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
40,535
shares
|
$24 Million
2.04% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
40,521
shares
|
$24 Million
7.02% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
40,481
shares
|
$23.9 Million
6.13% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
40,334
shares
|
$23.8 Million
10.83% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
40,328
shares
|
$23.8 Million
13.81% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
40,080
shares
|
$23.7 Million
10.54% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
39,968
shares
|
$23.6 Million
0.72% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
39,868
shares
|
$23.6 Million
6.89% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,770
shares
|
$23.5 Million
0.13% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
39,747
shares
|
$23.5 Million
10.41% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,506
shares
|
$23.4 Million
5.66% of portfolio
|
Q4 2024
Added 38.64%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
39,499
shares
|
$23.4 Million
2.61% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
39,494
shares
|
$23.4 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
39,435
shares
|
$23.3 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
39,431
shares
|
$23.3 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
39,239
shares
|
$23.2 Million
8.6% of portfolio
|
Q2 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,210
shares
|
$23.2 Million
0.57% of portfolio
|
Q3 2022
Added 889.65%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
39,192
shares
|
$23.2 Million
3.59% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
39,118
shares
|
$23.1 Million
0.93% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
39,097
shares
|
$23.1 Million
0.99% of portfolio
|
Q2 2025
Reduced 46.4%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
39,030
shares
|
$23.1 Million
0.0% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
38,968
shares
|
$23 Million
1.55% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Park Presidio Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
38,938
shares
|
$23 Million
2.35% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
38,906
shares
|
$23 Million
19.02% of portfolio
|
Q1 2025
Added 15.07%
|