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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
38,830
shares
|
$23 Million
1.09% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
38,823
shares
|
$23 Million
6.44% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
38,769
shares
|
$22.9 Million
3.19% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
38,649
shares
|
$22.9 Million
8.86% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
38,614
shares
|
$22.8 Million
9.17% of portfolio
|
Q2 2025
Added 64.27%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
38,596
shares
|
$22.8 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
38,563
shares
|
$22.8 Million
10.86% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
38,443
shares
|
$22.7 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
38,287
shares
|
$22.6 Million
5.74% of portfolio
|
Q2 2025
Added 23.34%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
37,997
shares
|
$22.5 Million
6.11% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
37,963
shares
|
$22.4 Million
0.62% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
37,938
shares
|
$22.4 Million
10.62% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
37,725
shares
|
$22.3 Million
1.59% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
37,709
shares
|
$22.3 Million
1.69% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
37,631
shares
|
$22.3 Million
0.55% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
37,567
shares
|
$22.2 Million
4.45% of portfolio
|
Q4 2023
Reduced 58.64%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
37,468
shares
|
$22.2 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
37,334
shares
|
$22.1 Million
0.93% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
37,269
shares
|
$22 Million
0.88% of portfolio
|
Q2 2025
Added 38.7%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
37,257
shares
|
$22 Million
8.94% of portfolio
|
Q2 2025
Added 2073.69%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
37,230
shares
|
$22 Million
4.98% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
37,159
shares
|
$22 Million
5.98% of portfolio
|
Q2 2025
Added 250.92%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
37,073
shares
|
$21.9 Million
8.46% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
37,013
shares
|
$21.9 Million
0.62% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
36,986
shares
|
$21.9 Million
1.23% of portfolio
|
Q2 2025
Added 21.57%
|