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 |
|---|---|---|---|---|---|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,935
shares
|
$21.8 Million
5.39% of portfolio
|
Q1 2023
Added 1.91%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,932
shares
|
$21.8 Million
18.58% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
36,657
shares
|
$21.7 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
36,619
shares
|
$21.7 Million
0.51% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
36,407
shares
|
$21.5 Million
1.22% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
36,337
shares
|
$21.5 Million
26.67% of portfolio
|
Q3 2023
Reduced 8.91%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
36,247
shares
|
$21.4 Million
1.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
36,135
shares
|
$21.4 Million
2.08% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
36,120
shares
|
$21.4 Million
11.9% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
36,060
shares
|
$21.3 Million
0.04% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
35,986
shares
|
$21.3 Million
12.1% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
35,914
shares
|
$21.2 Million
2.59% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Alamar Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
35,782
shares
|
$21.2 Million
11.29% of portfolio
|
Q2 2025
Added 20.17%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
35,771
shares
|
$21.2 Million
1.19% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
35,685
shares
|
$21.1 Million
10.42% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
35,434
shares
|
$21 Million
2.16% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
35,379
shares
|
$20.9 Million
0.57% of portfolio
|
Q2 2025
Added 33.55%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
35,346
shares
|
$20.9 Million
2.32% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
35,299
shares
|
$20.9 Million
0.49% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
35,248
shares
|
$20.8 Million
6.3% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
35,216
shares
|
$20.8 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
35,206
shares
|
$20.8 Million
0.74% of portfolio
|
Q2 2025
Reduced 31.95%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
35,121
shares
|
$20.8 Million
5.9% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
35,038
shares
|
$20.7 Million
0.65% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
34,965
shares
|
$20.7 Million
3.36% of portfolio
|
Q2 2025
Reduced 44.1%
|