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 |
|---|---|---|---|---|---|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
30,459
shares
|
$18 Million
1.43% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
30,260
shares
|
$17.9 Million
2.73% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
30,117
shares
|
$17.8 Million
0.42% of portfolio
|
Q2 2025
Added 34.93%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
29,929
shares
|
$17.7 Million
2.34% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
29,886
shares
|
$17.7 Million
5.02% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
29,878
shares
|
$17.7 Million
11.38% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
29,856
shares
|
$17.7 Million
0.66% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
29,790
shares
|
$17.6 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
29,738
shares
|
$17.6 Million
6.27% of portfolio
|
Q1 2023
Added 137.66%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
29,710
shares
|
$17.6 Million
0.75% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
29,615
shares
|
$17.5 Million
1.18% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
29,612
shares
|
$17.5 Million
7.95% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
29,547
shares
|
$17.5 Million
4.63% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
29,531
shares
|
$17.5 Million
1.95% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
29,530
shares
|
$17.5 Million
1.32% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
29,479
shares
|
$17.4 Million
10.75% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
29,436
shares
|
$17.4 Million
4.89% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
29,366
shares
|
$17.4 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
29,314
shares
|
$17.3 Million
2.63% of portfolio
|
Q3 2023
Reduced 83.16%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
28,969
shares
|
$17.1 Million
1.54% of portfolio
|
Q2 2025
Added 561.69%
|
|
|
Avory & Company, LLC
Miami, FL |
Jul 31, 2025 Q2 2025 |
28,810
shares
|
$17 Million
10.22% of portfolio
|
Q4 2020
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
28,750
shares
|
$17 Million
15.89% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
28,579
shares
|
$16.9 Million
1.38% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
28,486
shares
|
$16.8 Million
8.18% of portfolio
|
Q1 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
28,444
shares
|
$16.8 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.22%
|