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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,428
shares
|
$16.8 Million
3.08% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,421
shares
|
$16.8 Million
0.11% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
28,420
shares
|
$16.8 Million
3.36% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
28,402
shares
|
$16.8 Million
2.3% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
28,400
shares
|
$16.8 Million
6.28% of portfolio
|
Q2 2025
Added 136.02%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
28,376
shares
|
$16.8 Million
10.19% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
28,271
shares
|
$16.7 Million
0.11% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
28,131
shares
|
$16.6 Million
4.51% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,990
shares
|
$16.6 Million
1.64% of portfolio
|
Q2 2025
Reduced 57.95%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
27,975
shares
|
$16.5 Million
2.41% of portfolio
|
Q2 2025
Added 44.57%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
27,914
shares
|
$16.5 Million
12.67% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
27,906
shares
|
$16.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,821
shares
|
$16.5 Million
1.63% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
27,642
shares
|
$16.3 Million
6.76% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
27,579
shares
|
$16.3 Million
10.2% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
27,568
shares
|
$16.3 Million
2.17% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
27,548
shares
|
$16.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
27,530
shares
|
$16.3 Million
0.96% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
27,497
shares
|
$16.3 Million
0.59% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
27,493
shares
|
$16.3 Million
1.74% of portfolio
|
Q2 2025
Added 20.14%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
27,411
shares
|
$16.2 Million
0.51% of portfolio
|
Q2 2025
Added 100.12%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
27,333
shares
|
$16.2 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
27,225
shares
|
$16.1 Million
9.68% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
26,919
shares
|
$15.9 Million
3.37% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
26,887
shares
|
$15.9 Million
1.21% of portfolio
|
Q2 2025
Added 3.92%
|