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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
20,596
shares
|
$12.2 Million
0.89% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
20,537
shares
|
$12.1 Million
0.65% of portfolio
|
Q2 2025
Reduced 24.07%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
20,525
shares
|
$12.1 Million
0.84% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
20,451
shares
|
$12.1 Million
1.73% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
20,405
shares
|
$12.1 Million
3.59% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
20,323
shares
|
$12 Million
1.86% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
20,227
shares
|
$12 Million
0.52% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
20,225
shares
|
$12 Million
8.73% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
20,209
shares
|
$11.9 Million
5.71% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
20,208
shares
|
$11.9 Million
7.93% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
20,188
shares
|
$11.9 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
20,157
shares
|
$11.9 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
20,140
shares
|
$11.9 Million
0.18% of portfolio
|
Q4 2022
Added 6.37%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
20,137
shares
|
$11.9 Million
7.55% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
20,126
shares
|
$11.9 Million
6.08% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
20,082
shares
|
$11.9 Million
0.34% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
20,043
shares
|
$11.9 Million
2.25% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
20,043
shares
|
$11.9 Million
2.01% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
19,978
shares
|
$11.8 Million
13.31% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
19,971
shares
|
$11.8 Million
11.22% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,825
shares
|
$11.7 Million
0.57% of portfolio
|
Q4 2023
Added 44.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
19,805
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.71%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
19,585
shares
|
$11.6 Million
5.54% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
19,570
shares
|
$11.6 Million
0.91% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
19,564
shares
|
$11.6 Million
0.32% of portfolio
|
Q2 2025
Added 1.63%
|