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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
13,954
shares
|
$8.25 Million
0.62% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,870
shares
|
$8.2 Million
0.56% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
13,864
shares
|
$8.2 Million
0.35% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
13,847
shares
|
$8.19 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
13,801
shares
|
$8.16 Million
0.28% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,714
shares
|
$8.11 Million
0.67% of portfolio
|
Q3 2022
Reduced 11.56%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
13,697
shares
|
$8.1 Million
2.28% of portfolio
|
Q2 2025
Reduced 19.1%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
13,695
shares
|
$8.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
13,672
shares
|
$8.08 Million
2.59% of portfolio
|
Q2 2025
Added 511.18%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
13,605
shares
|
$8.04 Million
0.29% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
13,556
shares
|
$8.02 Million
1.36% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
13,540
shares
|
$8.01 Million
1.27% of portfolio
|
Q2 2025
Reduced 21.73%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
13,519
shares
|
$7.99 Million
4.12% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Aug 08, 2025 Q2 2025 |
13,500
shares
|
$7.98 Million
5.57% of portfolio
|
Q3 2022
Reduced 10.0%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
13,500
shares
|
$7.98 Million
0.18% of portfolio
|
Q2 2025
Reduced 48.79%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
13,489
shares
|
$7.98 Million
8.47% of portfolio
|
Q3 2023
Added 23.99%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
13,441
shares
|
$7.95 Million
6.27% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
13,407
shares
|
$7.93 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
13,330
shares
|
$7.88 Million
2.56% of portfolio
|
Q2 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,273
shares
|
$7.85 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
13,243
shares
|
$7.83 Million
1.45% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
13,231
shares
|
$7.82 Million
0.46% of portfolio
|
Q2 2025
Reduced 19.97%
|
|
|
Parker Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,200
shares
|
$7.81 Million
1.18% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
13,187
shares
|
$7.8 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
13,138
shares
|
$7.77 Million
0.1% of portfolio
|
Q2 2025
Added 10.66%
|