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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
13,112
shares
|
$7.75 Million
0.38% of portfolio
|
Q2 2025
Added 65.24%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
13,111
shares
|
$7.75 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
13,041
shares
|
$7.71 Million
0.82% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
13,024
shares
|
$7.7 Million
0.46% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
12,998
shares
|
$7.69 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
12,986
shares
|
$7.68 Million
7.2% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
12,942
shares
|
$7.65 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Legacy Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
12,896
shares
|
$7.63 Million
0.36% of portfolio
|
Q2 2025
Reduced 45.73%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
12,886
shares
|
$7.62 Million
1.65% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
12,868
shares
|
$7.61 Million
1.1% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Searcy Financial Services Inc
|
Jul 09, 2025 Q2 2025 |
12,790
shares
|
$7.56 Million
2.95% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
12,762
shares
|
$7.55 Million
1.69% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12,748
shares
|
$7.54 Million
0.62% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
12,748
shares
|
$7.54 Million
0.28% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
12,718
shares
|
$7.52 Million
4.63% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
12,675
shares
|
$7.49 Million
0.43% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,670
shares
|
$7.49 Million
1.29% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
12,664
shares
|
$7.49 Million
2.09% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
12,651
shares
|
$7.48 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
12,597
shares
|
$7.45 Million
0.82% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
12,572
shares
|
$7.43 Million
1.77% of portfolio
|
Q2 2025
Added 19.97%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
12,530
shares
|
$7.41 Million
1.95% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
12,508
shares
|
$7.4 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,504
shares
|
$7.39 Million
1.22% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
12,501
shares
|
$7.39 Million
0.58% of portfolio
|
Q2 2025
Added 7.98%
|