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 |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
11,982
shares
|
$7.08 Million
0.1% of portfolio
|
Q2 2025
Added 17.11%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,920
shares
|
$7.05 Million
0.5% of portfolio
|
Q2 2025
Added 541.2%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
11,903
shares
|
$7.04 Million
2.79% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
11,880
shares
|
$7.02 Million
1.69% of portfolio
|
Q2 2025
Added 714.26%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
11,843
shares
|
$7 Million
5.47% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
11,842
shares
|
$7 Million
2.54% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
11,834
shares
|
$7 Million
0.12% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
11,831
shares
|
$7 Million
1.87% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
11,785
shares
|
$6.97 Million
1.58% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
11,757
shares
|
$6.95 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
11,739
shares
|
$6.94 Million
0.08% of portfolio
|
Q2 2025
Reduced 42.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11,728
shares
|
$6.93 Million
0.43% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,644
shares
|
$6.88 Million
0.33% of portfolio
|
Q3 2022
Added 8.17%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
11,631
shares
|
$6.88 Million
0.48% of portfolio
|
Q2 2025
Added 55.74%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
11,630
shares
|
$6.88 Million
6.37% of portfolio
|
Q2 2025
Reduced 43.11%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
11,594
shares
|
$6.86 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
11,537
shares
|
$6.82 Million
3.85% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
11,536
shares
|
$6.82 Million
2.61% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
11,523
shares
|
$6.81 Million
0.87% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
11,522
shares
|
$6.81 Million
3.27% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
11,510
shares
|
$6.81 Million
3.32% of portfolio
|
Q1 2024
Added 26.15%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
11,441
shares
|
$6.76 Million
3.44% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
11,439
shares
|
$6.76 Million
2.22% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
11,417
shares
|
$6.75 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
11,412
shares
|
$6.75 Million
4.15% of portfolio
|
Q2 2025
Added 69.62%
|