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 |
---|---|---|---|---|---|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
9,969
shares
|
$5.89 Million
0.49% of portfolio
|
Q3 2024
Added 4.79%
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
9,959
shares
|
$5.89 Million
4.19% of portfolio
|
Q2 2025
Added 7.03%
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
9,955
shares
|
$5.89 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
9,917
shares
|
$5.86 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
9,916
shares
|
$5.86 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,913
shares
|
$5.86 Million
3.95% of portfolio
|
Q2 2025
Added 11.26%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
9,906
shares
|
$5.86 Million
0.38% of portfolio
|
Q3 2024
Added 119.84%
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
9,903
shares
|
$5.86 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.72%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
9,877
shares
|
$5.84 Million
0.77% of portfolio
|
Q2 2025
Added 75.65%
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
9,867
shares
|
$5.83 Million
3.68% of portfolio
|
Q2 2025
Added 5.57%
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
9,847
shares
|
$5.82 Million
0.39% of portfolio
|
Q2 2025
Added 2.53%
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
9,844
shares
|
$5.82 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
9,840
shares
|
$5.82 Million
1.71% of portfolio
|
Q2 2025
Added 0.65%
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
9,825
shares
|
$5.81 Million
0.31% of portfolio
|
Q2 2025
Added 1.04%
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
9,800
shares
|
$5.79 Million
0.12% of portfolio
|
Q2 2025
Added 28.47%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,772
shares
|
$5.78 Million
0.49% of portfolio
|
Q4 2023
Reduced 74.07%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,763
shares
|
$5.77 Million
0.65% of portfolio
|
Q2 2024
Added 868.55%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
9,757
shares
|
$5.77 Million
3.83% of portfolio
|
Q2 2025
Added 10.42%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
9,751
shares
|
$5.77 Million
1.03% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
9,749
shares
|
$5.76 Million
0.86% of portfolio
|
Q2 2025
Added 22.94%
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
9,743
shares
|
$5.76 Million
1.21% of portfolio
|
Q2 2025
Added 4.4%
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
9,731
shares
|
$5.75 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
9,716
shares
|
$5.74 Million
2.21% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
9,713
shares
|
$5.74 Million
0.44% of portfolio
|
Q2 2025
Added 140.6%
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,711
shares
|
$5.74 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.97%
|