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 |
|---|---|---|---|---|---|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
6,868
shares
|
$4.06 Million
1.91% of portfolio
|
Q2 2025
Reduced 83.02%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
6,866
shares
|
$4.06 Million
2.29% of portfolio
|
Q2 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,865
shares
|
$4.06 Million
0.19% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
6,858
shares
|
$4.06 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Triasima Portfolio Management Inc.
|
Jul 23, 2025 Q2 2025 |
6,835
shares
|
$4.04 Million
0.83% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
6,812
shares
|
$4.03 Million
1.28% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,788
shares
|
$4.01 Million
1.75% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
6,768
shares
|
$4 Million
0.38% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cv Advisors LLC
Aventura, FL |
Jul 25, 2025 Q2 2025 |
6,763
shares
|
$4 Million
1.18% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
6,760
shares
|
$4 Million
2.33% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
6,757
shares
|
$4 Million
0.45% of portfolio
|
Q2 2025
Added 30.87%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,757
shares
|
$4 Million
0.24% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
6,741
shares
|
$3.99 Million
1.04% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,735
shares
|
$3.98 Million
0.33% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
6,722
shares
|
$3.97 Million
3.43% of portfolio
|
Q2 2025
Added 68.09%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
6,711
shares
|
$3.97 Million
1.61% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
6,700
shares
|
$3.96 Million
1.87% of portfolio
|
Q2 2025
Reduced 26.1%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,666
shares
|
$3.94 Million
0.25% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
6,654
shares
|
$3.93 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
6,641
shares
|
$3.93 Million
0.72% of portfolio
|
Q2 2025
Reduced 21.52%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
6,629
shares
|
$3.92 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
6,613
shares
|
$3.91 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,609
shares
|
$3.91 Million
0.16% of portfolio
|
Q2 2022
Reduced 15.87%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
6,570
shares
|
$3.88 Million
0.25% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
6,570
shares
|
$3.88 Million
0.75% of portfolio
|
Q2 2025
Reduced 23.39%
|