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 |
|---|---|---|---|---|---|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
5,898
shares
|
$3.49 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,889
shares
|
$3.48 Million
0.24% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
5,861
shares
|
$3.47 Million
2.76% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
5,859
shares
|
$3.46 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
5,856
shares
|
$3.46 Million
1.08% of portfolio
|
Q2 2025
Added 105.04%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,854
shares
|
$3.46 Million
0.27% of portfolio
|
Q2 2023
Added 51.85%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
5,837
shares
|
$3.45 Million
0.15% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,830
shares
|
$3.45 Million
2.27% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
5,825
shares
|
$3.44 Million
1.29% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
5,794
shares
|
$3.43 Million
25.25% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
5,789
shares
|
$3.42 Million
18.88% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
5,786
shares
|
$3.42 Million
0.52% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,779
shares
|
$3.42 Million
0.09% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
5,755
shares
|
$3.4 Million
1.42% of portfolio
|
Q1 2025
Added 368.27%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
5,737
shares
|
$3.39 Million
2.17% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
5,735
shares
|
$3.39 Million
1.01% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
5,705
shares
|
$3.37 Million
1.54% of portfolio
|
Q2 2025
Added 51.09%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
5,671
shares
|
$3.35 Million
0.35% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
5,671
shares
|
$3.35 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
5,667
shares
|
$3.35 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,663
shares
|
$3.35 Million
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
5,641
shares
|
$3.34 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
5,619
shares
|
$3.32 Million
1.21% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,614
shares
|
$3.32 Million
0.32% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,592
shares
|
$3.31 Million
0.54% of portfolio
|
Q2 2025
Added 132.32%
|