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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
4,233
shares
|
$2.5 Million
0.51% of portfolio
|
Q2 2025
Added 48.06%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
4,230
shares
|
$2.5 Million
0.51% of portfolio
|
Q2 2025
Added 46.06%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
4,208
shares
|
$2.49 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
4,200
shares
|
$2.48 Million
1.11% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
4,194
shares
|
$2.48 Million
0.15% of portfolio
|
Q2 2025
Added 159.21%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
4,189
shares
|
$2.48 Million
2.03% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
4,185
shares
|
$2.47 Million
0.28% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
4,182
shares
|
$2.47 Million
0.12% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
4,178
shares
|
$2.47 Million
0.55% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
4,165
shares
|
$2.46 Million
0.76% of portfolio
|
Q4 2024
Reduced 84.64%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
4,164
shares
|
$2.46 Million
0.37% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
4,162
shares
|
$2.46 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
4,154
shares
|
$2.46 Million
0.19% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
4,154
shares
|
$2.46 Million
0.77% of portfolio
|
Q2 2025
Reduced 35.76%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,149
shares
|
$2.45 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
4,139
shares
|
$2.45 Million
0.55% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
4,138
shares
|
$2.45 Million
0.96% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
4,137
shares
|
$2.45 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
4,127
shares
|
$2.44 Million
0.52% of portfolio
|
Q2 2025
Added 33.09%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,123
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
4,122
shares
|
$2.44 Million
1.54% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
4,098
shares
|
$2.42 Million
0.75% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
4,097
shares
|
$2.42 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
4,094
shares
|
$2.42 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
4,078
shares
|
$2.41 Million
0.15% of portfolio
|
Q2 2025
Added 11.09%
|