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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,776
shares
|
$2.23 Million
1.1% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
3,774
shares
|
$2.23 Million
0.09% of portfolio
|
Q2 2025
Added 124.11%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
3,767
shares
|
$2.23 Million
1.23% of portfolio
|
Q2 2025
Added 16.91%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
3,767
shares
|
$2.23 Million
1.59% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,758
shares
|
$2.22 Million
1.15% of portfolio
|
Q4 2021
Reduced 10.97%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,757
shares
|
$2.22 Million
0.26% of portfolio
|
Q2 2025
Reduced 37.37%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
3,753
shares
|
$2.22 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
3,752
shares
|
$2.22 Million
0.22% of portfolio
|
Q2 2025
Reduced 98.59%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,738
shares
|
$2.21 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2025 Q2 2025 |
3,721
shares
|
$2.2 Million
1.66% of portfolio
|
Q2 2025
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
3,713
shares
|
$2.2 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,712
shares
|
$2.19 Million
0.07% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
3,709
shares
|
$2.19 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,707
shares
|
$2.19 Million
0.57% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
3,700
shares
|
$2.19 Million
0.41% of portfolio
|
Q2 2025
Added 109.16%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
3,700
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
3,698
shares
|
$2.19 Million
1.17% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
3,687
shares
|
$2.18 Million
0.81% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
3,675
shares
|
$2.17 Million
0.37% of portfolio
|
Q1 2025
Added 61.4%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
3,674
shares
|
$2.17 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
3,667
shares
|
$2.17 Million
0.2% of portfolio
|
Q2 2025
Added 141.09%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
3,663
shares
|
$2.17 Million
1.39% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
3,661
shares
|
$2.16 Million
0.16% of portfolio
|
Q2 2025
Reduced 69.23%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
3,647
shares
|
$2.16 Million
0.27% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
3,641
shares
|
$2.15 Million
1.72% of portfolio
|
Q2 2025
Added 4.54%
|