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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,532
shares
|
$2.09 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,528
shares
|
$2.09 Million
0.13% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
3,523
shares
|
$2.08 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,494
shares
|
$2.07 Million
0.62% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
3,487
shares
|
$2.06 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
3,484
shares
|
$2.06 Million
0.82% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
3,481
shares
|
$2.06 Million
0.09% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
3,462
shares
|
$2.05 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Aug 06, 2025 Q2 2025 |
3,451
shares
|
$2.04 Million
1.71% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
3,448
shares
|
$2.04 Million
0.25% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,443
shares
|
$2.04 Million
0.36% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,434
shares
|
$2.03 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
3,432
shares
|
$2.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
3,425
shares
|
$2.03 Million
0.28% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
3,424
shares
|
$2.02 Million
0.09% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
3,414
shares
|
$2.02 Million
0.36% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
3,405
shares
|
$2.01 Million
0.56% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
3,404
shares
|
$2.01 Million
0.34% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,397
shares
|
$2.01 Million
1.17% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
3,393
shares
|
$2.01 Million
0.67% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
3,393
shares
|
$2.01 Million
0.65% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
3,392
shares
|
$2.01 Million
0.72% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
3,391
shares
|
$2.01 Million
0.36% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
3,388
shares
|
$2 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,377
shares
|
$2 Million
0.26% of portfolio
|
Q2 2025
Added 0.21%
|