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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,026
shares
|
$1.79 Million
0.14% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
3,024
shares
|
$1.79 Million
1.14% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
3,019
shares
|
$1.79 Million
0.9% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
3,014
shares
|
$1.78 Million
0.27% of portfolio
|
Q2 2025
Added 237.14%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
3,014
shares
|
$1.78 Million
1.41% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
3,005
shares
|
$1.78 Million
0.96% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
3,003
shares
|
$1.78 Million
0.87% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
3,003
shares
|
$1.78 Million
0.33% of portfolio
|
Q2 2025
Added 24.86%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
2,996
shares
|
$1.77 Million
1.0% of portfolio
|
Q2 2025
Reduced 57.83%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,991
shares
|
$1.77 Million
0.27% of portfolio
|
Q4 2022
Added 90.03%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,991
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2022
Reduced 10.1%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
2,990
shares
|
$1.77 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
2,981
shares
|
$1.76 Million
1.03% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
2,979
shares
|
$1.76 Million
4.66% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,967
shares
|
$1.75 Million
0.25% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,964
shares
|
$1.75 Million
0.23% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,948
shares
|
$1.74 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
2,944
shares
|
$1.74 Million
0.63% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,929
shares
|
$1.73 Million
0.06% of portfolio
|
Q2 2025
Added 24.8%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,914
shares
|
$1.72 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
2,913
shares
|
$1.72 Million
0.18% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
2,912
shares
|
$1.72 Million
0.52% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
2,906
shares
|
$1.72 Million
0.53% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
2,902
shares
|
$1.72 Million
1.56% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
2,895
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 30.58%
|