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 |
|---|---|---|---|---|---|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,285
shares
|
$1.35 Million
0.74% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
2,285
shares
|
$1.35 Million
0.87% of portfolio
|
Q2 2025
Reduced 24.71%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
2,283
shares
|
$1.35 Million
1.09% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
2,269
shares
|
$1.34 Million
0.25% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,269
shares
|
$1.34 Million
0.51% of portfolio
|
Q1 2024
Added 8.31%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
2,267
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
2,266
shares
|
$1.34 Million
0.36% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
2,266
shares
|
$1.34 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.1%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
2,263
shares
|
$1.34 Million
0.58% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
2,263
shares
|
$1.34 Million
0.67% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
2,252
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Added 46.42%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
2,251
shares
|
$1.33 Million
0.36% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
2,246
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
2,243
shares
|
$1.33 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,232
shares
|
$1.32 Million
0.23% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
2,232
shares
|
$1.32 Million
0.91% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
2,231
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
2,227
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
2,226
shares
|
$1.32 Million
0.33% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2,226
shares
|
$1.32 Million
0.22% of portfolio
|
Q2 2025
Added 15.82%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
2,224
shares
|
$1.32 Million
5.37% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,223
shares
|
$1.31 Million
0.61% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
2,216
shares
|
$1.31 Million
0.45% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
2,211
shares
|
$1.31 Million
0.69% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,209
shares
|
$1.31 Million
0.75% of portfolio
|
Q3 2024
Added 0.27%
|