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 3,613 institutions that hold shares in the stock, with a total of 524 Million shares, which have been reported (via 13F filing form) to have a value of $266 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
220,752
shares
|
$112 Million
31.92% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
219,546
shares
|
$112 Million
6.37% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
218,540
shares
|
$111 Million
3.02% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
218,351
shares
|
$111 Million
2.0% of portfolio
|
Q3 2022
Added 9.68%
|
|
|
Southern Farm Bureau Life Insurance
|
Jan 17, 2025 Q4 2024 |
218,225
shares
|
$111 Million
16.7% of portfolio
|
Q4 2024
Added 25.98%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
217,197
shares
|
$111 Million
12.8% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
217,051
shares
|
$110 Million
11.17% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
216,447
shares
|
$110 Million
4.82% of portfolio
|
Q4 2022
Added 3.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
215,221
shares
|
$110 Million
0.0% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
215,107
shares
|
$109 Million
7.13% of portfolio
|
Q1 2025
Added 32.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
209,940
shares
|
$107 Million
0.52% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
209,546
shares
|
$107 Million
8.82% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
209,417
shares
|
$107 Million
5.61% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
208,811
shares
|
$106 Million
11.62% of portfolio
|
Q1 2025
Reduced 72.44%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
207,321
shares
|
$105 Million
0.61% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
207,051
shares
|
$105 Million
40.69% of portfolio
|
Q3 2022
Added 1.8%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
205,539
shares
|
$105 Million
18.65% of portfolio
|
Q1 2025
Added 99.53%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
203,358
shares
|
$103 Million
3.72% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
200,094
shares
|
$102 Million
1.86% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
198,821
shares
|
$101 Million
2.08% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
197,915
shares
|
$101 Million
5.02% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
193,458
shares
|
$98.4 Million
15.19% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
191,119
shares
|
$97.2 Million
4.25% of portfolio
|
Q1 2025
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
190,923
shares
|
$97.1 Million
28.7% of portfolio
|
Q4 2023
Added 94.7%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
189,333
shares
|
$96.3 Million
6.59% of portfolio
|
Q4 2024
Reduced 0.33%
|