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 3,631 institutions that hold shares in the stock, with a total of 526 Million shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
967
shares
|
$492,019
0.49% of portfolio
|
Q1 2025
Reduced 30.58%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
966
shares
|
$491,510
0.23% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
966
shares
|
$491,510
0.31% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
965
shares
|
$491,001
0.13% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
965
shares
|
$491,001
0.25% of portfolio
|
Q1 2023
Added 0.1%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
964
shares
|
$490,492
0.4% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
960
shares
|
$488,457
0.06% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
960
shares
|
$488,457
0.27% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
957
shares
|
$486,931
0.06% of portfolio
|
Q2 2024
Added 28.28%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
957
shares
|
$486,931
0.0% of portfolio
|
Q1 2025
Reduced 37.12%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
957
shares
|
$486,931
0.36% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
957
shares
|
$486,931
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
956
shares
|
$486,422
0.18% of portfolio
|
Q1 2025
Added 375.62%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
953
shares
|
$484,895
0.06% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
950
shares
|
$483,369
0.09% of portfolio
|
Q1 2025
Reduced 12.76%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
949
shares
|
$482,860
0.05% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
949
shares
|
$482,860
0.51% of portfolio
|
Q1 2025
Added 58.17%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
948
shares
|
$482,351
0.23% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
947
shares
|
$481,843
0.35% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
945
shares
|
$480,825
0.12% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
943
shares
|
$479,807
0.21% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
941
shares
|
$478,790
0.19% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
939
shares
|
$477,772
0.78% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
938
shares
|
$477,263
0.25% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
937
shares
|
$476,754
0.12% of portfolio
|
Q1 2025
Added 39.64%
|