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 |
|---|---|---|---|---|---|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
899
shares
|
$457,420
0.05% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
899
shares
|
$457,420
0.09% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
898
shares
|
$456,911
0.12% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
898
shares
|
$456,911
0.03% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
897
shares
|
$456,402
0.45% of portfolio
|
Q3 2022
Added 3.46%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
896
shares
|
$455,893
0.13% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
895
shares
|
$455,384
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
894
shares
|
$454,876
0.2% of portfolio
|
Q3 2024
Added 122.39%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
894
shares
|
$454,876
0.28% of portfolio
|
Q1 2022
Reduced 10.96%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
894
shares
|
$454,876
0.08% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
892
shares
|
$453,858
0.14% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
891
shares
|
$453,349
0.09% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
890
shares
|
$452,840
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
889
shares
|
$452,332
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
884
shares
|
$449,788
0.21% of portfolio
|
Q1 2025
Added 675.44%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
883
shares
|
$449,279
0.18% of portfolio
|
Q2 2024
Reduced 11.7%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
882
shares
|
$448,770
0.25% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
882
shares
|
$448,770
0.1% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
882
shares
|
$448,770
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
878
shares
|
$446,735
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
875
shares
|
$445,208
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
871
shares
|
$443,173
0.29% of portfolio
|
Q1 2025
Added 54.16%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
871
shares
|
$443,173
0.33% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
869
shares
|
$442,155
0.24% of portfolio
|
Q1 2025
Added 86.88%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
868
shares
|
$441,647
0.21% of portfolio
|
Q4 2023
Added 0.7%
|