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 3,663 institutions that hold shares in the stock, with a total of 530 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 |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
188,776
shares
|
$109 Million
8.24% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
187,270
shares
|
$108 Million
5.41% of portfolio
|
Q4 2022
Added 6.38%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
186,945
shares
|
$108 Million
0.6% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
186,789
shares
|
$107 Million
21.58% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
186,676
shares
|
$107 Million
6.16% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
186,549
shares
|
$107 Million
26.69% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
185,727
shares
|
$107 Million
1.21% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
184,743
shares
|
$106 Million
0.79% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
183,759
shares
|
$106 Million
16.0% of portfolio
|
Q1 2024
Added 2.61%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
183,665
shares
|
$106 Million
0.63% of portfolio
|
Q1 2025
Added 171.4%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
181,275
shares
|
$104 Million
4.82% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
178,008
shares
|
$102 Million
16.96% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
176,249
shares
|
$101 Million
17.11% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
176,212
shares
|
$101 Million
19.37% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
175,742
shares
|
$101 Million
2.08% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
175,000
shares
|
$101 Million
16.57% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
173,629
shares
|
$99.9 Million
5.81% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
173,145
shares
|
$99.6 Million
30.94% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
171,843
shares
|
$98.8 Million
9.02% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
169,234
shares
|
$97.3 Million
0.78% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
168,898
shares
|
$97.2 Million
2.13% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
167,533
shares
|
$96.4 Million
19.78% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
166,895
shares
|
$96 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
166,883
shares
|
$96 Million
12.44% of portfolio
|
Q1 2025
Added 298.13%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
166,696
shares
|
$95.9 Million
8.56% of portfolio
|
Q1 2025
Reduced 0.84%
|