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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
189,333
shares
|
$96.3 Million
6.59% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
188,782
shares
|
$96.1 Million
17.09% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
187,270
shares
|
$95.3 Million
5.41% of portfolio
|
Q4 2022
Added 6.38%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
186,945
shares
|
$95.1 Million
0.6% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
186,676
shares
|
$95 Million
6.16% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
186,633
shares
|
$95 Million
3.36% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
186,549
shares
|
$94.9 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
|
$94.5 Million
1.21% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
183,759
shares
|
$93.5 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
|
$93.5 Million
0.63% of portfolio
|
Q1 2025
Added 171.4%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
177,995
shares
|
$90.6 Million
4.97% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
176,249
shares
|
$89.7 Million
17.11% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
176,212
shares
|
$89.7 Million
19.37% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Rfg Holdings, Inc.
|
Apr 16, 2025 Q1 2025 |
176,023
shares
|
$89.6 Million
31.89% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
175,742
shares
|
$89.4 Million
2.08% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
173,629
shares
|
$88.3 Million
5.81% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
170,999
shares
|
$87 Million
31.03% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
168,898
shares
|
$85.9 Million
2.13% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
168,646
shares
|
$85.8 Million
7.34% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
168,115
shares
|
$85.5 Million
8.79% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
167,533
shares
|
$85.2 Million
19.78% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
166,971
shares
|
$85 Million
0.72% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
166,895
shares
|
$84.9 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
166,883
shares
|
$84.9 Million
12.44% of portfolio
|
Q1 2025
Added 298.13%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
166,308
shares
|
$84.6 Million
9.13% of portfolio
|
Q1 2025
Added 3.27%
|