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 |
---|---|---|---|---|---|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
593
shares
|
$301,724
0.2% of portfolio
|
Q1 2025
Added 0.34%
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
591
shares
|
$300,706
0.07% of portfolio
|
Q1 2025
Added 0.34%
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
590
shares
|
$300,197
0.33% of portfolio
|
Q1 2025
Added 0.68%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
587
shares
|
$298,671
0.17% of portfolio
|
Q2 2022
New holding
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
587
shares
|
$298,671
0.22% of portfolio
|
Q1 2025
Added 20.04%
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
586
shares
|
$298,162
0.02% of portfolio
|
Q1 2025
Added 9.12%
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
586
shares
|
$298,162
0.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Apr 02, 2025 Q1 2025 |
586
shares
|
$298,162
0.12% of portfolio
|
Q1 2025
Added 5.97%
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
585
shares
|
$297,653
0.13% of portfolio
|
Q2 2024
New holding
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
585
shares
|
$297,653
0.2% of portfolio
|
Q1 2025
New holding
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
585
shares
|
$297,653
0.08% of portfolio
|
Q1 2025
Reduced 99.84%
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
582
shares
|
$296,127
0.17% of portfolio
|
Q4 2024
New holding
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
581
shares
|
$295,618
0.31% of portfolio
|
Q4 2024
New holding
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
580
shares
|
$295,109
0.1% of portfolio
|
Q1 2025
Added 0.17%
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
578
shares
|
$294,092
0.03% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
578
shares
|
$294,092
0.1% of portfolio
|
Q4 2023
Added 12.02%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
578
shares
|
$294,092
0.09% of portfolio
|
Q1 2025
Added 9.68%
|
|
Drystone LLC
|
May 01, 2025 Q1 2025 |
575
shares
|
$292,565
0.36% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
575
shares
|
$292,565
0.21% of portfolio
|
Q4 2021
New holding
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
573
shares
|
$291,548
0.07% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
572
shares
|
$291,039
0.03% of portfolio
|
Q4 2023
Reduced 23.43%
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
571
shares
|
$290,530
0.08% of portfolio
|
Q1 2025
Reduced 61.55%
|
|
Forefront Wealth Management Inc.
|
Apr 17, 2025 Q1 2025 |
570
shares
|
$290,021
0.3% of portfolio
|
Q4 2024
New holding
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
569
shares
|
$289,512
0.07% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
567
shares
|
$288,495
0.07% of portfolio
|
Q3 2024
Added 24.62%
|