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 |
|---|---|---|---|---|---|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
164,948
shares
|
$83.9 Million
60.37% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
164,345
shares
|
$83.6 Million
9.62% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
163,400
shares
|
$83.1 Million
16.97% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
163,208
shares
|
$83 Million
11.35% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
161,930
shares
|
$82.4 Million
1.93% of portfolio
|
Q1 2024
Added 15.4%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
161,780
shares
|
$82.3 Million
4.15% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
160,701
shares
|
$81.8 Million
8.78% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
160,388
shares
|
$81.6 Million
21.09% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
158,246
shares
|
$80.5 Million
3.19% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
157,160
shares
|
$80 Million
17.46% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
155,377
shares
|
$79.1 Million
2.79% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
155,241
shares
|
$79 Million
1.22% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Feb 14, 2025 Q4 2024 |
154,558
shares
|
$78.6 Million
48.71% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
154,500
shares
|
$78.6 Million
26.41% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
154,170
shares
|
$78.4 Million
0.98% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
153,631
shares
|
$78.2 Million
11.78% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
153,540
shares
|
$78.1 Million
18.73% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
152,385
shares
|
$77.5 Million
19.63% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
151,583
shares
|
$77.1 Million
17.87% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
151,113
shares
|
$76.9 Million
14.69% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Orion Portfolio Solutions, LLC
|
May 14, 2025 Q1 2025 |
150,406
shares
|
$76.5 Million
0.83% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
150,079
shares
|
$76.4 Million
13.67% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
149,699
shares
|
$76.2 Million
4.27% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
148,850
shares
|
$75.7 Million
0.05% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
148,596
shares
|
$75.6 Million
1.99% of portfolio
|
Q1 2025
Added 2.84%
|