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 |
|---|---|---|---|---|---|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
385
shares
|
$221,459
0.05% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
385
shares
|
$221,459
0.03% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
384
shares
|
$220,884
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
382
shares
|
$219,734
0.04% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
382
shares
|
$219,734
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
381
shares
|
$219,158
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
381
shares
|
$219,158
0.15% of portfolio
|
Q4 2024
Reduced 26.87%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
380
shares
|
$218,583
0.08% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
378
shares
|
$217,433
0.11% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
377
shares
|
$216,857
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
375
shares
|
$215,707
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
371
shares
|
$213,406
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Randolph CO Inc
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
368
shares
|
$211,680
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
365
shares
|
$209,955
0.11% of portfolio
|
Q2 2025
Reduced 25.05%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
358
shares
|
$205,928
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
356
shares
|
$204,778
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
356
shares
|
$204,778
0.04% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
350
shares
|
$201,327
0.04% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
349
shares
|
$200,751
0.12% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
347
shares
|
$199,601
0.04% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
343
shares
|
$197,300
0.06% of portfolio
|
Q1 2025
Added 93.79%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
343
shares
|
$197,300
0.07% of portfolio
|
Q2 2025
Reduced 79.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
340
shares
|
$195,574
0.03% of portfolio
|
Q1 2023
Reduced 12.37%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
336
shares
|
$193,273
0.08% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
335
shares
|
$192,698
0.17% of portfolio
|
Q2 2025
Added 1016.67%
|