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 3,618 institutions that hold shares in the stock, with a total of 525 Million shares, which have been reported (via 13F filing form) to have a value of $267 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
148,596
shares
|
$75.6 Million
1.99% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
147,697
shares
|
$75.1 Million
22.57% of portfolio
|
Q3 2022
Added 12.28%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
146,996
shares
|
$74.8 Million
0.67% of portfolio
|
Q4 2024
Added 53.61%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
146,947
shares
|
$74.8 Million
1.65% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
146,506
shares
|
$74.5 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
145,610
shares
|
$74.1 Million
30.06% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
145,504
shares
|
$74 Million
0.04% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
145,459
shares
|
$74 Million
8.39% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
144,475
shares
|
$73.5 Million
32.1% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
144,194
shares
|
$73.4 Million
16.79% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
143,042
shares
|
$72.8 Million
6.14% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
143,009
shares
|
$72.8 Million
0.55% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
May 08, 2025 Q1 2025 |
142,802
shares
|
$72.7 Million
9.95% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
141,621
shares
|
$72.1 Million
12.96% of portfolio
|
Q1 2025
Added 62.6%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
141,365
shares
|
$71.9 Million
30.72% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
141,104
shares
|
$71.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 50.31%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
139,955
shares
|
$71.2 Million
10.89% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
138,494
shares
|
$70.5 Million
0.3% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
137,644
shares
|
$70 Million
1.48% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
P/E Global LLC
|
Apr 17, 2025 Q1 2025 |
134,036
shares
|
$68.2 Million
15.59% of portfolio
|
Q1 2025
Added 37.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
133,940
shares
|
$68.2 Million
9.11% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
133,819
shares
|
$68.1 Million
14.45% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
133,490
shares
|
$67.9 Million
0.45% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
133,173
shares
|
$67.8 Million
19.61% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
131,921
shares
|
$67.1 Million
19.14% of portfolio
|
Q1 2025
Added 0.32%
|