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 |
|---|---|---|---|---|---|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
98
shares
|
$56,371
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
95
shares
|
$54,645
0.04% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
93
shares
|
$53,495
0.02% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
91
shares
|
$52,345
0.03% of portfolio
|
Q1 2025
Added 333.33%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
90
shares
|
$51,769
0.02% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
90
shares
|
$51,769
0.03% of portfolio
|
Q1 2025
Added 83.67%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
89
shares
|
$51,194
0.04% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
83
shares
|
$47,743
0.01% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
81
shares
|
$46,592
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
78
shares
|
$44,867
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
78
shares
|
$44,867
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
73
shares
|
$41,991
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Garland Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
72
shares
|
$41,415
0.03% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
70
shares
|
$40,265
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
65
shares
|
$37,389
0.02% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
62
shares
|
$35,663
0.0% of portfolio
|
Q1 2025
Reduced 94.71%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
60
shares
|
$34,513
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$34,513
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
57
shares
|
$32,787
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
57
shares
|
$32,787
0.02% of portfolio
|
Q1 2025
Reduced 78.65%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
56
shares
|
$32,212
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
55
shares
|
$31,637
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
46
shares
|
$26,460
0.01% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
40
shares
|
$23,008
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
39
shares
|
$22,433
0.0% of portfolio
|
Q2 2025
Added 34.48%
|