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 3,707 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $300 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
17
shares
|
$10,051
0.01% of portfolio
|
Q2 2024
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
17
shares
|
$10,051
0.0% of portfolio
|
Q1 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
13
shares
|
$7,686
0.01% of portfolio
|
Q2 2022
New holding
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
13
shares
|
$7,686
0.0% of portfolio
|
Q1 2025
Reduced 99.81%
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
13
shares
|
$7,686
0.11% of portfolio
|
Q4 2024
New holding
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$7,095
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
10
shares
|
$5,912
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
10
shares
|
$5,912
0.0% of portfolio
|
Q4 2023
New holding
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
10
shares
|
$5,912
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
9
shares
|
$5,321
0.0% of portfolio
|
Q4 2023
Added 28.57%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
9
shares
|
$5,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
7
shares
|
$4,139
0.0% of portfolio
|
Q1 2025
Reduced 92.39%
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6
shares
|
$3,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
6
shares
|
$3,547
0.0% of portfolio
|
Q2 2025
New holding
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
6
shares
|
$3,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
6
shares
|
$3,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
5
shares
|
$2,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5
shares
|
$2,956
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5
shares
|
$2,956
0.0% of portfolio
|
Q2 2025
Reduced 99.82%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
4
shares
|
$2,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3
shares
|
$1,773
0.0% of portfolio
|
Q3 2023
New holding
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
3
shares
|
$1,773
0.0% of portfolio
|
Q1 2023
Reduced 40.0%
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
3
shares
|
$1,773
0.0% of portfolio
|
Q2 2025
Reduced 99.54%
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2
shares
|
$1,182
0.0% of portfolio
|
Q1 2023
New holding
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
2
shares
|
$1,182
0.0% of portfolio
|
Q2 2025
New holding
|