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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
131,770
shares
|
$67 Million
12.82% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
131,439
shares
|
$66.9 Million
16.56% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Feb 14, 2025 Q4 2024 |
131,334
shares
|
$66.8 Million
7.97% of portfolio
|
Q4 2024
Added 54.27%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
130,084
shares
|
$66.2 Million
4.49% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
129,619
shares
|
$66 Million
3.82% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
129,127
shares
|
$65.7 Million
39.94% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
127,671
shares
|
$65 Million
0.62% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
127,363
shares
|
$64.8 Million
3.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
125,699
shares
|
$64 Million
26.82% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Feb 14, 2025 Q4 2024 |
125,200
shares
|
$63.7 Million
5.36% of portfolio
|
Q2 2023
Reduced 8.95%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
125,136
shares
|
$63.7 Million
84.42% of portfolio
|
Q4 2022
Reduced 70.51%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
124,000
shares
|
$63.1 Million
31.7% of portfolio
|
Q2 2023
Reduced 8.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
123,474
shares
|
$62.8 Million
1.48% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
123,090
shares
|
$62.6 Million
1.78% of portfolio
|
Q1 2025
New holding
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
122,340
shares
|
$62.2 Million
18.84% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
121,472
shares
|
$61.8 Million
0.67% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
121,464
shares
|
$61.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
120,804
shares
|
$61.5 Million
18.15% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
American Family Investments, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
120,344
shares
|
$61.2 Million
3.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
120,045
shares
|
$61.1 Million
0.49% of portfolio
|
Q4 2024
Added 54.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
119,838
shares
|
$61 Million
0.09% of portfolio
|
Q4 2024
Added 93.45%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
119,108
shares
|
$60.6 Million
1.32% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
118,637
shares
|
$60.4 Million
7.9% of portfolio
|
Q4 2024
Reduced 14.15%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
118,222
shares
|
$60.2 Million
16.39% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Fortune 45 LLC
|
Feb 13, 2025 Q4 2024 |
117,990
shares
|
$60 Million
41.66% of portfolio
|
Q4 2024
Added 4.36%
|