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 3,662 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 |
|---|---|---|---|---|---|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
131,921
shares
|
$75.9 Million
19.14% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
131,647
shares
|
$75.7 Million
16.32% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
130,084
shares
|
$74.8 Million
4.49% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
129,619
shares
|
$74.6 Million
3.82% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
129,127
shares
|
$74.3 Million
39.94% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
May 15, 2025 Q1 2025 |
129,032
shares
|
$74.2 Million
7.37% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
127,671
shares
|
$73.4 Million
0.62% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
127,599
shares
|
$73.4 Million
10.46% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
127,363
shares
|
$73.3 Million
3.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Progeny 3, Inc.
Seattle, WA |
May 15, 2025 Q1 2025 |
125,200
shares
|
$72 Million
4.99% of portfolio
|
Q2 2023
Reduced 8.95%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
125,136
shares
|
$72 Million
84.42% of portfolio
|
Q4 2022
Reduced 70.51%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
124,223
shares
|
$71.5 Million
0.49% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
124,000
shares
|
$71.3 Million
31.7% of portfolio
|
Q2 2023
Reduced 8.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
123,474
shares
|
$71 Million
1.48% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
P/E Global LLC
|
Jul 10, 2025 Q2 2025 |
123,275
shares
|
$70.9 Million
14.56% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
123,123
shares
|
$70.8 Million
25.74% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
123,090
shares
|
$70.8 Million
1.78% of portfolio
|
Q1 2025
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
122,899
shares
|
$70.7 Million
19.15% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
121,472
shares
|
$69.9 Million
0.67% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
121,464
shares
|
$69.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
120,804
shares
|
$69.5 Million
18.15% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
120,345
shares
|
$69.2 Million
8.66% of portfolio
|
Q2 2025
Reduced 26.26%
|
|
|
American Family Investments, Inc.
Madison, WI |
May 14, 2025 Q1 2025 |
120,344
shares
|
$69.2 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
118,222
shares
|
$68 Million
16.39% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
117,899
shares
|
$67.8 Million
23.04% of portfolio
|
Q2 2025
Added 3.25%
|