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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,945
shares
|
$48.8 Million
0.05% of portfolio
|
Q3 2022
Added 24.33%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
95,674
shares
|
$48.7 Million
4.31% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
95,426
shares
|
$48.6 Million
15.11% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
95,327
shares
|
$48.5 Million
11.16% of portfolio
|
Q1 2025
Added 33.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
95,179
shares
|
$48.4 Million
0.64% of portfolio
|
Q4 2024
Added 58.62%
|
|
|
Safir Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
95,175
shares
|
$48.4 Million
38.93% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
94,927
shares
|
$48.3 Million
0.51% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
94,186
shares
|
$47.9 Million
1.92% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
93,536
shares
|
$47.6 Million
3.98% of portfolio
|
Q1 2025
Added 16.37%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
93,241
shares
|
$47.4 Million
23.8% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
93,201
shares
|
$47.4 Million
20.22% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
93,182
shares
|
$47.4 Million
33.61% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
93,042
shares
|
$47.3 Million
18.6% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
92,529
shares
|
$47.1 Million
32.22% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
92,452
shares
|
$47 Million
20.57% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
92,436
shares
|
$47 Million
1.79% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
91,279
shares
|
$46.4 Million
7.32% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
91,133
shares
|
$46.4 Million
2.87% of portfolio
|
Q3 2022
Reduced 17.46%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
90,637
shares
|
$46.1 Million
7.69% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
90,386
shares
|
$46 Million
17.05% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2025 Q1 2025 |
89,564
shares
|
$45.6 Million
20.21% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
May 06, 2025 Q1 2025 |
89,295
shares
|
$45.4 Million
11.5% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
89,034
shares
|
$45.3 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
88,551
shares
|
$45.1 Million
10.02% of portfolio
|
Q1 2025
Added 37.25%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
88,092
shares
|
$44.8 Million
11.53% of portfolio
|
Q1 2025
Added 80.71%
|