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 |
|---|---|---|---|---|---|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
75,272
shares
|
$38.3 Million
11.93% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
75,241
shares
|
$38.3 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
75,189
shares
|
$38.3 Million
14.74% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
74,971
shares
|
$38.1 Million
15.41% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
74,783
shares
|
$38.1 Million
1.06% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
74,448
shares
|
$37.9 Million
0.01% of portfolio
|
Q1 2025
Added 230.78%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
74,373
shares
|
$37.8 Million
33.03% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
73,942
shares
|
$37.6 Million
5.46% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
73,688
shares
|
$37.5 Million
0.01% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
73,256
shares
|
$37.3 Million
0.35% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
72,785
shares
|
$37 Million
38.83% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
72,780
shares
|
$37 Million
23.15% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
72,683
shares
|
$37 Million
0.58% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
72,234
shares
|
$36.8 Million
2.98% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
71,549
shares
|
$36.4 Million
26.91% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
71,525
shares
|
$36.4 Million
14.71% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
Front Street Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
71,275
shares
|
$36.3 Million
6.67% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
71,000
shares
|
$36.1 Million
0.46% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
70,941
shares
|
$36.1 Million
0.32% of portfolio
|
Q4 2024
Added 108.28%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
70,804
shares
|
$36 Million
7.15% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
70,804
shares
|
$36 Million
4.37% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
70,482
shares
|
$35.9 Million
1.65% of portfolio
|
Q1 2025
Added 25.61%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
69,940
shares
|
$35.6 Million
2.72% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
69,579
shares
|
$35.4 Million
11.81% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
69,450
shares
|
$35.3 Million
3.61% of portfolio
|
Q4 2024
Added 0.65%
|