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 3,631 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 $267 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
68,205
shares
|
$34.7 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
68,057
shares
|
$34.6 Million
0.3% of portfolio
|
Q1 2025
Added 192.91%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
67,861
shares
|
$34.5 Million
1.25% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
67,812
shares
|
$34.5 Million
5.35% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
67,760
shares
|
$34.5 Million
0.02% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
67,585
shares
|
$34.4 Million
20.96% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
67,389
shares
|
$34.3 Million
31.91% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
67,270
shares
|
$34.2 Million
1.1% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
66,939
shares
|
$34.1 Million
4.36% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
66,601
shares
|
$33.9 Million
17.37% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
66,570
shares
|
$33.9 Million
4.12% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
66,199
shares
|
$33.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 70.71%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
66,076
shares
|
$33.6 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
65,551
shares
|
$33.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
65,494
shares
|
$33.3 Million
8.29% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
65,328
shares
|
$33.2 Million
20.61% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
65,142
shares
|
$33.1 Million
36.74% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
64,318
shares
|
$32.7 Million
1.14% of portfolio
|
Q1 2025
Added 1528.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
64,131
shares
|
$32.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
64,041
shares
|
$32.6 Million
1.37% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
63,615
shares
|
$32.4 Million
0.78% of portfolio
|
Q1 2025
Added 49.84%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
63,579
shares
|
$32.3 Million
0.48% of portfolio
|
Q1 2025
Reduced 45.19%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
63,325
shares
|
$32.2 Million
0.38% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
63,183
shares
|
$32.1 Million
4.35% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
62,646
shares
|
$31.9 Million
6.72% of portfolio
|
Q1 2025
Added 2.35%
|