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 3,667 institutions that hold shares in the stock, with a total of 531 Million shares, which have been reported (via 13F filing form) to have a value of $307 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
64,041
shares
|
$37 Million
1.37% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
63,615
shares
|
$36.8 Million
0.78% of portfolio
|
Q1 2025
Added 49.84%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
63,579
shares
|
$36.7 Million
0.48% of portfolio
|
Q1 2025
Reduced 45.19%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
63,569
shares
|
$36.7 Million
1.13% of portfolio
|
Q1 2025
Reduced 16.72%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
63,455
shares
|
$36.7 Million
2.87% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
63,131
shares
|
$36.5 Million
8.26% of portfolio
|
Q2 2025
Added 48.46%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
62,646
shares
|
$36.2 Million
6.72% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jul 15, 2025 Q2 2025 |
62,595
shares
|
$36.2 Million
4.4% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
62,561
shares
|
$36.2 Million
5.83% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
62,391
shares
|
$36.1 Million
22.03% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
62,366
shares
|
$36 Million
4.13% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
62,067
shares
|
$35.9 Million
2.53% of portfolio
|
Q2 2023
Added 3.01%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
61,982
shares
|
$35.8 Million
0.31% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
61,700
shares
|
$35.7 Million
8.53% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
61,608
shares
|
$35.6 Million
1.87% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
61,331
shares
|
$35.4 Million
0.52% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
61,006
shares
|
$35.3 Million
5.35% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
University Of Chicago
Chicago, IL |
May 08, 2025 Q1 2025 |
60,891
shares
|
$35.2 Million
47.39% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
60,719
shares
|
$35.1 Million
0.34% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
60,559
shares
|
$35 Million
17.05% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
60,502
shares
|
$35 Million
5.85% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Jul 17, 2025 Q2 2025 |
59,922
shares
|
$34.6 Million
14.83% of portfolio
|
Q2 2025
Added 39.48%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
59,676
shares
|
$34.5 Million
28.65% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
59,630
shares
|
$34.5 Million
16.01% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
59,559
shares
|
$34.4 Million
0.73% of portfolio
|
Q1 2025
Added 36.13%
|