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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
58,441
shares
|
$29.7 Million
4.5% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
57,304
shares
|
$29.2 Million
1.05% of portfolio
|
Q3 2022
Added 149.98%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
57,072
shares
|
$29 Million
15.73% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
56,949
shares
|
$29 Million
21.28% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
56,929
shares
|
$29 Million
1.81% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
56,875
shares
|
$28.9 Million
4.13% of portfolio
|
Q1 2025
Added 49.65%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
56,858
shares
|
$28.9 Million
0.9% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
56,735
shares
|
$28.9 Million
7.5% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
56,648
shares
|
$28.8 Million
9.53% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
56,553
shares
|
$28.8 Million
0.57% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
56,529
shares
|
$28.8 Million
5.91% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
56,509
shares
|
$28.8 Million
11.28% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
56,466
shares
|
$28.7 Million
7.37% of portfolio
|
Q1 2025
Added 110.64%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
56,197
shares
|
$28.6 Million
2.06% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
55,477
shares
|
$28.2 Million
2.98% of portfolio
|
Q1 2025
Added 69.37%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
55,192
shares
|
$28.1 Million
2.19% of portfolio
|
Q1 2025
Reduced 20.94%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
54,992
shares
|
$28 Million
2.0% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
54,870
shares
|
$27.9 Million
8.23% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
54,672
shares
|
$27.8 Million
24.81% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
54,654
shares
|
$27.8 Million
13.4% of portfolio
|
Q1 2025
Added 720.51%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
54,585
shares
|
$27.8 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
54,534
shares
|
$27.7 Million
19.84% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
54,263
shares
|
$27.6 Million
1.6% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
53,877
shares
|
$27.4 Million
1.58% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
53,731
shares
|
$27.3 Million
0.29% of portfolio
|
Q1 2025
Added 3.78%
|