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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
53,655
shares
|
$27.3 Million
3.12% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
53,631
shares
|
$27.3 Million
4.34% of portfolio
|
Q1 2024
Added 11.33%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53,577
shares
|
$27.3 Million
10.56% of portfolio
|
Q2 2022
Added 3788.03%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
53,493
shares
|
$27.2 Million
3.61% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
May 07, 2025 Q1 2025 |
53,312
shares
|
$27.1 Million
17.36% of portfolio
|
Q1 2025
Added 106.68%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
53,255
shares
|
$27.1 Million
0.83% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
52,733
shares
|
$26.8 Million
10.46% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
52,587
shares
|
$26.8 Million
13.71% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
52,464
shares
|
$26.7 Million
1.51% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
52,408
shares
|
$26.7 Million
2.47% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
52,337
shares
|
$26.6 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
52,106
shares
|
$26.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
51,970
shares
|
$26.4 Million
5.4% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
51,914
shares
|
$26.4 Million
13.83% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
51,809
shares
|
$26.4 Million
5.91% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
51,739
shares
|
$26.3 Million
0.88% of portfolio
|
Q1 2025
Added 61.09%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
51,555
shares
|
$26.2 Million
0.26% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
51,447
shares
|
$26.2 Million
0.57% of portfolio
|
Q1 2024
Added 11.0%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
51,159
shares
|
$26 Million
1.07% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
50,920
shares
|
$25.9 Million
1.51% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
50,552
shares
|
$25.7 Million
1.32% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
50,238
shares
|
$25.6 Million
0.37% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,140
shares
|
$25.5 Million
0.71% of portfolio
|
Q3 2022
Reduced 2.3%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
50,100
shares
|
$25.5 Million
8.29% of portfolio
|
Q1 2025
Reduced 18.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
50,011
shares
|
$25.4 Million
1.55% of portfolio
|
Q1 2025
Reduced 11.55%
|