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 |
|---|---|---|---|---|---|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
54,672
shares
|
$31.6 Million
24.81% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
54,654
shares
|
$31.6 Million
13.4% of portfolio
|
Q1 2025
Added 720.51%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
54,599
shares
|
$31.6 Million
2.91% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
54,585
shares
|
$31.5 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
54,559
shares
|
$31.5 Million
1.44% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
54,534
shares
|
$31.5 Million
19.84% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
54,263
shares
|
$31.4 Million
1.6% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
53,877
shares
|
$31.1 Million
1.58% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
53,671
shares
|
$31 Million
7.91% of portfolio
|
Q2 2025
Added 18.91%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
53,655
shares
|
$31 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
|
$31 Million
4.34% of portfolio
|
Q1 2024
Added 11.33%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53,577
shares
|
$31 Million
10.56% of portfolio
|
Q2 2022
Added 3788.03%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
53,565
shares
|
$31 Million
14.14% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
53,493
shares
|
$30.9 Million
3.61% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
May 07, 2025 Q1 2025 |
53,312
shares
|
$30.8 Million
17.36% of portfolio
|
Q1 2025
Added 106.68%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
53,255
shares
|
$30.8 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
|
$30.5 Million
10.46% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
52,587
shares
|
$30.4 Million
13.71% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
52,337
shares
|
$30.3 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
52,106
shares
|
$30.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
51,970
shares
|
$30 Million
5.4% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
51,773
shares
|
$29.9 Million
24.8% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
51,754
shares
|
$29.9 Million
13.21% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
51,739
shares
|
$29.9 Million
0.88% of portfolio
|
Q1 2025
Added 61.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
51,685
shares
|
$29.9 Million
3.27% of portfolio
|
Q2 2025
Added 13.63%
|