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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
44,000
shares
|
$22.4 Million
2.87% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
43,984
shares
|
$22.4 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
43,862
shares
|
$22.3 Million
7.32% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
43,831
shares
|
$22.3 Million
9.14% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
43,822
shares
|
$22.3 Million
0.19% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
43,754
shares
|
$22.3 Million
1.51% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
43,734
shares
|
$22.3 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
43,721
shares
|
$22.2 Million
8.78% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
43,251
shares
|
$22 Million
6.51% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
43,181
shares
|
$22 Million
3.74% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
Nov 13, 2024 Q3 2024 |
43,150
shares
|
$22 Million
100.0% of portfolio
|
Q3 2024
Added 70.22%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
42,980
shares
|
$21.9 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Apr 18, 2025 Q1 2025 |
42,960
shares
|
$21.9 Million
10.98% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
42,900
shares
|
$21.8 Million
0.01% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
42,825
shares
|
$21.8 Million
0.72% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
42,779
shares
|
$21.8 Million
7.1% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
42,581
shares
|
$21.7 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
42,523
shares
|
$21.6 Million
5.89% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
42,523
shares
|
$21.6 Million
17.63% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
42,118
shares
|
$21.4 Million
0.43% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Apr 23, 2025 Q1 2025 |
41,903
shares
|
$21.3 Million
12.16% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
41,791
shares
|
$21.3 Million
9.87% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
41,503
shares
|
$21.1 Million
0.68% of portfolio
|
Q4 2023
New holding
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
41,464
shares
|
$21.1 Million
19.29% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
41,271
shares
|
$21 Million
1.0% of portfolio
|
Q1 2025
Added 14.4%
|