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 |
|---|---|---|---|---|---|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
41,192
shares
|
$21 Million
11.42% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
41,137
shares
|
$20.9 Million
1.56% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
41,113
shares
|
$20.9 Million
4.19% of portfolio
|
Q1 2025
Added 25.7%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
41,015
shares
|
$20.9 Million
9.89% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
41,008
shares
|
$20.9 Million
0.6% of portfolio
|
Q1 2025
Reduced 27.12%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
40,968
shares
|
$20.8 Million
2.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
40,946
shares
|
$20.8 Million
7.39% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
40,875
shares
|
$20.8 Million
1.58% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
40,833
shares
|
$20.8 Million
2.47% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,830
shares
|
$20.8 Million
2.03% of portfolio
|
Q1 2025
Reduced 68.84%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
40,792
shares
|
$20.8 Million
9.76% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
40,572
shares
|
$20.6 Million
10.78% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
40,488
shares
|
$20.6 Million
3.28% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
40,451
shares
|
$20.6 Million
7.87% of portfolio
|
Q1 2025
Reduced 23.31%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
40,128
shares
|
$20.4 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
40,123
shares
|
$20.4 Million
9.98% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
40,097
shares
|
$20.4 Million
4.11% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
40,096
shares
|
$20.4 Million
6.94% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
39,829
shares
|
$20.3 Million
1.99% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
39,818
shares
|
$20.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
39,795
shares
|
$20.2 Million
18.47% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,770
shares
|
$20.2 Million
0.13% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
39,721
shares
|
$20.2 Million
0.53% of portfolio
|
Q1 2025
Reduced 24.4%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
39,698
shares
|
$20.2 Million
9.94% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
39,582
shares
|
$20.1 Million
0.47% of portfolio
|
Q1 2025
Added 6.85%
|