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 526 Million shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,506
shares
|
$20.1 Million
5.66% of portfolio
|
Q4 2024
Added 38.64%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
39,435
shares
|
$20.1 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
39,341
shares
|
$20 Million
19.26% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
39,248
shares
|
$20 Million
7.41% of portfolio
|
Q1 2025
Added 30.15%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,210
shares
|
$20 Million
0.57% of portfolio
|
Q3 2022
Added 889.65%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
39,192
shares
|
$19.9 Million
3.59% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
38,945
shares
|
$19.8 Million
1.31% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
38,929
shares
|
$19.8 Million
6.49% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
38,856
shares
|
$19.8 Million
1.66% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
38,767
shares
|
$19.7 Million
8.77% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
38,607
shares
|
$19.6 Million
6.53% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
38,546
shares
|
$19.6 Million
14.07% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
38,499
shares
|
$19.6 Million
0.15% of portfolio
|
Q1 2025
Added 60.87%
|
|
|
Trinity Financial Advisors LLC
|
Apr 15, 2025 Q1 2025 |
38,353
shares
|
$19.5 Million
2.84% of portfolio
|
Q1 2025
Added 129.4%
|
|
|
Park Presidio Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
38,186
shares
|
$19.4 Million
4.92% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
38,176
shares
|
$19.4 Million
1.73% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
38,146
shares
|
$19.4 Million
10.19% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
38,134
shares
|
$19.4 Million
9.92% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
37,997
shares
|
$19.3 Million
6.11% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
37,793
shares
|
$19.2 Million
0.8% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
37,683
shares
|
$19.2 Million
0.98% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
37,567
shares
|
$19.1 Million
4.45% of portfolio
|
Q4 2023
Reduced 58.64%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
37,509
shares
|
$19.1 Million
8.05% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
True Wealth Financial Partners
|
May 15, 2025 Q1 2025 |
37,440
shares
|
$19 Million
11.77% of portfolio
|
Q1 2025
Added 25.54%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
37,343
shares
|
$19 Million
0.53% of portfolio
|
Q1 2025
Added 5.91%
|