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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
30,702
shares
|
$15.6 Million
2.15% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
30,630
shares
|
$15.6 Million
0.32% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
30,595
shares
|
$15.6 Million
7.91% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
30,548
shares
|
$15.5 Million
1.7% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
30,472
shares
|
$15.5 Million
0.69% of portfolio
|
Q1 2025
Added 166.43%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
30,464
shares
|
$15.5 Million
12.71% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
30,430
shares
|
$15.5 Million
2.81% of portfolio
|
Q1 2025
Added 203.48%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
30,424
shares
|
$15.5 Million
1.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
30,312
shares
|
$15.4 Million
4.72% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
30,153
shares
|
$15.3 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
30,068
shares
|
$15.3 Million
2.16% of portfolio
|
Q1 2025
Added 281.53%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
30,021
shares
|
$15.3 Million
1.95% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
30,001
shares
|
$15.3 Million
0.56% of portfolio
|
Q1 2025
Added 18.63%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
29,993
shares
|
$15.3 Million
0.97% of portfolio
|
Q1 2025
Reduced 45.89%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
29,867
shares
|
$15.2 Million
4.48% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
29,867
shares
|
$15.2 Million
0.54% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
29,784
shares
|
$15.2 Million
2.28% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
29,775
shares
|
$15.1 Million
9.31% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
29,738
shares
|
$15.1 Million
6.27% of portfolio
|
Q1 2023
Added 137.66%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
29,708
shares
|
$15.1 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
29,618
shares
|
$15.1 Million
11.47% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
29,533
shares
|
$15 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
29,530
shares
|
$15 Million
1.32% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
29,464
shares
|
$15 Million
0.16% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
29,436
shares
|
$15 Million
4.47% of portfolio
|
Q1 2025
Added 0.09%
|