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 |
|---|---|---|---|---|---|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
29,314
shares
|
$14.9 Million
2.63% of portfolio
|
Q3 2023
Reduced 83.16%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
29,273
shares
|
$14.9 Million
1.29% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Glenview Trust CO
Louisville, KY |
May 15, 2025 Q1 2025 |
29,254
shares
|
$14.9 Million
0.3% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
29,244
shares
|
$14.9 Million
10.43% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
29,231
shares
|
$14.9 Million
10.93% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
29,167
shares
|
$14.8 Million
1.87% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
28,957
shares
|
$14.7 Million
5.86% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
28,863
shares
|
$14.7 Million
0.6% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Avory & Company, LLC
Miami, FL |
Apr 24, 2025 Q1 2025 |
28,810
shares
|
$14.7 Million
9.75% of portfolio
|
Q4 2020
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
28,736
shares
|
$14.6 Million
14.33% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
28,602
shares
|
$14.6 Million
1.54% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
28,506
shares
|
$14.5 Million
0.87% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
28,486
shares
|
$14.5 Million
8.27% of portfolio
|
Q1 2024
New holding
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
28,420
shares
|
$14.5 Million
3.09% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
28,406
shares
|
$14.5 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
28,371
shares
|
$14.4 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
28,325
shares
|
$14.4 Million
3.99% of portfolio
|
Q1 2025
Added 203.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
28,233
shares
|
$14.4 Million
0.52% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
28,164
shares
|
$14.3 Million
13.14% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
28,118
shares
|
$14.3 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Roth Financial Partners LLC
|
Apr 18, 2025 Q1 2025 |
27,864
shares
|
$14.2 Million
5.66% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
May 14, 2025 Q1 2025 |
27,642
shares
|
$14.1 Million
11.4% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
27,638
shares
|
$14.1 Million
0.83% of portfolio
|
Q1 2025
Added 580.91%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
27,587
shares
|
$14 Million
5.96% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
27,530
shares
|
$14 Million
0.96% of portfolio
|
Q1 2025
Added 2.93%
|