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 |
---|---|---|---|---|---|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
20,485
shares
|
$10.4 Million
7.79% of portfolio
|
Q1 2025
Added 19.38%
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
20,457
shares
|
$10.4 Million
0.74% of portfolio
|
Q1 2025
Added 1.48%
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
20,443
shares
|
$10.4 Million
9.53% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
20,433
shares
|
$10.4 Million
0.27% of portfolio
|
Q1 2025
Added 40.98%
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
20,389
shares
|
$10.4 Million
10.39% of portfolio
|
Q1 2025
Added 39.7%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
20,352
shares
|
$10.4 Million
1.66% of portfolio
|
Q1 2025
Added 1525.56%
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
20,326
shares
|
$10.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
20,300
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 76.56%
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
20,209
shares
|
$10.3 Million
5.71% of portfolio
|
Q1 2025
Added 0.4%
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
20,189
shares
|
$10.3 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
20,176
shares
|
$10.3 Million
0.97% of portfolio
|
Q1 2025
Added 4.4%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
20,140
shares
|
$10.2 Million
0.18% of portfolio
|
Q4 2022
Added 6.37%
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
20,126
shares
|
$10.2 Million
6.08% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
20,082
shares
|
$10.2 Million
0.34% of portfolio
|
Q1 2024
Added 0.75%
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
20,065
shares
|
$10.2 Million
3.46% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
20,045
shares
|
$10.2 Million
0.25% of portfolio
|
Q1 2025
Added 1.55%
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
20,043
shares
|
$10.2 Million
2.25% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
20,043
shares
|
$10.2 Million
2.01% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
19,978
shares
|
$10.2 Million
13.31% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
19,971
shares
|
$10.2 Million
11.22% of portfolio
|
Q3 2024
Added 2.17%
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
19,879
shares
|
$10.1 Million
10.08% of portfolio
|
Q1 2025
Added 2.17%
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
19,836
shares
|
$10.1 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,825
shares
|
$10.1 Million
0.57% of portfolio
|
Q4 2023
Added 44.18%
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
19,814
shares
|
$10.1 Million
1.9% of portfolio
|
Q1 2025
Added 1.1%
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
19,802
shares
|
$10.1 Million
1.9% of portfolio
|
Q1 2025
Added 65.76%
|