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 |
|---|---|---|---|---|---|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
15,624
shares
|
$7.95 Million
0.2% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
15,540
shares
|
$7.91 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
15,500
shares
|
$7.89 Million
1.77% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
15,495
shares
|
$7.88 Million
2.57% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
15,477
shares
|
$7.87 Million
1.41% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
15,391
shares
|
$7.83 Million
5.14% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
15,369
shares
|
$7.82 Million
0.65% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
15,353
shares
|
$7.81 Million
0.58% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
15,350
shares
|
$7.81 Million
0.42% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
15,321
shares
|
$7.8 Million
6.16% of portfolio
|
Q1 2025
Reduced 38.87%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
15,302
shares
|
$7.79 Million
2.66% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
15,282
shares
|
$7.78 Million
1.1% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
15,279
shares
|
$7.77 Million
5.24% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
15,273
shares
|
$7.77 Million
4.66% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
15,268
shares
|
$7.77 Million
0.18% of portfolio
|
Q4 2024
Added 34.88%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,261
shares
|
$7.76 Million
1.13% of portfolio
|
Q1 2025
Reduced 40.19%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
15,243
shares
|
$7.76 Million
0.78% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
15,205
shares
|
$7.74 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
15,185
shares
|
$7.73 Million
1.21% of portfolio
|
Q1 2025
Added 129.94%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
15,179
shares
|
$7.72 Million
5.44% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
15,162
shares
|
$7.71 Million
2.37% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
15,158
shares
|
$7.71 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
15,110
shares
|
$7.69 Million
0.5% of portfolio
|
Q3 2023
Added 26.06%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
15,071
shares
|
$7.67 Million
0.59% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
15,042
shares
|
$7.65 Million
0.1% of portfolio
|
Q1 2025
Added 118.19%
|