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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
15,037
shares
|
$7.65 Million
2.95% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
15,005
shares
|
$7.63 Million
0.48% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
14,978
shares
|
$7.62 Million
1.72% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,932
shares
|
$7.6 Million
0.83% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
14,921
shares
|
$7.59 Million
0.02% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
14,652
shares
|
$7.46 Million
2.05% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
14,621
shares
|
$7.44 Million
2.64% of portfolio
|
Q1 2025
Reduced 19.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
14,587
shares
|
$7.42 Million
0.55% of portfolio
|
Q1 2025
Added 45.03%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
14,563
shares
|
$7.41 Million
2.7% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
14,524
shares
|
$7.39 Million
0.92% of portfolio
|
Q4 2022
Added 3.57%
|
|
|
Greenhouse Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
14,521
shares
|
$7.39 Million
5.58% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
14,516
shares
|
$7.39 Million
1.76% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
14,510
shares
|
$7.38 Million
0.01% of portfolio
|
Q1 2025
Added 423.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
14,458
shares
|
$7.36 Million
0.13% of portfolio
|
Q2 2024
Added 5.49%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
14,448
shares
|
$7.35 Million
3.97% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
14,442
shares
|
$7.35 Million
3.99% of portfolio
|
Q4 2023
Added 711.35%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
14,422
shares
|
$7.34 Million
1.58% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
14,406
shares
|
$7.33 Million
1.17% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
14,400
shares
|
$7.33 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
14,380
shares
|
$7.32 Million
2.18% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
14,380
shares
|
$7.32 Million
0.4% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,365
shares
|
$7.31 Million
10.85% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
14,362
shares
|
$7.31 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
14,343
shares
|
$7.3 Million
1.51% of portfolio
|
Q1 2023
Reduced 12.04%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
14,339
shares
|
$7.3 Million
8.48% of portfolio
|
Q1 2025
Added 49.13%
|