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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
14,309
shares
|
$7.28 Million
0.86% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
14,262
shares
|
$7.26 Million
1.25% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
14,212
shares
|
$7.23 Million
0.6% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
14,190
shares
|
$7.22 Million
2.1% of portfolio
|
Q1 2025
Reduced 26.04%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
14,147
shares
|
$7.2 Million
0.99% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
14,105
shares
|
$7.18 Million
2.99% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
14,063
shares
|
$7.16 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
14,037
shares
|
$7.14 Million
0.1% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
13,990
shares
|
$7.12 Million
1.27% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
13,988
shares
|
$7.12 Million
5.01% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
13,935
shares
|
$7.09 Million
1.87% of portfolio
|
Q1 2025
Added 34.56%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
13,933
shares
|
$7.09 Million
2.01% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
13,902
shares
|
$7.07 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
13,887
shares
|
$7.07 Million
9.18% of portfolio
|
Q1 2025
Added 21.92%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
13,876
shares
|
$7.06 Million
0.98% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
13,875
shares
|
$7.06 Million
2.12% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,870
shares
|
$7.06 Million
0.56% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
13,842
shares
|
$7.04 Million
6.19% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
13,838
shares
|
$7.04 Million
1.31% of portfolio
|
Q1 2025
Added 33.43%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
13,827
shares
|
$7.04 Million
0.34% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
13,716
shares
|
$6.98 Million
3.63% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,714
shares
|
$6.98 Million
0.67% of portfolio
|
Q3 2022
Reduced 11.56%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
13,708
shares
|
$6.97 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
13,697
shares
|
$6.97 Million
0.25% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
13,690
shares
|
$6.97 Million
0.07% of portfolio
|
Q1 2025
Reduced 30.7%
|