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 |
|---|---|---|---|---|---|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
13,669
shares
|
$6.95 Million
0.86% of portfolio
|
Q1 2025
Added 43.48%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
13,601
shares
|
$6.92 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
13,564
shares
|
$6.9 Million
1.9% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
13,522
shares
|
$6.88 Million
1.92% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
May 09, 2025 Q1 2025 |
13,500
shares
|
$6.87 Million
6.23% of portfolio
|
Q3 2022
Reduced 10.0%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
13,489
shares
|
$6.86 Million
0.31% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
13,489
shares
|
$6.86 Million
8.47% of portfolio
|
Q3 2023
Added 23.99%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
13,485
shares
|
$6.86 Million
1.58% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
13,483
shares
|
$6.86 Million
5.63% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
13,434
shares
|
$6.84 Million
0.1% of portfolio
|
Q1 2025
Added 47.98%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
13,428
shares
|
$6.83 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,352
shares
|
$6.79 Million
0.49% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
13,333
shares
|
$6.78 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
13,321
shares
|
$6.78 Million
0.61% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,273
shares
|
$6.75 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
13,259
shares
|
$6.75 Million
0.33% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
13,252
shares
|
$6.74 Million
0.94% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
13,246
shares
|
$6.74 Million
0.19% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
13,218
shares
|
$6.73 Million
0.18% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
13,204
shares
|
$6.72 Million
2.17% of portfolio
|
Q1 2025
Added 45.79%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
13,189
shares
|
$6.71 Million
3.09% of portfolio
|
Q1 2025
Reduced 40.9%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
13,182
shares
|
$6.71 Million
4.51% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
13,165
shares
|
$6.7 Million
0.3% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
13,129
shares
|
$6.68 Million
1.87% of portfolio
|
Q1 2025
Added 28.59%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
13,064
shares
|
$6.65 Million
6.05% of portfolio
|
Q1 2025
Reduced 2.08%
|