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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
11,840
shares
|
$6.02 Million
1.21% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
11,650
shares
|
$5.93 Million
3.66% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
11,650
shares
|
$5.93 Million
0.11% of portfolio
|
Q1 2025
Added 39.02%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11,646
shares
|
$5.93 Million
1.36% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,644
shares
|
$5.92 Million
0.33% of portfolio
|
Q3 2022
Added 8.17%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
11,577
shares
|
$5.89 Million
0.55% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
11,556
shares
|
$5.88 Million
0.1% of portfolio
|
Q1 2025
Added 27.76%
|
|
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
11,514
shares
|
$5.86 Million
7.99% of portfolio
|
Q1 2025
New holding
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
11,510
shares
|
$5.86 Million
3.32% of portfolio
|
Q1 2024
Added 26.15%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
11,481
shares
|
$5.84 Million
1.94% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
11,446
shares
|
$5.82 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
11,433
shares
|
$5.82 Million
0.63% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
11,418
shares
|
$5.81 Million
0.52% of portfolio
|
Q1 2025
Reduced 28.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,409
shares
|
$5.81 Million
0.72% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
11,394
shares
|
$5.8 Million
3.34% of portfolio
|
Q1 2025
Added 23.45%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
11,392
shares
|
$5.8 Million
1.43% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
11,378
shares
|
$5.79 Million
3.54% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
11,346
shares
|
$5.77 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
11,323
shares
|
$5.76 Million
2.96% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
11,320
shares
|
$5.76 Million
4.89% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
11,270
shares
|
$5.73 Million
0.18% of portfolio
|
Q1 2025
Added 201.18%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
11,234
shares
|
$5.72 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
11,214
shares
|
$5.71 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
11,210
shares
|
$5.7 Million
1.63% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
11,208
shares
|
$5.7 Million
0.37% of portfolio
|
Q1 2025
Added 63.72%
|