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 3,632 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 |
|---|---|---|---|---|---|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
11,201
shares
|
$5.7 Million
1.56% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
11,195
shares
|
$5.7 Million
1.98% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
11,186
shares
|
$5.69 Million
5.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
11,143
shares
|
$5.67 Million
0.54% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
11,130
shares
|
$5.66 Million
0.35% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
11,125
shares
|
$5.66 Million
0.01% of portfolio
|
Q1 2025
Added 15.44%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
11,112
shares
|
$5.65 Million
2.09% of portfolio
|
Q1 2025
Reduced 55.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
11,082
shares
|
$5.64 Million
0.39% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
11,058
shares
|
$5.63 Million
0.74% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
10,991
shares
|
$5.59 Million
1.9% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
10,975
shares
|
$5.58 Million
1.13% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
10,956
shares
|
$5.57 Million
3.11% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
10,925
shares
|
$5.56 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
10,923
shares
|
$5.56 Million
1.23% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
10,886
shares
|
$5.54 Million
2.16% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
10,811
shares
|
$5.5 Million
3.22% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
10,788
shares
|
$5.49 Million
2.6% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
10,767
shares
|
$5.48 Million
1.7% of portfolio
|
Q4 2024
Reduced 16.65%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
10,752
shares
|
$5.47 Million
0.84% of portfolio
|
Q4 2020
Added 35.87%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
10,722
shares
|
$5.46 Million
0.19% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
10,702
shares
|
$5.45 Million
0.3% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 20, 2025 Q4 2024 |
10,693
shares
|
$5.44 Million
5.11% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
10,678
shares
|
$5.43 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
10,662
shares
|
$5.42 Million
4.75% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
10,658
shares
|
$5.42 Million
0.6% of portfolio
|
Q1 2025
Added 8.89%
|