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 |
|---|---|---|---|---|---|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
10,650
shares
|
$5.42 Million
2.5% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
10,639
shares
|
$5.41 Million
1.81% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
10,630
shares
|
$5.41 Million
1.1% of portfolio
|
Q4 2022
Reduced 0.85%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
10,595
shares
|
$5.39 Million
1.22% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
10,589
shares
|
$5.39 Million
1.81% of portfolio
|
Q1 2025
Added 56.06%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
10,578
shares
|
$5.38 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
10,527
shares
|
$5.36 Million
2.69% of portfolio
|
Q1 2025
Added 134.56%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
10,489
shares
|
$5.34 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
10,479
shares
|
$5.33 Million
1.44% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
10,477
shares
|
$5.33 Million
0.71% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
10,442
shares
|
$5.31 Million
2.1% of portfolio
|
Q1 2025
Reduced 63.44%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,439
shares
|
$5.31 Million
0.1% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
10,428
shares
|
$5.31 Million
2.58% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
10,410
shares
|
$5.3 Million
0.13% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
10,399
shares
|
$5.29 Million
4.87% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
10,386
shares
|
$5.28 Million
0.19% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
10,345
shares
|
$5.26 Million
2.19% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
10,338
shares
|
$5.26 Million
0.2% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
10,325
shares
|
$5.25 Million
0.09% of portfolio
|
Q4 2024
Added 21.67%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
10,319
shares
|
$5.25 Million
1.88% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
10,281
shares
|
$5.23 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
10,245
shares
|
$5.21 Million
3.68% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
10,210
shares
|
$5.19 Million
1.45% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
10,189
shares
|
$5.18 Million
1.85% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
10,188
shares
|
$5.18 Million
0.76% of portfolio
|
Q1 2025
Reduced 5.06%
|