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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
10,151
shares
|
$5.53 Million
1.06% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
10,151
shares
|
$5.53 Million
1.15% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
10,146
shares
|
$5.53 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
10,079
shares
|
$5.49 Million
0.22% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
10,053
shares
|
$5.48 Million
1.84% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,044
shares
|
$5.47 Million
2.2% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
10,036
shares
|
$5.47 Million
3.26% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
9,969
shares
|
$5.43 Million
0.49% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
9,963
shares
|
$5.43 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
9,960
shares
|
$5.43 Million
0.18% of portfolio
|
Q1 2025
Added 109.2%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
9,906
shares
|
$5.4 Million
0.37% of portfolio
|
Q3 2024
Added 119.84%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
9,903
shares
|
$5.4 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.72%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
9,888
shares
|
$5.39 Million
2.13% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
9,783
shares
|
$5.33 Million
1.26% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
9,776
shares
|
$5.33 Million
1.63% of portfolio
|
Q1 2025
Added 68.2%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,772
shares
|
$5.32 Million
0.49% of portfolio
|
Q4 2023
Reduced 74.07%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
9,765
shares
|
$5.32 Million
1.05% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,763
shares
|
$5.32 Million
0.65% of portfolio
|
Q2 2024
Added 868.55%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
9,724
shares
|
$5.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
9,707
shares
|
$5.29 Million
3.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
9,705
shares
|
$5.29 Million
3.18% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
9,690
shares
|
$5.28 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,659
shares
|
$5.26 Million
0.36% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
9,629
shares
|
$5.25 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
9,628
shares
|
$5.25 Million
3.28% of portfolio
|
Q1 2024
Added 76.92%
|