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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
9,623
shares
|
$5.24 Million
0.44% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
9,618
shares
|
$5.24 Million
1.54% of portfolio
|
Q1 2025
Added 84.64%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
9,609
shares
|
$5.24 Million
1.77% of portfolio
|
Q1 2025
Reduced 41.02%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
9,604
shares
|
$5.23 Million
0.37% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
9,591
shares
|
$5.23 Million
4.12% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
9,574
shares
|
$5.22 Million
2.07% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
9,574
shares
|
$5.22 Million
1.86% of portfolio
|
Q1 2025
Added 616.08%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
9,560
shares
|
$5.21 Million
2.89% of portfolio
|
Q1 2025
Added 278.02%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,448
shares
|
$5.15 Million
0.17% of portfolio
|
Q1 2024
Added 41.69%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
9,443
shares
|
$5.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
9,441
shares
|
$5.14 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
9,382
shares
|
$5.11 Million
0.46% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
9,346
shares
|
$5.09 Million
3.55% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
9,334
shares
|
$5.09 Million
1.9% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,332
shares
|
$5.08 Million
1.13% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
9,326
shares
|
$5.08 Million
0.25% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
9,325
shares
|
$5.08 Million
7.08% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
9,307
shares
|
$5.07 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
9,305
shares
|
$5.07 Million
4.32% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
9,294
shares
|
$5.06 Million
4.3% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
9,275
shares
|
$5.05 Million
0.8% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
9,272
shares
|
$5.05 Million
0.59% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
9,272
shares
|
$5.05 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
9,247
shares
|
$5.04 Million
0.54% of portfolio
|
Q1 2025
Reduced 35.79%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
9,218
shares
|
$5.02 Million
1.97% of portfolio
|
Q1 2025
Added 8.32%
|