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 |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
8,467
shares
|
$4.54 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
8,462
shares
|
$4.53 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,448
shares
|
$4.53 Million
0.41% of portfolio
|
Q2 2022
Added 298.3%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
8,428
shares
|
$4.52 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
8,422
shares
|
$4.51 Million
4.21% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
8,413
shares
|
$4.51 Million
0.45% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
8,408
shares
|
$4.5 Million
0.65% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
8,381
shares
|
$4.49 Million
1.47% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
8,356
shares
|
$4.48 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
8,295
shares
|
$4.44 Million
0.64% of portfolio
|
Q1 2025
Added 78.27%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
8,274
shares
|
$4.43 Million
4.91% of portfolio
|
Q2 2022
Added 84.36%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
8,263
shares
|
$4.43 Million
1.35% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
8,249
shares
|
$4.42 Million
0.7% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,207
shares
|
$4.4 Million
1.15% of portfolio
|
Q4 2024
Added 24.99%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
8,200
shares
|
$4.39 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,189
shares
|
$4.39 Million
0.44% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
8,166
shares
|
$4.38 Million
1.02% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
8,163
shares
|
$4.37 Million
1.69% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
8,160
shares
|
$4.37 Million
1.17% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
8,154
shares
|
$4.37 Million
0.74% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
8,134
shares
|
$4.36 Million
0.22% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,132
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.95%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
8,130
shares
|
$4.36 Million
2.99% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
8,114
shares
|
$4.35 Million
1.59% of portfolio
|
Q3 2024
Added 476.28%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
8,096
shares
|
$4.34 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.71%
|