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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
8,085
shares
|
$4.33 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
8,084
shares
|
$4.33 Million
0.44% of portfolio
|
Q1 2025
Added 35.93%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
8,079
shares
|
$4.33 Million
0.12% of portfolio
|
Q1 2025
Reduced 60.97%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
8,068
shares
|
$4.32 Million
1.16% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
8,059
shares
|
$4.32 Million
0.82% of portfolio
|
Q1 2025
Reduced 95.57%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
8,040
shares
|
$4.31 Million
2.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
8,027
shares
|
$4.3 Million
0.97% of portfolio
|
Q1 2025
Added 365.6%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
8,018
shares
|
$4.3 Million
1.7% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
8,011
shares
|
$4.29 Million
0.14% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
8,010
shares
|
$4.29 Million
1.49% of portfolio
|
Q1 2025
Added 32.53%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
7,993
shares
|
$4.28 Million
2.25% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
7,973
shares
|
$4.27 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
7,972
shares
|
$4.27 Million
0.9% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,966
shares
|
$4.27 Million
1.37% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
7,935
shares
|
$4.25 Million
0.24% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
7,930
shares
|
$4.25 Million
0.75% of portfolio
|
Q1 2025
Added 39.05%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
7,917
shares
|
$4.24 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,904
shares
|
$4.23 Million
0.71% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
7,891
shares
|
$4.23 Million
1.58% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
7,890
shares
|
$4.23 Million
0.04% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,886
shares
|
$4.23 Million
1.25% of portfolio
|
Q4 2022
Added 9.56%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
7,883
shares
|
$4.22 Million
0.12% of portfolio
|
Q4 2024
Reduced 27.91%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
7,858
shares
|
$4.21 Million
1.79% of portfolio
|
Q1 2025
Added 73.77%
|
|
|
Fiduciary Counselling Inc
|
May 05, 2025 Q1 2025 |
7,849
shares
|
$4.21 Million
9.91% of portfolio
|
Q1 2025
Added 37.29%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
7,847
shares
|
$4.2 Million
6.31% of portfolio
|
Q3 2022
New holding
|