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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,838
shares
|
$4.2 Million
0.68% of portfolio
|
Q1 2025
Reduced 40.09%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
7,832
shares
|
$4.2 Million
0.94% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
7,830
shares
|
$4.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
7,801
shares
|
$4.18 Million
3.03% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
7,771
shares
|
$4.16 Million
2.52% of portfolio
|
Q1 2025
Added 69.3%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
7,768
shares
|
$4.16 Million
3.16% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Apr 21, 2025 Q1 2025 |
7,762
shares
|
$4.16 Million
3.63% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
7,757
shares
|
$4.16 Million
0.65% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,733
shares
|
$4.14 Million
3.96% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
7,683
shares
|
$4.12 Million
0.93% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
7,673
shares
|
$4.11 Million
0.57% of portfolio
|
Q1 2025
Reduced 67.15%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
7,669
shares
|
$4.11 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
7,669
shares
|
$4.11 Million
0.52% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,645
shares
|
$4.1 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
7,628
shares
|
$4.09 Million
0.12% of portfolio
|
Q1 2025
Added 24.62%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
7,605
shares
|
$4.07 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
7,604
shares
|
$4.07 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,598
shares
|
$4.07 Million
0.49% of portfolio
|
Q3 2022
Added 8.71%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,559
shares
|
$4.05 Million
0.36% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,545
shares
|
$4.04 Million
0.26% of portfolio
|
Q4 2022
Added 0.95%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,540
shares
|
$4.04 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
7,536
shares
|
$4.04 Million
0.81% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
7,527
shares
|
$4.03 Million
1.67% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
7,518
shares
|
$4.03 Million
0.68% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
7,504
shares
|
$4.02 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.66%
|