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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
7,486
shares
|
$4.01 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
7,485
shares
|
$4.01 Million
0.32% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
7,482
shares
|
$4.01 Million
0.75% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
7,482
shares
|
$4.01 Million
5.32% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
7,475
shares
|
$4 Million
3.68% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
7,468
shares
|
$4 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
7,463
shares
|
$4 Million
2.62% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
7,449
shares
|
$3.99 Million
0.71% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
7,446
shares
|
$3.99 Million
1.99% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
7,443
shares
|
$3.99 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,440
shares
|
$3.99 Million
3.33% of portfolio
|
Q4 2024
Added 1121.67%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
7,431
shares
|
$3.98 Million
5.02% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
7,400
shares
|
$3.96 Million
2.11% of portfolio
|
Q1 2025
Added 71.69%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
7,394
shares
|
$3.96 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
7,389
shares
|
$3.96 Million
1.12% of portfolio
|
Q1 2025
Reduced 85.99%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
7,365
shares
|
$3.95 Million
2.3% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
7,338
shares
|
$3.93 Million
0.14% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
7,333
shares
|
$3.93 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
7,313
shares
|
$3.92 Million
2.56% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
7,311
shares
|
$3.92 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
7,308
shares
|
$3.92 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
7,301
shares
|
$3.91 Million
1.45% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,271
shares
|
$3.9 Million
1.8% of portfolio
|
Q1 2025
Added 1560.05%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
7,246
shares
|
$3.88 Million
0.19% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7,239
shares
|
$3.88 Million
0.34% of portfolio
|
Q2 2023
Added 923.9%
|