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 $282 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
4,668
shares
|
$2.5 Million
0.51% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,659
shares
|
$2.5 Million
1.21% of portfolio
|
Q1 2025
Added 23.38%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
4,645
shares
|
$2.49 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
4,644
shares
|
$2.49 Million
3.14% of portfolio
|
Q1 2025
Reduced 67.43%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
4,639
shares
|
$2.49 Million
0.32% of portfolio
|
Q1 2025
Reduced 33.56%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,633
shares
|
$2.48 Million
0.16% of portfolio
|
Q1 2023
Reduced 0.54%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
4,633
shares
|
$2.48 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
4,624
shares
|
$2.48 Million
0.14% of portfolio
|
Q1 2025
Added 47.87%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
4,616
shares
|
$2.47 Million
1.7% of portfolio
|
Q1 2024
Added 1.86%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
4,605
shares
|
$2.47 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,598
shares
|
$2.46 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
4,580
shares
|
$2.45 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
4,550
shares
|
$2.44 Million
0.29% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4,533
shares
|
$2.43 Million
0.22% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
4,511
shares
|
$2.42 Million
0.82% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,507
shares
|
$2.41 Million
0.42% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
4,496
shares
|
$2.41 Million
1.18% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
4,481
shares
|
$2.4 Million
1.59% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
4,449
shares
|
$2.38 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
4,443
shares
|
$2.38 Million
1.72% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
4,440
shares
|
$2.38 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
4,424
shares
|
$2.37 Million
0.33% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
4,412
shares
|
$2.36 Million
0.57% of portfolio
|
Q1 2025
Added 21.61%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
4,408
shares
|
$2.36 Million
0.54% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
4,396
shares
|
$2.36 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.16%
|