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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,200
shares
|
$1.71 Million
1.25% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
3,196
shares
|
$1.71 Million
0.68% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
3,196
shares
|
$1.71 Million
0.79% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
3,195
shares
|
$1.71 Million
1.31% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
3,187
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
3,187
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 260.52%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
3,183
shares
|
$1.71 Million
1.86% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
3,182
shares
|
$1.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
3,174
shares
|
$1.7 Million
1.0% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
3,168
shares
|
$1.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
3,163
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 15.1%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
3,152
shares
|
$1.69 Million
0.32% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
3,146
shares
|
$1.69 Million
0.98% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
3,141
shares
|
$1.68 Million
0.71% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
May 12, 2025 Q1 2025 |
3,138
shares
|
$1.68 Million
1.6% of portfolio
|
Q1 2025
Reduced 27.65%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
3,137
shares
|
$1.68 Million
0.23% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
3,136
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,135
shares
|
$1.68 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
3,135
shares
|
$1.68 Million
0.23% of portfolio
|
Q1 2025
Added 19.7%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,132
shares
|
$1.68 Million
1.1% of portfolio
|
Q3 2024
Reduced 33.53%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
3,131
shares
|
$1.68 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,125
shares
|
$1.67 Million
0.7% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,123
shares
|
$1.67 Million
0.96% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
3,121
shares
|
$1.67 Million
0.12% of portfolio
|
Q2 2024
Added 20.18%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
3,104
shares
|
$1.66 Million
0.19% of portfolio
|
Q1 2025
Added 0.03%
|