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 |
|---|---|---|---|---|---|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
2,008
shares
|
$1.08 Million
0.67% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
2,006
shares
|
$1.07 Million
0.45% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
2,006
shares
|
$1.07 Million
0.32% of portfolio
|
Q1 2025
Added 28.43%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
2,006
shares
|
$1.07 Million
0.99% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
2,004
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,997
shares
|
$1.07 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
1,995
shares
|
$1.07 Million
0.88% of portfolio
|
Q1 2025
Added 120.93%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
1,990
shares
|
$1.07 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
1,985
shares
|
$1.06 Million
0.76% of portfolio
|
Q1 2024
Added 44.89%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
1,981
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
1,977
shares
|
$1.06 Million
0.55% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
1,976
shares
|
$1.06 Million
0.52% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Refined Wealth Management
|
Apr 22, 2025 Q1 2025 |
1,957
shares
|
$1.05 Million
0.82% of portfolio
|
Q1 2025
Added 35.62%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
1,953
shares
|
$1.05 Million
0.41% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
1,951
shares
|
$1.05 Million
0.84% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
1,950
shares
|
$1.04 Million
0.75% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
1,949
shares
|
$1.04 Million
0.15% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
1,948
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
1,937
shares
|
$1.04 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,932
shares
|
$1.04 Million
0.23% of portfolio
|
Q1 2025
Added 47.37%
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
1,930
shares
|
$1.03 Million
0.11% of portfolio
|
Q2 2023
Reduced 2.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,922
shares
|
$1.03 Million
0.21% of portfolio
|
Q1 2025
Added 1989.13%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,921
shares
|
$1.03 Million
0.36% of portfolio
|
Q1 2024
Added 4.4%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
1,921
shares
|
$1.03 Million
0.32% of portfolio
|
Q1 2025
Added 49.03%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
May 12, 2025 Q1 2025 |
1,916
shares
|
$1.03 Million
0.96% of portfolio
|
Q1 2025
New holding
|