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 3,886 institutions that hold shares in the stock, with a total of 546 Million shares, which have been reported (via 13F filing form) to have a value of $337 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
253,831
shares
|
$157 Million
0.31% of portfolio
|
Q3 2025
Added 50.67%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
250,083
shares
|
$155 Million
7.81% of portfolio
|
Q3 2025
Added 323.5%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
248,751
shares
|
$154 Million
38.89% of portfolio
|
Q4 2025
Added 1.84%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
247,889
shares
|
$153 Million
5.39% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
247,673
shares
|
$153 Million
11.38% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
246,920
shares
|
$153 Million
10.96% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
246,795
shares
|
$152 Million
2.59% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
246,522
shares
|
$152 Million
6.15% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
246,317
shares
|
$152 Million
6.98% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
245,834
shares
|
$152 Million
21.45% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
245,786
shares
|
$152 Million
10.2% of portfolio
|
Q3 2021
Added 4.2%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
245,519
shares
|
$152 Million
30.0% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
243,333
shares
|
$150 Million
3.19% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
241,627
shares
|
$149 Million
1.72% of portfolio
|
Q4 2023
Added 2.27%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
241,332
shares
|
$149 Million
3.11% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
237,328
shares
|
$147 Million
3.08% of portfolio
|
Q3 2025
Added 102.1%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
236,572
shares
|
$146 Million
0.81% of portfolio
|
Q2 2025
Reduced 42.39%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
233,643
shares
|
$144 Million
3.53% of portfolio
|
Q3 2025
Reduced 31.79%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
233,095
shares
|
$144 Million
32.63% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
229,929
shares
|
$142 Million
11.94% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
229,708
shares
|
$142 Million
6.72% of portfolio
|
Q3 2025
Added 28.87%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
229,564
shares
|
$142 Million
3.36% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
229,564
shares
|
$142 Million
2.87% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
228,956
shares
|
$141 Million
0.42% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
226,841
shares
|
$140 Million
9.54% of portfolio
|
Q3 2025
Added 0.13%
|
|