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 |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
63,604
shares
|
$39.3 Million
2.53% of portfolio
|
Q3 2025
Added 141.17%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
63,581
shares
|
$39.3 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
63,182
shares
|
$39 Million
1.22% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
62,786
shares
|
$38.8 Million
1.67% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
62,587
shares
|
$38.7 Million
7.53% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
62,575
shares
|
$38.7 Million
0.46% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
University Of Chicago
Chicago, IL |
Nov 06, 2025 Q3 2025 |
62,572
shares
|
$38.7 Million
18.78% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
62,561
shares
|
$38.7 Million
5.83% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
62,553
shares
|
$38.6 Million
14.35% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
62,391
shares
|
$38.5 Million
23.79% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
62,067
shares
|
$38.3 Million
2.53% of portfolio
|
Q2 2023
Added 3.01%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
62,063
shares
|
$38.3 Million
3.45% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
61,445
shares
|
$38 Million
22.98% of portfolio
|
Q3 2025
Reduced 30.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
61,428
shares
|
$38 Million
1.28% of portfolio
|
Q4 2025
Added 114.77%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
61,217
shares
|
$37.8 Million
21.09% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Oct 14, 2025 Q3 2025 |
61,187
shares
|
$37.8 Million
4.34% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
61,056
shares
|
$37.7 Million
6.35% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
60,984
shares
|
$37.7 Million
5.15% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
60,855
shares
|
$37.6 Million
7.19% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
60,719
shares
|
$37.5 Million
0.34% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
60,542
shares
|
$37.4 Million
10.4% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
60,137
shares
|
$37.2 Million
6.28% of portfolio
|
Q4 2025
Added 5.95%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
59,618
shares
|
$36.8 Million
1.04% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
59,605
shares
|
$36.8 Million
0.99% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
59,438
shares
|
$36.7 Million
7.96% of portfolio
|
Q3 2025
Reduced 4.82%
|
|