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 |
|---|---|---|---|---|---|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
59,367
shares
|
$36.7 Million
16.15% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
58,655
shares
|
$36.2 Million
5.68% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
58,615
shares
|
$36.2 Million
1.0% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
58,565
shares
|
$36.2 Million
1.35% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
58,491
shares
|
$36.1 Million
8.04% of portfolio
|
Q3 2025
Added 2949.58%
|
|
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
Nov 14, 2025 Q3 2025 |
58,248
shares
|
$36 Million
1.78% of portfolio
|
Q3 2025
Reduced 20.1%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
58,199
shares
|
$36 Million
10.19% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
57,828
shares
|
$35.7 Million
11.93% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
57,752
shares
|
$35.7 Million
1.77% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
57,666
shares
|
$35.6 Million
2.76% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
57,583
shares
|
$35.6 Million
22.35% of portfolio
|
Q4 2025
Added 69.84%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
57,495
shares
|
$35.5 Million
9.84% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
57,429
shares
|
$35.5 Million
2.24% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
57,304
shares
|
$35.4 Million
1.05% of portfolio
|
Q3 2022
Added 149.98%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
57,272
shares
|
$35.4 Million
8.89% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
57,253
shares
|
$35.4 Million
0.61% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
56,990
shares
|
$35.2 Million
0.82% of portfolio
|
Q3 2025
Added 61.08%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
56,935
shares
|
$35.2 Million
7.96% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
56,660
shares
|
$35 Million
20.18% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
56,609
shares
|
$35 Million
1.75% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
56,367
shares
|
$34.8 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
56,278
shares
|
$34.8 Million
2.33% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
56,092
shares
|
$34.7 Million
1.53% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
55,158
shares
|
$34.1 Million
1.62% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
55,054
shares
|
$34 Million
0.76% of portfolio
|
Q3 2025
Added 307.81%
|
|