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 |
|---|---|---|---|---|---|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
54,871
shares
|
$33.9 Million
24.98% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
54,692
shares
|
$33.8 Million
2.16% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
54,534
shares
|
$33.7 Million
19.84% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
54,405
shares
|
$33.6 Million
0.25% of portfolio
|
Q3 2025
Added 22.07%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
54,385
shares
|
$33.6 Million
0.32% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
54,373
shares
|
$33.6 Million
0.22% of portfolio
|
Q3 2025
Added 30.57%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
54,303
shares
|
$33.6 Million
17.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
54,064
shares
|
$33.4 Million
14.19% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
53,814
shares
|
$33.2 Million
0.5% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
53,631
shares
|
$33.1 Million
4.34% of portfolio
|
Q1 2024
Added 11.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
53,603
shares
|
$33.1 Million
0.91% of portfolio
|
Q3 2025
Added 27.96%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53,577
shares
|
$33.1 Million
10.56% of portfolio
|
Q2 2022
Added 3788.03%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
53,255
shares
|
$32.9 Million
0.83% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
53,054
shares
|
$32.8 Million
3.38% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
53,024
shares
|
$32.8 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
52,931
shares
|
$32.7 Million
17.58% of portfolio
|
Q4 2025
Reduced 6.8%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
52,238
shares
|
$32.3 Million
30.37% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
52,035
shares
|
$32.1 Million
0.5% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
52,032
shares
|
$32.1 Million
0.37% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
52,014
shares
|
$32.1 Million
1.27% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
51,927
shares
|
$32.1 Million
8.52% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
51,877
shares
|
$32.1 Million
2.55% of portfolio
|
Q4 2025
Added 16.15%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
51,800
shares
|
$32 Million
1.04% of portfolio
|
Q3 2025
Added 555.7%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
51,758
shares
|
$32 Million
2.71% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
51,745
shares
|
$32 Million
8.54% of portfolio
|
Q3 2025
Added 0.57%
|
|