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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
44,720
shares
|
$27.6 Million
3.91% of portfolio
|
Q3 2023
Added 10.95%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
44,604
shares
|
$27.6 Million
7.05% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
44,602
shares
|
$27.6 Million
1.9% of portfolio
|
Q3 2025
Added 84.63%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
44,596
shares
|
$27.6 Million
4.62% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
44,559
shares
|
$27.5 Million
1.43% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
44,542
shares
|
$27.5 Million
6.66% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
44,402
shares
|
$27.4 Million
1.65% of portfolio
|
Q3 2025
Added 17.75%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Nov 05, 2025 Q3 2025 |
44,373
shares
|
$27.4 Million
6.65% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
44,160
shares
|
$27.3 Million
8.35% of portfolio
|
Q4 2025
Added 10.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
44,112
shares
|
$27.3 Million
1.78% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
43,900
shares
|
$27.1 Million
10.16% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
43,882
shares
|
$27.1 Million
0.11% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
43,869
shares
|
$27.1 Million
10.48% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
43,820
shares
|
$27.1 Million
11.25% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
43,814
shares
|
$27.1 Million
0.59% of portfolio
|
Q3 2025
Added 45.48%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
43,760
shares
|
$27 Million
3.26% of portfolio
|
Q4 2025
Added 12.72%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
43,721
shares
|
$27 Million
8.78% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
43,632
shares
|
$27 Million
0.58% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
43,564
shares
|
$26.9 Million
1.22% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
43,386
shares
|
$26.8 Million
18.32% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
43,311
shares
|
$26.8 Million
15.02% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
43,296
shares
|
$26.7 Million
13.07% of portfolio
|
Q3 2025
Added 278.43%
|
|
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
Nov 13, 2024 Q3 2024 |
43,150
shares
|
$26.7 Million
100.0% of portfolio
|
Q3 2024
Added 70.22%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
43,038
shares
|
$26.6 Million
9.82% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
43,028
shares
|
$26.6 Million
11.3% of portfolio
|
Q3 2025
Added 3.5%
|
|