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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
42,472
shares
|
$26.2 Million
0.88% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
42,100
shares
|
$26 Million
0.01% of portfolio
|
Q3 2025
Added 24.93%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
42,099
shares
|
$26 Million
6.48% of portfolio
|
Q3 2025
Added 13.29%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
42,035
shares
|
$26 Million
9.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
41,787
shares
|
$25.8 Million
1.04% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
41,572
shares
|
$25.7 Million
6.33% of portfolio
|
Q4 2025
Added 107.5%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
41,513
shares
|
$25.6 Million
12.77% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
41,503
shares
|
$25.6 Million
0.68% of portfolio
|
Q4 2023
New holding
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Nov 03, 2025 Q3 2025 |
41,375
shares
|
$25.6 Million
23.81% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
41,294
shares
|
$25.5 Million
16.37% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
41,142
shares
|
$25.4 Million
0.66% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
40,941
shares
|
$25.3 Million
0.93% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
40,881
shares
|
$25.3 Million
6.51% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
40,858
shares
|
$25.2 Million
10.94% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
40,735
shares
|
$25.2 Million
9.53% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
40,727
shares
|
$25.2 Million
2.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
40,626
shares
|
$25.1 Million
2.14% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
40,575
shares
|
$25.1 Million
0.83% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
40,471
shares
|
$25 Million
0.93% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
40,442
shares
|
$25 Million
10.42% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
40,381
shares
|
$24.9 Million
6.89% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
40,239
shares
|
$24.9 Million
10.61% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
40,105
shares
|
$24.8 Million
0.89% of portfolio
|
Q3 2025
Reduced 15.95%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
39,991
shares
|
$24.7 Million
1.41% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
39,897
shares
|
$24.6 Million
0.89% of portfolio
|
Q3 2025
Added 13.32%
|
|