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 |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
39,844
shares
|
$24.6 Million
6.84% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,770
shares
|
$24.6 Million
0.13% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
39,687
shares
|
$24.5 Million
1.47% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
39,584
shares
|
$24.5 Million
13.12% of portfolio
|
Q4 2025
Added 16.31%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
39,543
shares
|
$24.4 Million
19.26% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,506
shares
|
$24.4 Million
5.66% of portfolio
|
Q4 2024
Added 38.64%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
39,452
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
39,239
shares
|
$24.2 Million
8.8% of portfolio
|
Q2 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,210
shares
|
$24.2 Million
0.57% of portfolio
|
Q3 2022
Added 889.65%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
39,192
shares
|
$24.2 Million
3.59% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
38,939
shares
|
$24.1 Million
1.64% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
38,700
shares
|
$23.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.88%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
38,669
shares
|
$23.9 Million
3.37% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Park Presidio Capital LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
38,617
shares
|
$23.9 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
38,613
shares
|
$23.9 Million
1.66% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
38,450
shares
|
$23.8 Million
4.03% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
38,326
shares
|
$23.7 Million
0.69% of portfolio
|
Q3 2025
Added 39.82%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
38,271
shares
|
$23.6 Million
8.18% of portfolio
|
Q4 2025
Reduced 0.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
38,252
shares
|
$23.6 Million
0.52% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
38,170
shares
|
$23.6 Million
1.32% of portfolio
|
Q3 2025
Added 15.3%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
38,133
shares
|
$23.6 Million
13.02% of portfolio
|
Q4 2025
Reduced 6.96%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
38,072
shares
|
$23.5 Million
9.21% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
37,997
shares
|
$23.5 Million
6.11% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
37,876
shares
|
$23.4 Million
0.93% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
37,785
shares
|
$23.3 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.47%
|
|