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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
37,687
shares
|
$23.3 Million
0.81% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
37,567
shares
|
$23.2 Million
4.45% of portfolio
|
Q4 2023
Reduced 58.64%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
37,539
shares
|
$23.2 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
37,520
shares
|
$23.2 Million
3.16% of portfolio
|
Q3 2025
Added 23.99%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
37,367
shares
|
$23.1 Million
12.34% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
37,307
shares
|
$23 Million
5.03% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
37,292
shares
|
$23 Million
6.0% of portfolio
|
Q4 2025
Added 1.68%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
37,259
shares
|
$23 Million
1.35% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
37,115
shares
|
$22.9 Million
0.65% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
37,108
shares
|
$22.9 Million
10.0% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
36,990
shares
|
$22.9 Million
2.92% of portfolio
|
Q3 2025
Added 47.88%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
36,986
shares
|
$22.9 Million
1.23% of portfolio
|
Q2 2025
Added 21.57%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,935
shares
|
$22.8 Million
5.39% of portfolio
|
Q1 2023
Added 1.91%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
36,888
shares
|
$22.8 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
36,713
shares
|
$22.7 Million
1.27% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
36,641
shares
|
$22.6 Million
0.39% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
36,611
shares
|
$22.6 Million
2.5% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
36,562
shares
|
$22.6 Million
2.75% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
36,498
shares
|
$22.5 Million
3.63% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
36,369
shares
|
$22.5 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Alamar Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
36,367
shares
|
$22.5 Million
12.17% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
36,337
shares
|
$22.5 Million
26.67% of portfolio
|
Q3 2023
Reduced 8.91%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
36,320
shares
|
$22.4 Million
12.35% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
36,302
shares
|
$22.4 Million
5.98% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
36,277
shares
|
$22.4 Million
0.57% of portfolio
|
Q3 2025
Added 3.54%
|
|