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 |
|---|---|---|---|---|---|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
29,939
shares
|
$18.5 Million
17.44% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
29,929
shares
|
$18.5 Million
2.34% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
29,920
shares
|
$18.5 Million
0.61% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
29,850
shares
|
$18.4 Million
8.14% of portfolio
|
Q3 2025
Added 67.56%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
29,768
shares
|
$18.4 Million
11.62% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
29,738
shares
|
$18.4 Million
6.27% of portfolio
|
Q1 2023
Added 137.66%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
29,570
shares
|
$18.3 Million
4.47% of portfolio
|
Q3 2025
Added 76.2%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
29,530
shares
|
$18.2 Million
1.32% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
29,511
shares
|
$18.2 Million
11.56% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Jan 12, 2026 Q4 2025 |
29,495
shares
|
$18.2 Million
12.68% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
29,460
shares
|
$18.2 Million
4.69% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
29,439
shares
|
$18.2 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
29,319
shares
|
$18.1 Million
0.99% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
29,314
shares
|
$18.1 Million
2.63% of portfolio
|
Q3 2023
Reduced 83.16%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
29,270
shares
|
$18.1 Million
8.64% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
29,050
shares
|
$17.9 Million
3.75% of portfolio
|
Q3 2025
Added 65.63%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
29,028
shares
|
$17.9 Million
4.36% of portfolio
|
Q3 2025
Added 80.84%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
28,978
shares
|
$17.9 Million
0.21% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
28,944
shares
|
$17.9 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
28,870
shares
|
$17.8 Million
2.27% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
28,859
shares
|
$17.8 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Avory & Company, LLC
Miami, FL |
Oct 31, 2025 Q3 2025 |
28,810
shares
|
$17.8 Million
10.98% of portfolio
|
Q4 2020
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
28,790
shares
|
$17.8 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
28,538
shares
|
$17.6 Million
0.57% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
28,475
shares
|
$17.6 Million
1.72% of portfolio
|
Q4 2025
Reduced 0.85%
|
|