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 |
|---|---|---|---|---|---|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
28,473
shares
|
$17.6 Million
4.86% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
28,410
shares
|
$17.6 Million
6.26% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
28,370
shares
|
$17.5 Million
3.38% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
28,322
shares
|
$17.5 Million
2.33% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
28,152
shares
|
$17.4 Million
10.16% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
28,091
shares
|
$17.4 Million
1.76% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,077
shares
|
$17.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
28,076
shares
|
$17.3 Million
0.16% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
28,036
shares
|
$17.3 Million
3.1% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
27,990
shares
|
$17.3 Million
1.85% of portfolio
|
Q2 2025
Reduced 57.95%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
27,971
shares
|
$17.3 Million
4.83% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
27,945
shares
|
$17.3 Million
1.75% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
27,914
shares
|
$17.2 Million
12.67% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
27,912
shares
|
$17.2 Million
0.5% of portfolio
|
Q3 2025
Added 20.84%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
27,815
shares
|
$17.2 Million
6.59% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
27,800
shares
|
$17.2 Million
1.41% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
27,790
shares
|
$17.2 Million
0.57% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
27,530
shares
|
$17 Million
0.96% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
27,413
shares
|
$16.9 Million
1.58% of portfolio
|
Q4 2025
Added 5.02%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
27,302
shares
|
$16.9 Million
1.64% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
27,254
shares
|
$16.8 Million
1.33% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
27,225
shares
|
$16.8 Million
9.68% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
27,207
shares
|
$16.8 Million
6.06% of portfolio
|
Q3 2025
Added 19.07%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
27,104
shares
|
$16.7 Million
2.06% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
27,059
shares
|
$16.7 Million
12.97% of portfolio
|
Q3 2025
Reduced 1.74%
|
|