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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
16,251
shares
|
$10 Million
2.18% of portfolio
|
Q4 2025
Reduced 2.2%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
16,233
shares
|
$10 Million
6.19% of portfolio
|
Q4 2024
Added 86.05%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
16,219
shares
|
$10 Million
3.13% of portfolio
|
Q3 2025
Added 62.01%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
16,122
shares
|
$9.96 Million
4.83% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
16,099
shares
|
$9.95 Million
0.03% of portfolio
|
Q4 2022
Reduced 16.99%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
16,084
shares
|
$9.94 Million
1.41% of portfolio
|
Q4 2025
Reduced 9.67%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
16,061
shares
|
$9.92 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
16,058
shares
|
$9.92 Million
1.71% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
16,055
shares
|
$9.92 Million
1.5% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
16,045
shares
|
$9.91 Million
1.3% of portfolio
|
Q4 2025
Added 23.22%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
15,918
shares
|
$9.83 Million
2.74% of portfolio
|
Q3 2025
Reduced 78.71%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
15,885
shares
|
$9.81 Million
1.08% of portfolio
|
Q4 2025
Added 3.42%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
15,883
shares
|
$9.81 Million
5.7% of portfolio
|
Q3 2025
Reduced 32.3%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
15,873
shares
|
$9.81 Million
2.5% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
15,855
shares
|
$9.8 Million
3.16% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
15,846
shares
|
$9.79 Million
5.59% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,806
shares
|
$9.77 Million
1.45% of portfolio
|
Q3 2025
Added 369.3%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
15,793
shares
|
$9.76 Million
0.6% of portfolio
|
Q3 2025
Added 50.65%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
15,743
shares
|
$9.73 Million
3.43% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
15,708
shares
|
$9.7 Million
4.44% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
15,704
shares
|
$9.7 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
15,679
shares
|
$9.69 Million
2.23% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
15,638
shares
|
$9.66 Million
3.99% of portfolio
|
Q4 2025
Reduced 4.53%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
15,633
shares
|
$9.66 Million
5.09% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
15,624
shares
|
$9.65 Million
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|