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 3,891 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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
13,988
shares
|
$8.64 Million
5.01% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
13,974
shares
|
$8.63 Million
0.87% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
13,966
shares
|
$8.63 Million
2.58% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,870
shares
|
$8.57 Million
0.56% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
13,857
shares
|
$8.56 Million
4.75% of portfolio
|
Q4 2025
Added 13.76%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
13,837
shares
|
$8.55 Million
6.71% of portfolio
|
Q3 2025
Added 541.79%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
13,827
shares
|
$8.54 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
13,818
shares
|
$8.54 Million
0.34% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
13,775
shares
|
$8.51 Million
0.42% of portfolio
|
Q3 2025
Reduced 23.46%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
13,735
shares
|
$8.49 Million
3.83% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,714
shares
|
$8.47 Million
0.67% of portfolio
|
Q3 2022
Reduced 11.56%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
13,706
shares
|
$8.47 Million
0.45% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
13,523
shares
|
$8.35 Million
0.16% of portfolio
|
Q3 2025
Added 37.99%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
13,511
shares
|
$8.35 Million
0.6% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 10, 2025 Q3 2025 |
13,500
shares
|
$8.34 Million
5.83% of portfolio
|
Q3 2022
Reduced 10.0%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
13,489
shares
|
$8.33 Million
8.47% of portfolio
|
Q3 2023
Added 23.99%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
13,474
shares
|
$8.32 Million
1.28% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
13,472
shares
|
$8.32 Million
0.08% of portfolio
|
Q3 2025
Added 198.78%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
13,460
shares
|
$8.32 Million
1.88% of portfolio
|
Q4 2025
Reduced 11.97%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
13,442
shares
|
$8.3 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
13,420
shares
|
$8.29 Million
1.93% of portfolio
|
Q4 2025
Reduced 6.34%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
13,389
shares
|
$8.27 Million
1.48% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
13,321
shares
|
$8.23 Million
6.17% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
13,315
shares
|
$8.23 Million
1.35% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,273
shares
|
$8.2 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.2%
|
|