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 |
|---|---|---|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
13,227
shares
|
$8.17 Million
1.87% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Searcy Financial Services Inc
|
Oct 06, 2025 Q3 2025 |
13,215
shares
|
$8.16 Million
3.08% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
13,161
shares
|
$8.13 Million
1.28% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
13,136
shares
|
$8.12 Million
1.14% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
13,105
shares
|
$8.1 Million
2.51% of portfolio
|
Q3 2025
Added 58.5%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
13,031
shares
|
$8.05 Million
1.26% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
12,998
shares
|
$8.03 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
12,961
shares
|
$8.01 Million
1.22% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
12,894
shares
|
$7.97 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
12,887
shares
|
$7.96 Million
5.61% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
12,882
shares
|
$7.96 Million
1.41% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
12,869
shares
|
$7.95 Million
2.47% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
12,855
shares
|
$7.94 Million
0.16% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
12,802
shares
|
$7.91 Million
0.53% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
12,766
shares
|
$7.89 Million
5.27% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
12,755
shares
|
$7.88 Million
2.06% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12,748
shares
|
$7.88 Million
0.62% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
12,718
shares
|
$7.86 Million
4.36% of portfolio
|
Q4 2025
Added 7.73%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
12,689
shares
|
$7.84 Million
0.15% of portfolio
|
Q3 2025
Added 43.39%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
12,689
shares
|
$7.84 Million
0.08% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
12,679
shares
|
$7.83 Million
0.38% of portfolio
|
Q4 2025
Added 2.3%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,670
shares
|
$7.83 Million
1.29% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
12,658
shares
|
$7.82 Million
1.69% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
12,651
shares
|
$7.82 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
12,635
shares
|
$7.81 Million
0.27% of portfolio
|
Q3 2025
Reduced 9.96%
|
|