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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,621
shares
|
$7.8 Million
1.85% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
12,593
shares
|
$7.78 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
12,579
shares
|
$7.77 Million
1.68% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
12,463
shares
|
$7.7 Million
0.22% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
12,455
shares
|
$7.7 Million
0.1% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
12,411
shares
|
$7.67 Million
5.25% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
12,402
shares
|
$7.66 Million
1.65% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
12,363
shares
|
$7.64 Million
2.83% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
12,329
shares
|
$7.62 Million
0.25% of portfolio
|
Q3 2025
Added 65.22%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
12,313
shares
|
$7.61 Million
0.56% of portfolio
|
Q3 2025
Reduced 23.65%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
12,299
shares
|
$7.6 Million
4.26% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
12,287
shares
|
$7.59 Million
2.1% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,286
shares
|
$7.59 Million
1.25% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
12,275
shares
|
$7.58 Million
1.43% of portfolio
|
Q4 2025
Reduced 8.6%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
12,265
shares
|
$7.58 Million
1.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
12,260
shares
|
$7.57 Million
0.71% of portfolio
|
Q3 2025
Added 20.15%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
12,257
shares
|
$7.57 Million
0.96% of portfolio
|
Q4 2025
Added 26.67%
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
12,255
shares
|
$7.57 Million
1.94% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
12,246
shares
|
$7.57 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
12,224
shares
|
$7.55 Million
0.74% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
12,191
shares
|
$7.53 Million
0.78% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
12,188
shares
|
$7.53 Million
1.2% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
12,181
shares
|
$7.53 Million
1.94% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
12,155
shares
|
$7.51 Million
4.05% of portfolio
|
Q3 2025
Reduced 73.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
12,137
shares
|
$7.5 Million
0.12% of portfolio
|
Q3 2025
Added 2.56%
|
|