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 |
|---|---|---|---|---|---|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
12,095
shares
|
$7.47 Million
6.93% of portfolio
|
Q4 2025
Added 3.62%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
12,053
shares
|
$7.45 Million
1.32% of portfolio
|
Q3 2025
Added 288.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
12,048
shares
|
$7.44 Million
0.26% of portfolio
|
Q4 2025
Added 1.19%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
12,036
shares
|
$7.44 Million
1.83% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
12,014
shares
|
$7.42 Million
1.59% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
12,004
shares
|
$7.42 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Coerente Capital Management
|
Oct 23, 2025 Q3 2025 |
12,000
shares
|
$7.41 Million
1.31% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
11,979
shares
|
$7.4 Million
0.77% of portfolio
|
Q3 2025
Reduced 18.24%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
11,977
shares
|
$7.4 Million
0.5% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
11,950
shares
|
$7.38 Million
1.58% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
11,923
shares
|
$7.37 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
11,886
shares
|
$7.34 Million
0.19% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
11,880
shares
|
$7.34 Million
1.69% of portfolio
|
Q2 2025
Added 714.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
11,872
shares
|
$7.33 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
11,856
shares
|
$7.32 Million
0.28% of portfolio
|
Q3 2025
Added 41.19%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
11,828
shares
|
$7.31 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
11,805
shares
|
$7.29 Million
4.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
11,802
shares
|
$7.29 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
11,779
shares
|
$7.28 Million
1.05% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
11,764
shares
|
$7.27 Million
0.22% of portfolio
|
Q4 2025
Reduced 2.95%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
11,669
shares
|
$7.21 Million
5.43% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
11,657
shares
|
$7.2 Million
0.4% of portfolio
|
Q3 2025
Reduced 30.85%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,644
shares
|
$7.19 Million
0.33% of portfolio
|
Q3 2022
Added 8.17%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,639
shares
|
$7.19 Million
2.16% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
11,624
shares
|
$7.18 Million
6.17% of portfolio
|
Q3 2025
Reduced 6.05%
|
|