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 |
|---|---|---|---|---|---|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
9,557
shares
|
$5.9 Million
2.73% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
9,538
shares
|
$5.89 Million
1.0% of portfolio
|
Q3 2025
Added 30.57%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
9,502
shares
|
$5.87 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
9,492
shares
|
$5.86 Million
2.15% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
9,481
shares
|
$5.86 Million
0.81% of portfolio
|
Q4 2025
Added 1.53%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
9,468
shares
|
$5.85 Million
1.91% of portfolio
|
Q3 2025
Added 24.38%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,448
shares
|
$5.84 Million
0.17% of portfolio
|
Q1 2024
Added 41.69%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
9,400
shares
|
$5.81 Million
0.86% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
9,370
shares
|
$5.79 Million
2.16% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
9,354
shares
|
$5.78 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
9,346
shares
|
$5.77 Million
2.12% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
9,345
shares
|
$5.77 Million
1.45% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
9,338
shares
|
$5.77 Million
1.96% of portfolio
|
Q4 2025
Reduced 8.12%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
9,330
shares
|
$5.76 Million
2.45% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
9,319
shares
|
$5.76 Million
3.03% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
9,305
shares
|
$5.75 Million
1.48% of portfolio
|
Q3 2025
Reduced 62.55%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
9,304
shares
|
$5.75 Million
1.66% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
9,295
shares
|
$5.74 Million
1.11% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
9,275
shares
|
$5.73 Million
0.13% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
9,272
shares
|
$5.73 Million
0.8% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
9,272
shares
|
$5.73 Million
0.62% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
9,272
shares
|
$5.73 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
9,263
shares
|
$5.72 Million
1.44% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,258
shares
|
$5.72 Million
0.13% of portfolio
|
Q3 2025
Added 1218.8%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
9,243
shares
|
$5.71 Million
1.97% of portfolio
|
Q3 2025
Added 2.39%
|
|