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 3,894 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 |
|---|---|---|---|---|---|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
8,432
shares
|
$5.21 Million
4.01% of portfolio
|
Q3 2025
Added 25.44%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
8,416
shares
|
$5.2 Million
0.82% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,415
shares
|
$5.2 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,415
shares
|
$5.2 Million
6.41% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
8,394
shares
|
$5.19 Million
0.75% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
8,339
shares
|
$5.15 Million
2.79% of portfolio
|
Q3 2025
Added 194.56%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
8,310
shares
|
$5.13 Million
0.8% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
8,303
shares
|
$5.13 Million
2.41% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,277
shares
|
$5.11 Million
0.42% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
8,274
shares
|
$5.11 Million
4.91% of portfolio
|
Q2 2022
Added 84.36%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
8,260
shares
|
$5.1 Million
3.71% of portfolio
|
Q4 2025
Reduced 15.83%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Jan 07, 2026 Q4 2025 |
8,242
shares
|
$5.09 Million
5.22% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
8,238
shares
|
$5.09 Million
0.75% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,207
shares
|
$5.07 Million
1.15% of portfolio
|
Q4 2024
Added 24.99%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
8,191
shares
|
$5.06 Million
1.95% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
8,181
shares
|
$5.05 Million
4.23% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
8,156
shares
|
$5.04 Million
0.79% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
8,133
shares
|
$5.02 Million
0.8% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
8,116
shares
|
$5.01 Million
0.28% of portfolio
|
Q3 2025
Reduced 16.35%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
8,114
shares
|
$5.01 Million
1.59% of portfolio
|
Q3 2024
Added 476.28%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
8,097
shares
|
$5 Million
1.36% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
8,085
shares
|
$5 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
8,083
shares
|
$4.99 Million
0.09% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
8,068
shares
|
$4.98 Million
0.87% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
8,055
shares
|
$4.98 Million
0.42% of portfolio
|
Q2 2025
Reduced 8.85%
|
|