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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
3,925
shares
|
$2.42 Million
0.34% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
3,921
shares
|
$2.42 Million
0.95% of portfolio
|
Q3 2025
Added 34.56%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,919
shares
|
$2.42 Million
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
3,918
shares
|
$2.42 Million
1.4% of portfolio
|
Q4 2025
Added 6.79%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
3,906
shares
|
$2.41 Million
1.68% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
3,902
shares
|
$2.41 Million
0.61% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
3,896
shares
|
$2.41 Million
0.26% of portfolio
|
Q3 2025
Added 19.44%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
3,893
shares
|
$2.41 Million
0.12% of portfolio
|
Q3 2025
Added 111.69%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
3,893
shares
|
$2.41 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,884
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,869
shares
|
$2.39 Million
0.38% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
3,869
shares
|
$2.39 Million
0.67% of portfolio
|
Q3 2025
Reduced 26.86%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
3,866
shares
|
$2.39 Million
0.68% of portfolio
|
Q4 2025
Added 12.29%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
3,853
shares
|
$2.38 Million
0.7% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
3,847
shares
|
$2.38 Million
0.54% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
3,829
shares
|
$2.37 Million
1.5% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,828
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,811
shares
|
$2.35 Million
0.42% of portfolio
|
Q1 2023
Added 17.81%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,810
shares
|
$2.35 Million
0.84% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,807
shares
|
$2.35 Million
0.57% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
3,804
shares
|
$2.35 Million
0.68% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
3,788
shares
|
$2.34 Million
1.32% of portfolio
|
Q4 2025
Added 34.9%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
3,785
shares
|
$2.34 Million
0.75% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
3,774
shares
|
$2.33 Million
0.09% of portfolio
|
Q2 2025
Added 124.11%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
3,765
shares
|
$2.33 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.44%
|
|