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 |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
2,353
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2025
Added 56.87%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,352
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2025
Reduced 23.24%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
2,350
shares
|
$1.45 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
2,349
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
2,341
shares
|
$1.45 Million
0.76% of portfolio
|
Q3 2025
Added 36.98%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,337
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2025
Reduced 81.67%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,337
shares
|
$1.44 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
2,331
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
2,323
shares
|
$1.44 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
2,320
shares
|
$1.43 Million
1.02% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,314
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2022
Added 16.21%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,308
shares
|
$1.43 Million
0.3% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
2,304
shares
|
$1.42 Million
1.01% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
2,288
shares
|
$1.41 Million
0.94% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
2,285
shares
|
$1.41 Million
0.18% of portfolio
|
Q3 2025
Reduced 66.27%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
2,283
shares
|
$1.41 Million
0.9% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
2,274
shares
|
$1.4 Million
0.39% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,269
shares
|
$1.4 Million
0.51% of portfolio
|
Q1 2024
Added 8.31%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
2,268
shares
|
$1.4 Million
0.61% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
2,266
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 22.1%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
2,260
shares
|
$1.4 Million
1.01% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
2,255
shares
|
$1.39 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
2,255
shares
|
$1.39 Million
1.12% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
2,251
shares
|
$1.39 Million
0.38% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,245
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Added 23.42%
|
|