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 3,878 institutions that hold shares in the stock, with a total of 545 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 |
|---|---|---|---|---|---|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2025 Q3 2025 |
193,459
shares
|
$120 Million
8.28% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
192,498
shares
|
$119 Million
1.04% of portfolio
|
Q3 2025
Added 30.05%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
191,870
shares
|
$119 Million
0.62% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
190,923
shares
|
$118 Million
28.7% of portfolio
|
Q4 2023
Added 94.7%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
190,320
shares
|
$118 Million
1.11% of portfolio
|
Q2 2025
Added 149.78%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
190,292
shares
|
$118 Million
0.8% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
189,605
shares
|
$117 Million
8.08% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
187,411
shares
|
$116 Million
2.83% of portfolio
|
Q3 2025
Added 496.34%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
187,270
shares
|
$116 Million
5.41% of portfolio
|
Q4 2022
Added 6.38%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
186,537
shares
|
$115 Million
1.85% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
184,460
shares
|
$114 Million
2.13% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
183,893
shares
|
$114 Million
14.34% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
183,759
shares
|
$114 Million
16.0% of portfolio
|
Q1 2024
Added 2.61%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
183,356
shares
|
$113 Million
6.33% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
180,562
shares
|
$112 Million
9.41% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
179,983
shares
|
$111 Million
4.8% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
179,827
shares
|
$111 Million
0.47% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
178,951
shares
|
$111 Million
0.06% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
178,137
shares
|
$110 Million
1.08% of portfolio
|
Q3 2025
Added 30.79%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
177,777
shares
|
$110 Million
30.69% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
177,541
shares
|
$110 Million
17.34% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
176,882
shares
|
$109 Million
9.18% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 14, 2025 Q3 2025 |
176,756
shares
|
$109 Million
9.3% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
176,212
shares
|
$109 Million
19.37% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
173,915
shares
|
$107 Million
11.53% of portfolio
|
Q3 2025
Added 46.2%
|
|