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 3,875 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 |
|---|---|---|---|---|---|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
336
shares
|
$207,590
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
336
shares
|
$207,590
0.09% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
336
shares
|
$207,590
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
333
shares
|
$205,737
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
332
shares
|
$205,119
0.01% of portfolio
|
Q3 2025
Reduced 39.96%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
332
shares
|
$205,119
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
332
shares
|
$205,119
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
331
shares
|
$204,501
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
331
shares
|
$204,501
0.08% of portfolio
|
Q3 2025
Reduced 28.2%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
331
shares
|
$204,501
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
330
shares
|
$203,883
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
329
shares
|
$203,266
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
328
shares
|
$202,648
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
328
shares
|
$202,648
0.09% of portfolio
|
Q2 2025
Reduced 87.46%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
328
shares
|
$202,648
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
322
shares
|
$198,941
0.06% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
318
shares
|
$196,469
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
317
shares
|
$195,852
0.06% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
311
shares
|
$192,145
0.15% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
309
shares
|
$190,909
0.09% of portfolio
|
Q3 2025
Added 14.02%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
306
shares
|
$189,055
0.07% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
302
shares
|
$186,584
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
300
shares
|
$185,349
0.07% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
297
shares
|
$183,495
0.03% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
295
shares
|
$182,259
0.07% of portfolio
|
Q3 2024
Added 15.69%
|
|