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 3,879 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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
145,447
shares
|
$89.9 Million
13.74% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
144,043
shares
|
$89 Million
1.72% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
143,924
shares
|
$88.9 Million
15.37% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
143,098
shares
|
$88.4 Million
14.57% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
141,443
shares
|
$87.4 Million
46.6% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
141,093
shares
|
$87.2 Million
1.1% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
140,237
shares
|
$86.6 Million
8.45% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
139,526
shares
|
$86.2 Million
5.27% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
136,191
shares
|
$84.1 Million
25.66% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
135,950
shares
|
$84 Million
16.87% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
134,331
shares
|
$83 Million
0.53% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
134,048
shares
|
$82.8 Million
6.41% of portfolio
|
Q3 2025
Added 16.82%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
133,552
shares
|
$82.5 Million
7.71% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
131,397
shares
|
$81.2 Million
31.94% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
131,135
shares
|
$81 Million
0.4% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
130,953
shares
|
$80.9 Million
41.22% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
130,359
shares
|
$80.5 Million
11.31% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
129,127
shares
|
$79.8 Million
39.94% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
128,967
shares
|
$79.7 Million
2.93% of portfolio
|
Q3 2025
Reduced 20.04%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
128,797
shares
|
$79.6 Million
0.62% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Fortune 45 LLC
|
Nov 13, 2025 Q3 2025 |
128,473
shares
|
$79.4 Million
39.97% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Oct 10, 2025 Q3 2025 |
127,462
shares
|
$78.7 Million
24.73% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2025 Q3 2025 |
127,386
shares
|
$78.7 Million
84.54% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
126,166
shares
|
$77.9 Million
18.79% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
125,658
shares
|
$77.6 Million
2.92% of portfolio
|
Q3 2025
Reduced 3.8%
|
|