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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
103,935
shares
|
$64.2 Million
1.41% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
103,361
shares
|
$63.9 Million
26.7% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Nov 14, 2025 Q3 2025 |
103,300
shares
|
$63.8 Million
3.75% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
103,094
shares
|
$63.7 Million
0.88% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
102,572
shares
|
$63.4 Million
21.49% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
102,505
shares
|
$63.3 Million
5.99% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
101,842
shares
|
$62.9 Million
3.92% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
101,678
shares
|
$62.8 Million
11.57% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
100,487
shares
|
$62.1 Million
1.38% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
100,174
shares
|
$61.9 Million
25.11% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
98,618
shares
|
$60.9 Million
0.48% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
98,322
shares
|
$60.7 Million
19.89% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
97,713
shares
|
$60.4 Million
5.22% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
97,320
shares
|
$60.1 Million
15.94% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
96,648
shares
|
$59.7 Million
13.18% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
96,457
shares
|
$59.6 Million
10.29% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
96,017
shares
|
$59.3 Million
3.81% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,945
shares
|
$59.3 Million
0.05% of portfolio
|
Q3 2022
Added 24.33%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
95,935
shares
|
$59.3 Million
10.9% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
95,604
shares
|
$59.1 Million
4.05% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
94,529
shares
|
$58.4 Million
0.68% of portfolio
|
Q3 2025
Added 56.24%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
94,306
shares
|
$58.3 Million
2.07% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
94,258
shares
|
$58.2 Million
1.29% of portfolio
|
Q2 2025
Reduced 49.25%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
94,235
shares
|
$58.2 Million
17.82% of portfolio
|
Q3 2025
Reduced 39.62%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 10, 2025 Q3 2025 |
94,007
shares
|
$58.1 Million
8.49% of portfolio
|
Q2 2025
Added 3.72%
|
|