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 3,882 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 |
|---|---|---|---|---|---|
|
Safir Wealth Advisors, LLC
|
Jan 06, 2026 Q4 2025 |
93,802
shares
|
$58 Million
41.63% of portfolio
|
Q4 2025
Reduced 2.4%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
93,707
shares
|
$57.9 Million
4.39% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Wit, LLC
District Of Columbia, DC |
Nov 14, 2025 Q3 2025 |
93,476
shares
|
$57.8 Million
1.36% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
93,393
shares
|
$57.7 Million
7.73% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
92,612
shares
|
$57.2 Million
39.5% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
92,580
shares
|
$57.2 Million
7.81% of portfolio
|
Q3 2025
Added 583.75%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
92,515
shares
|
$57.2 Million
25.52% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
91,390
shares
|
$56.5 Million
1.33% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Kearns & Associates LLC
|
Oct 22, 2025 Q3 2025 |
91,257
shares
|
$56.4 Million
29.67% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
91,133
shares
|
$56.3 Million
2.87% of portfolio
|
Q3 2022
Reduced 17.46%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
90,914
shares
|
$56.2 Million
31.43% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
90,854
shares
|
$56.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 72.19%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
90,620
shares
|
$56 Million
3.07% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
90,504
shares
|
$55.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
90,174
shares
|
$55.7 Million
1.19% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
90,020
shares
|
$55.6 Million
2.21% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Oct 17, 2025 Q3 2025 |
89,866
shares
|
$55.5 Million
11.6% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
89,821
shares
|
$55.5 Million
1.91% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Oct 29, 2025 Q3 2025 |
89,803
shares
|
$55.5 Million
41.29% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
89,373
shares
|
$55.2 Million
3.98% of portfolio
|
Q3 2025
Added 6433.11%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
89,025
shares
|
$55 Million
16.69% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 05, 2025 Q3 2025 |
88,762
shares
|
$54.8 Million
9.96% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
88,517
shares
|
$54.7 Million
7.81% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
88,460
shares
|
$54.7 Million
8.9% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
87,401
shares
|
$54 Million
14.31% of portfolio
|
Q3 2025
Reduced 0.19%
|
|