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 3,613 institutions that hold shares in the stock, with a total of 524 Million shares, which have been reported (via 13F filing form) to have a value of $266 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
1,392,132
shares
|
$708 Million
25.2% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
1,377,212
shares
|
$701 Million
0.75% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,323,617
shares
|
$673 Million
3.34% of portfolio
|
Q2 2023
Reduced 89.44%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,290,723
shares
|
$657 Million
57.21% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,262,187
shares
|
$642 Million
0.66% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,261,106
shares
|
$642 Million
0.12% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,259,835
shares
|
$641 Million
0.34% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,243,080
shares
|
$632 Million
1.02% of portfolio
|
Q4 2024
Reduced 30.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,167,420
shares
|
$594 Million
9.52% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,153,704
shares
|
$587 Million
41.05% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
1,152,620
shares
|
$586 Million
34.76% of portfolio
|
Q1 2025
Added 20.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,141,571
shares
|
$581 Million
1.71% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,139,076
shares
|
$580 Million
11.19% of portfolio
|
Q3 2022
Added 107.01%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
1,132,544
shares
|
$576 Million
22.61% of portfolio
|
Q4 2021
Added 0.01%
|
|
|
Pandi, LLC
Leawood, KS |
May 06, 2025 Q1 2025 |
1,084,701
shares
|
$552 Million
85.61% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,057,742
shares
|
$538 Million
0.52% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
1,039,498
shares
|
$529 Million
20.46% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,024,940
shares
|
$521 Million
1.61% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,000,260
shares
|
$509 Million
1.22% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
977,070
shares
|
$497 Million
40.65% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
938,020
shares
|
$477 Million
1.74% of portfolio
|
Q1 2025
Added 29.92%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
933,578
shares
|
$475 Million
19.11% of portfolio
|
Q3 2023
Reduced 25.52%
|
|
|
Call To Action Foundation
Salt Lake City, UT |
May 13, 2025 Q1 2025 |
908,416
shares
|
$462 Million
100.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
907,351
shares
|
$462 Million
22.65% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
898,506
shares
|
$457 Million
0.17% of portfolio
|
Q4 2024
Added 24.09%
|