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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,524,989
shares
|
$942 Million
0.4% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,508,900
shares
|
$932 Million
58.13% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
E L Financial Corp LTD
|
Nov 12, 2025 Q3 2025 |
1,479,861
shares
|
$914 Million
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,449,675
shares
|
$896 Million
1.32% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,394,852
shares
|
$862 Million
0.66% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,383,549
shares
|
$855 Million
20.88% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,381,021
shares
|
$853 Million
0.74% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,357,294
shares
|
$839 Million
1.08% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
1,354,883
shares
|
$837 Million
24.66% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,352,273
shares
|
$835 Million
6.18% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,338,133
shares
|
$827 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,323,617
shares
|
$818 Million
3.34% of portfolio
|
Q2 2023
Reduced 89.44%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,260,497
shares
|
$779 Million
0.26% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,212,864
shares
|
$749 Million
49.32% of portfolio
|
Q3 2025
Reduced 15.5%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,199,905
shares
|
$741 Million
1.53% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,189,249
shares
|
$735 Million
1.56% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,177,727
shares
|
$728 Million
10.22% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
1,162,673
shares
|
$718 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,153,704
shares
|
$713 Million
41.05% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,139,076
shares
|
$704 Million
11.19% of portfolio
|
Q3 2022
Added 107.01%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
1,132,544
shares
|
$700 Million
23.12% of portfolio
|
Q4 2021
Added 0.01%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,107,724
shares
|
$684 Million
0.99% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2025 Q3 2025 |
1,092,167
shares
|
$675 Million
3.32% of portfolio
|
Q3 2025
New holding
|
|
|
Pandi, LLC
Leawood, KS |
Oct 21, 2025 Q3 2025 |
1,060,384
shares
|
$655 Million
86.15% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Argi Investment Services, LLC
|
Oct 22, 2025 Q3 2025 |
975,788
shares
|
$603 Million
31.47% of portfolio
|
Q3 2025
Added 0.41%
|
|