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 3,899 institutions that hold shares in the stock, with a total of 546 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 |
|---|---|---|---|---|---|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
24,549
shares
|
$15.2 Million
14.89% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Formulate Financial LLC
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
24,548
shares
|
$15.2 Million
18.64% of portfolio
|
Q3 2025
New holding
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
24,395
shares
|
$15.1 Million
3.7% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Bishop & CO Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
24,393
shares
|
$15.1 Million
5.0% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
24,369
shares
|
$15.1 Million
10.91% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
24,355
shares
|
$15 Million
5.35% of portfolio
|
Q2 2023
Reduced 1.75%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
24,341
shares
|
$15 Million
1.98% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
24,309
shares
|
$15 Million
6.24% of portfolio
|
Q3 2025
Added 65.05%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
24,308
shares
|
$15 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 12, 2026 Q4 2025 |
24,138
shares
|
$14.9 Million
12.48% of portfolio
|
Q4 2025
Reduced 8.0%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
24,076
shares
|
$14.9 Million
6.05% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,002
shares
|
$14.8 Million
0.42% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
23,940
shares
|
$14.8 Million
0.23% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
23,873
shares
|
$14.7 Million
4.96% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
23,872
shares
|
$14.7 Million
0.53% of portfolio
|
Q4 2025
Added 3.74%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
23,797
shares
|
$14.7 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
23,738
shares
|
$14.7 Million
8.91% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
23,723
shares
|
$14.7 Million
8.97% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Flower City Capital
|
Oct 08, 2025 Q3 2025 |
23,712
shares
|
$14.6 Million
7.85% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jan 07, 2026 Q4 2025 |
23,694
shares
|
$14.6 Million
21.93% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
23,655
shares
|
$14.6 Million
6.3% of portfolio
|
Q3 2025
Added 27.75%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
23,654
shares
|
$14.6 Million
3.7% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
23,402
shares
|
$14.5 Million
1.27% of portfolio
|
Q4 2025
Reduced 3.3%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
23,295
shares
|
$14.4 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
23,216
shares
|
$14.3 Million
7.91% of portfolio
|
Q3 2025
Added 1.68%
|
|