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 3,894 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 |
|---|---|---|---|---|---|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
19,382
shares
|
$12 Million
1.41% of portfolio
|
Q3 2025
New holding
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 17, 2025 Q3 2025 |
19,369
shares
|
$12 Million
7.77% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
19,296
shares
|
$11.9 Million
0.86% of portfolio
|
Q3 2025
Added 16.03%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
19,218
shares
|
$11.9 Million
4.11% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
|
Hikari Power LTD
|
Oct 21, 2025 Q3 2025 |
19,200
shares
|
$11.9 Million
0.95% of portfolio
|
Q3 2020
Added 8.78%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
19,145
shares
|
$11.8 Million
0.71% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
19,110
shares
|
$11.8 Million
0.55% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
19,039
shares
|
$11.8 Million
1.32% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 14, 2026 Q4 2025 |
18,953
shares
|
$11.7 Million
0.48% of portfolio
|
Q4 2025
Added 33.51%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
18,894
shares
|
$11.7 Million
1.7% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
18,849
shares
|
$11.6 Million
1.12% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
18,810
shares
|
$11.6 Million
6.24% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
18,798
shares
|
$11.6 Million
0.84% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
18,625
shares
|
$11.5 Million
8.75% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
18,580
shares
|
$11.5 Million
1.75% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
18,418
shares
|
$11.4 Million
0.9% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
18,309
shares
|
$11.3 Million
0.36% of portfolio
|
Q4 2025
Added 4.02%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
18,294
shares
|
$11.3 Million
1.05% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
18,263
shares
|
$11.3 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
18,257
shares
|
$11.3 Million
0.46% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
18,228
shares
|
$11.3 Million
0.76% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
18,167
shares
|
$11.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
18,141
shares
|
$11.2 Million
0.89% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 05, 2026 Q4 2025 |
18,138
shares
|
$11.2 Million
4.69% of portfolio
|
Q4 2025
Reduced 4.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
18,135
shares
|
$11.2 Million
0.95% of portfolio
|
Q3 2025
Added 1.31%
|
|