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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
18,131
shares
|
$11.2 Million
1.53% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
18,103
shares
|
$11.2 Million
3.36% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
18,098
shares
|
$11.2 Million
0.4% of portfolio
|
Q4 2025
Reduced 1.77%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
18,052
shares
|
$11.2 Million
0.36% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
18,029
shares
|
$11.1 Million
0.94% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
18,028
shares
|
$11.1 Million
0.39% of portfolio
|
Q3 2025
Added 192.33%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
17,947
shares
|
$11.1 Million
2.75% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
17,756
shares
|
$11 Million
5.82% of portfolio
|
Q3 2025
Added 61.04%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
17,700
shares
|
$10.9 Million
0.15% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
17,683
shares
|
$10.9 Million
1.66% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
17,664
shares
|
$10.9 Million
0.28% of portfolio
|
Q3 2025
Added 27.99%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Oct 16, 2025 Q3 2025 |
17,589
shares
|
$10.9 Million
8.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
17,542
shares
|
$10.8 Million
0.66% of portfolio
|
Q3 2025
Added 40.55%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
17,424
shares
|
$10.8 Million
2.47% of portfolio
|
Q4 2022
Reduced 99.72%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
17,385
shares
|
$10.7 Million
1.56% of portfolio
|
Q3 2025
Added 34.81%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
17,360
shares
|
$10.7 Million
1.17% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
17,343
shares
|
$10.7 Million
7.18% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
17,338
shares
|
$10.7 Million
1.92% of portfolio
|
Q3 2025
Added 91.18%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
17,232
shares
|
$10.6 Million
0.94% of portfolio
|
Q3 2025
Reduced 21.63%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
17,221
shares
|
$10.6 Million
0.35% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
17,216
shares
|
$10.6 Million
3.64% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
17,170
shares
|
$10.6 Million
2.44% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
17,143
shares
|
$10.6 Million
8.38% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
17,070
shares
|
$10.5 Million
2.3% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
17,036
shares
|
$10.5 Million
5.44% of portfolio
|
Q3 2025
Added 4.37%
|
|