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 |
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
383,934
shares
|
$195 Million
3.63% of portfolio
|
Q1 2025
Added 9257.4%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
381,426
shares
|
$194 Million
6.54% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
379,096
shares
|
$193 Million
6.86% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
376,933
shares
|
$192 Million
7.42% of portfolio
|
Q2 2023
Added 55.6%
|
|
|
New York Life Insurance CO
New York, NY |
May 07, 2025 Q1 2025 |
372,170
shares
|
$189 Million
70.58% of portfolio
|
Q1 2025
Reduced 39.84%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
370,000
shares
|
$188 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
367,680
shares
|
$187 Million
17.38% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
363,987
shares
|
$185 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
May 09, 2025 Q1 2025 |
363,818
shares
|
$185 Million
44.5% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
363,214
shares
|
$185 Million
10.19% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
362,968
shares
|
$185 Million
7.27% of portfolio
|
Q1 2025
Added 222.49%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
361,945
shares
|
$184 Million
6.22% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
360,223
shares
|
$183 Million
2.84% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
360,055
shares
|
$183 Million
15.63% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
359,804
shares
|
$183 Million
3.83% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
358,751
shares
|
$183 Million
16.09% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
355,535
shares
|
$181 Million
1.75% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Powers Capital, LLC
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
355,502
shares
|
$181 Million
99.19% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
355,492
shares
|
$181 Million
14.48% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
355,407
shares
|
$181 Million
5.68% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
354,793
shares
|
$181 Million
3.93% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
353,059
shares
|
$180 Million
1.37% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
352,242
shares
|
$179 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
340,778
shares
|
$173 Million
26.88% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
325,262
shares
|
$165 Million
10.53% of portfolio
|
Q1 2025
Added 6.91%
|