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 3,905 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 $338 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
3,257
shares
|
$2.01 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
3,252
shares
|
$2.01 Million
0.15% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
3,251
shares
|
$2.01 Million
1.97% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,243
shares
|
$2 Million
0.16% of portfolio
|
Q3 2025
Added 56.06%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
3,241
shares
|
$2 Million
0.68% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
3,240
shares
|
$2 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
3,233
shares
|
$2 Million
1.21% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,232
shares
|
$2 Million
0.37% of portfolio
|
Q4 2022
Added 6.25%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,232
shares
|
$2 Million
0.19% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
3,230
shares
|
$2 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,228
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
3,202
shares
|
$1.98 Million
0.34% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
3,201
shares
|
$1.98 Million
1.31% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
3,197
shares
|
$1.98 Million
0.28% of portfolio
|
Q3 2025
Added 28.03%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
3,194
shares
|
$1.97 Million
0.64% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
3,191
shares
|
$1.97 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
3,188
shares
|
$1.97 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
3,185
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2025
Added 27.6%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
3,174
shares
|
$1.96 Million
1.04% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
3,173
shares
|
$1.96 Million
1.12% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
3,160
shares
|
$1.95 Million
1.29% of portfolio
|
Q3 2025
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
3,159
shares
|
$1.95 Million
0.34% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,155
shares
|
$1.95 Million
0.32% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
3,141
shares
|
$1.94 Million
1.72% of portfolio
|
Q3 2025
Added 58.16%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
3,136
shares
|
$1.94 Million
0.49% of portfolio
|
Q3 2025
Added 29.8%
|
|