Who owns VANGUARD 500 INDEX FUND (VOO)
Which tracked institutional funds hold VOO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VOO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VOO is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 3013 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VOO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 4.2% of theirs — a 3.8pp gap the other way — the median holder sizes VOO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VOO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 3797 tracked filers holding VOO, 2093 increased or opened the position and 1523 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VOO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- RENAISSANCE TECHNOLOGIES LLC$26M
- POLEN CAPITAL MANAGEMENT LLC$1M
Full exits 3011
- Vanguard Global Advisers, LLC$23.7B
- California Public Employees Retirement System$20.1B
- RAYMOND JAMES FINANCIAL INC$18.3B
- BANK OF AMERICA CORP /DE/$16.4B
- JPMORGAN CHASE & CO$15.8B
- MORGAN STANLEY$14.6B
Largest adds
- MILLENNIUM MANAGEMENT LLC$646M
- BlackRock, Inc.$500M
- AQR CAPITAL MANAGEMENT LLC$239M
- Bridgewater Associates, LP$220M
- FMR LLC$116M
- WELLINGTON MANAGEMENT GROUP LLP$47M
Largest trims
- CITADEL ADVISORS LLC$1.1B
- TUDOR INVESTMENT CORP ET AL$27M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Vanguard Global Advisers, LLC new | 39,600,312 | $23.7B | 8.6% | 2026-Q1 |
| California Public Employees Retirement System added | 33,635,939 | $20.1B | 7.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 30,640,543 | $18.3B | 6.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 27,441,061 | $16.4B | 6.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 27,256,597 | $15.8B | 5.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 24,365,727 | $14.6B | 5.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 17,095,668 | $10.0B | 3.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 15,062,213 | $9.0B | 3.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,680,171 | $6.4B | 2.3% | 2026-Q1 |
| Acorns Advisers, LLC added | 9,608,371 | $5.7B | 2.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 6,401,368 | $3.8B | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 6,246,795 | $3.7B | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 6,218,552 | $3.7B | 1.4% | 2026-Q1 |
| NATIXIS trimmed | 6,093,641 | $3.6B | 1.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,258,941 | $3.1B | 1.1% | 2026-Q1 |
| Cerity Partners LLC added | 5,140,749 | $3.1B | 1.1% | 2026-Q1 |
| UBS Group AG added | 4,680,514 | $2.8B | 1.0% | 2026-Q1 |
| ASSETMARK, INC added | 3,723,036 | $2.2B | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,698,917 | $2.2B | 0.8% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd added | 3,687,384 | $2.2B | 0.8% | 2026-Q1 |
| USS Investment Management Ltd added | 3,495,162 | $2.1B | 0.8% | 2026-Q1 |
| Alberta Investment Management Corp added | 3,358,186 | $2.0B | 0.7% | 2026-Q1 |
| CITIGROUP INC trimmed | 3,113,317 | $1.9B | 0.7% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 3,006,863 | $1.8B | 0.7% | 2026-Q1 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2,925,650 | $1.7B | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,887,575 | $1.7B | 0.6% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 2,985,961 | $1.7B | 0.6% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 2,769,562 | $1.7B | 0.6% | 2026-Q1 |
| Focus Partners Wealth added | 2,671,958 | $1.6B | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,651,883 | $1.6B | 0.6% | 2026-Q1 |
| BlackRock, Inc. added | 2,282,662 | $1.6B | 0.6% | 2026-Q2 |
| BANK OF KOREA added | 2,479,662 | $1.5B | 0.5% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 2,297,214 | $1.4B | 0.5% | 2026-Q1 |
| Trans-Canada Capital Inc. trimmed | 2,122,306 | $1.3B | 0.5% | 2026-Q1 |
| FJ Investments, LLC added | 2,117,354 | $1.3B | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,825,001 | $1.3B | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 2,000,963 | $1.2B | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,935,246 | $1.2B | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 1,904,963 | $1.1B | 0.4% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 1,819,896 | $1.1B | 0.4% | 2026-Q1 |
| Rakuten Investment Management, Inc. added | 1,734,018 | $1.1B | 0.4% | 2026-Q1 |
| E-L Financial Corp Ltd trimmed | 1,266,574 | $1.0B | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC added | 1,665,413 | $995M | 0.4% | 2026-Q1 |
| Clearstead Advisors, LLC added | 1,655,762 | $989M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,564,983 | $981M | 0.4% | 2026-Q1 |
| Creative Planning added | 1,618,133 | $967M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,608,662 | $962M | 0.4% | 2026-Q1 |
| OMERS ADMINISTRATION Corp added | 1,587,839 | $949M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,582,234 | $945M | 0.3% | 2026-Q1 |
| Fisher Asset Management, LLC added | 1,572,634 | $940M | 0.3% | 2026-Q1 |
| Investure, LLC trimmed | 1,546,858 | $924M | 0.3% | 2026-Q1 |
| Innovator Capital Management, LLC new | 1,542,283 | $922M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,507,387 | $901M | 0.3% | 2026-Q1 |
| Plante Moran Financial Advisors, LLC added | 1,459,078 | $872M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 1,449,168 | $866M | 0.3% | 2026-Q1 |
| Angeles Investment Advisors, LLC added | 1,406,636 | $841M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,396,649 | $835M | 0.3% | 2026-Q1 |
| JMG Financial Group, Ltd. added | 1,394,763 | $833M | 0.3% | 2026-Q1 |
| Nicholas Hoffman & Company, LLC. added | 1,392,756 | $832M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,349,585 | $806M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,329,853 | $795M | 0.3% | 2026-Q1 |
| Freestone Grove Partners LP trimmed | 1,319,752 | $789M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 1,258,559 | $752M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,237,277 | $740M | 0.3% | 2026-Q1 |
| COUNTRY TRUST BANK trimmed | 1,197,012 | $715M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 1,194,480 | $714M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,217,426 | $707M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,174,750 | $702M | 0.3% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 1,139,295 | $681M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 1,134,608 | $678M | 0.2% | 2026-Q1 |
| Systematic Alpha Investments, LLC | 1,132,544 | $677M | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 1,130,127 | $675M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 944,297 | $649M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,084,220 | $648M | 0.2% | 2026-Q1 |
| DUMAC, INC. added | 1,056,580 | $631M | 0.2% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 1,054,464 | $630M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 1,018,684 | $606M | 0.2% | 2026-Q1 |
| Pandi, LLC added | 1,003,284 | $600M | 0.2% | 2026-Q1 |
| NEPC LLC trimmed | 978,154 | $584M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 958,001 | $572M | 0.2% | 2026-Q1 |
| Constellation Investments, Inc. added | 956,800 | $572M | 0.2% | 2026-Q1 |
| CIBC Asset Management Inc added | 944,624 | $564M | 0.2% | 2026-Q1 |
| SWF LLC added | 918,327 | $549M | 0.2% | 2026-Q1 |
| Diversified Trust Co added | 908,858 | $543M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 898,405 | $537M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC added | 861,151 | $515M | 0.2% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 855,335 | $511M | 0.2% | 2026-Q1 |
| Call To Action Foundation added | 855,287 | $511M | 0.2% | 2026-Q1 |
| P/E Global LLC trimmed | 854,860 | $511M | 0.2% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 846,831 | $506M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC added | 39,068,508 | $24.5B | 8.9% | 2025-Q4 stale |
| MARSHALL WACE, LLP new | 4,580,704 | $2.9B | 1.0% | 2025-Q4 stale |
| Kedalion Capital Management LLP added | 2,847,850 | $1.8B | 0.7% | 2025-Q4 stale |
| POTOMAC FUND MANAGEMENT INC /ADV new | 2,653,203 | $1.7B | 0.6% | 2025-Q4 stale |
| Glenmede Investment Management, LP added | 1,691,433 | $1.0B | 0.4% | 2025-Q3 stale |
| Provida Pension Fund Administrator added | 1,435,455 | $900M | 0.3% | 2025-Q4 stale |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,338,133 | $819M | 0.3% | 2025-Q3 stale |
| Varma Mutual Pension Insurance Co new | 1,207,700 | $757M | 0.3% | 2025-Q4 stale |
| Alaska Permanent Fund Corp added | 1,448,563 | $738M | 0.3% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC added | 941,501 | $590M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.