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 3,535 institutions that hold shares in the stock, with a total of 474 Million shares, which have been reported (via 13F filing form) to have a value of $242 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironclad Investments LLC
Maitland, FL |
Feb 14, 2025 Q4 2024 |
154,558
shares
|
$79 Million
48.71% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
154,495
shares
|
$79 Million
17.91% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
151,599
shares
|
$77.5 Million
2.97% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
151,140
shares
|
$77.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
150,406
shares
|
$76.9 Million
0.85% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
149,748
shares
|
$76.6 Million
20.19% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
149,007
shares
|
$76.2 Million
8.54% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
148,813
shares
|
$76.1 Million
2.91% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
148,250
shares
|
$75.8 Million
18.91% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
147,697
shares
|
$75.5 Million
22.57% of portfolio
|
Q3 2022
Added 12.28%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
146,996
shares
|
$75.2 Million
0.67% of portfolio
|
Q4 2024
Added 53.61%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
146,658
shares
|
$75 Million
1.15% of portfolio
|
Q4 2024
Added 55.18%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
146,203
shares
|
$74.8 Million
8.54% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
146,027
shares
|
$74.7 Million
1.67% of portfolio
|
Q4 2024
Added 32.23%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
144,871
shares
|
$74.1 Million
57.57% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
144,499
shares
|
$73.9 Million
2.17% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
144,448
shares
|
$73.9 Million
4.19% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
144,054
shares
|
$73.7 Million
17.94% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
143,918
shares
|
$73.6 Million
5.02% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
142,837
shares
|
$73 Million
14.59% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
142,197
shares
|
$72.7 Million
31.28% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
141,804
shares
|
$72.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 20.36%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
140,746
shares
|
$72 Million
14.5% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
139,985
shares
|
$71.6 Million
0.55% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
139,841
shares
|
$71.5 Million
8.09% of portfolio
|
Q4 2024
Added 8.67%
|