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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
139,483
shares
|
$71.3 Million
6.22% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
139,371
shares
|
$71.3 Million
31.62% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
136,753
shares
|
$69.9 Million
0.3% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
135,468
shares
|
$69.3 Million
11.16% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
135,265
shares
|
$69.2 Million
25.66% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Privium Fund Management (Uk) LTD
|
Feb 10, 2025 Q4 2024 |
134,382
shares
|
$68.7 Million
59.59% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
132,916
shares
|
$68 Million
0.82% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
132,129
shares
|
$67.6 Million
2.44% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
131,938
shares
|
$67.5 Million
17.41% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
131,496
shares
|
$67.2 Million
17.6% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
131,402
shares
|
$67.2 Million
11.08% of portfolio
|
Q4 2024
Added 40.38%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Feb 14, 2025 Q4 2024 |
131,334
shares
|
$67.1 Million
7.97% of portfolio
|
Q4 2024
Added 54.27%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
131,018
shares
|
$67 Million
5.8% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
130,587
shares
|
$66.8 Million
11.03% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
129,977
shares
|
$66.5 Million
28.37% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
129,699
shares
|
$66.3 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
129,141
shares
|
$66 Million
19.89% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
129,127
shares
|
$66 Million
39.94% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
128,563
shares
|
$65.7 Million
1.47% of portfolio
|
Q4 2024
Added 28.2%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
128,446
shares
|
$65.7 Million
15.97% of portfolio
|
Q4 2024
Added 24.05%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
127,577
shares
|
$65.2 Million
13.28% of portfolio
|
Q4 2024
Added 498.42%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
126,745
shares
|
$64.8 Million
0.43% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
126,361
shares
|
$64.6 Million
5.79% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
126,121
shares
|
$64.5 Million
10.76% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
126,061
shares
|
$64.5 Million
3.2% of portfolio
|
Q4 2024
Added 4.47%
|