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 3,327 institutions that hold shares in the stock, with a total of 435 Million shares, which have been reported (via 13F filing form) to have a value of $240 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
116,896
shares
|
$64.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
116,894
shares
|
$64.5 Million
3.81% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
115,422
shares
|
$63.7 Million
1.14% of portfolio
|
Q4 2024
Added 45.29%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
115,004
shares
|
$63.5 Million
19.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
114,813
shares
|
$63.4 Million
9.59% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
114,608
shares
|
$63.3 Million
6.51% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
114,492
shares
|
$63.2 Million
29.95% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
113,635
shares
|
$62.7 Million
7.26% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
113,063
shares
|
$62.4 Million
42.41% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
113,006
shares
|
$62.4 Million
13.05% of portfolio
|
Q1 2024
Added 9.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
112,981
shares
|
$62.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.77%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
112,212
shares
|
$62 Million
9.5% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2024 Q3 2024 |
111,768
shares
|
$61.7 Million
47.38% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
110,984
shares
|
$61.3 Million
0.87% of portfolio
|
Q4 2024
Added 48.3%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
110,433
shares
|
$61 Million
1.29% of portfolio
|
Q3 2024
Added 37.19%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
109,354
shares
|
$60.4 Million
0.61% of portfolio
|
Q3 2024
Added 27.37%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
109,250
shares
|
$60.3 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
107,643
shares
|
$59.4 Million
0.66% of portfolio
|
Q3 2024
Added 100.05%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
106,649
shares
|
$58.9 Million
13.47% of portfolio
|
Q4 2023
Added 5408.73%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
106,062
shares
|
$58.6 Million
9.52% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
103,724
shares
|
$57.3 Million
2.55% of portfolio
|
Q4 2024
Added 35.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
103,069
shares
|
$56.9 Million
0.69% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
103,013
shares
|
$56.9 Million
12.19% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
102,771
shares
|
$56.8 Million
0.95% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
102,675
shares
|
$56.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.22%
|