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 3,402 institutions that hold shares in the stock, with a total of 461 Million shares, which have been reported (via 13F filing form) to have a value of $256 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
106,649
shares
|
$59.2 Million
13.47% of portfolio
|
Q4 2023
Added 5408.73%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
106,062
shares
|
$58.8 Million
9.52% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
103,724
shares
|
$57.5 Million
2.55% of portfolio
|
Q4 2024
Added 35.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
103,069
shares
|
$57.2 Million
0.69% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
103,013
shares
|
$57.2 Million
12.19% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
102,771
shares
|
$57 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
|
$57 Million
0.02% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
102,510
shares
|
$56.9 Million
1.3% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
102,490
shares
|
$56.9 Million
3.95% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
102,368
shares
|
$56.8 Million
1.3% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
102,075
shares
|
$56.6 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
101,551
shares
|
$56.3 Million
4.37% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
101,116
shares
|
$56.1 Million
1.52% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
99,444
shares
|
$55.2 Million
19.18% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
98,618
shares
|
$54.7 Million
0.48% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
97,970
shares
|
$54.4 Million
27.39% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
P/E Global LLC
|
Jan 30, 2025 Q4 2024 |
97,738
shares
|
$54.2 Million
11.85% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
97,625
shares
|
$54.2 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
97,245
shares
|
$54 Million
7.92% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
96,648
shares
|
$53.6 Million
13.18% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
96,455
shares
|
$53.5 Million
21.43% of portfolio
|
Q4 2024
New holding
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
96,187
shares
|
$53.4 Million
40.19% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
96,160
shares
|
$53.4 Million
4.78% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
96,096
shares
|
$53.3 Million
1.26% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,945
shares
|
$53.2 Million
0.05% of portfolio
|
Q3 2022
Added 24.33%
|