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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
92,729
shares
|
$51.2 Million
1.98% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
92,609
shares
|
$51.1 Million
13.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
92,529
shares
|
$51.1 Million
32.22% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
91,877
shares
|
$50.7 Million
0.86% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
91,811
shares
|
$50.7 Million
0.83% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
91,623
shares
|
$50.6 Million
1.69% of portfolio
|
Q4 2024
Added 157.76%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
91,425
shares
|
$50.5 Million
0.27% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
91,402
shares
|
$50.5 Million
28.26% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
91,133
shares
|
$50.3 Million
2.87% of portfolio
|
Q3 2022
Reduced 17.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
91,096
shares
|
$50.3 Million
1.04% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
90,976
shares
|
$50.2 Million
23.3% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
90,963
shares
|
$50.2 Million
14.52% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
90,865
shares
|
$50.2 Million
14.79% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jan 21, 2025 Q4 2024 |
90,637
shares
|
$50 Million
8.02% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
90,409
shares
|
$49.9 Million
19.36% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
89,778
shares
|
$49.6 Million
1.26% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
89,692
shares
|
$49.5 Million
5.13% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
89,093
shares
|
$49.2 Million
4.35% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
88,889
shares
|
$49.1 Million
1.45% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
88,191
shares
|
$48.7 Million
21.38% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
88,073
shares
|
$48.6 Million
12.12% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
88,068
shares
|
$48.6 Million
16.66% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
87,999
shares
|
$48.6 Million
3.37% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
87,921
shares
|
$48.5 Million
12.41% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
87,530
shares
|
$48.3 Million
2.92% of portfolio
|
Q3 2024
Added 6.16%
|