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 3,436 institutions that hold shares in the stock, with a total of 464 Million shares, which have been reported (via 13F filing form) to have a value of $258 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
74,364
shares
|
$41.3 Million
5.61% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
73,824
shares
|
$41 Million
21.38% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
73,661
shares
|
$40.9 Million
9.75% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
73,384
shares
|
$40.7 Million
12.74% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
73,197
shares
|
$40.6 Million
0.26% of portfolio
|
Q4 2024
Added 5583.0%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
73,103
shares
|
$40.6 Million
40.32% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
72,749
shares
|
$40.4 Million
15.88% of portfolio
|
Q4 2024
Reduced 22.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
72,439
shares
|
$40.2 Million
0.34% of portfolio
|
Q4 2024
Added 52.45%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
72,206
shares
|
$40.1 Million
30.49% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
71,660
shares
|
$39.8 Million
1.08% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
71,549
shares
|
$39.7 Million
26.91% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
71,424
shares
|
$39.6 Million
0.35% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Front Street Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
71,275
shares
|
$39.5 Million
6.67% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
71,245
shares
|
$39.5 Million
19.31% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
70,804
shares
|
$39.3 Million
4.37% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
70,132
shares
|
$38.9 Million
0.3% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
69,940
shares
|
$38.8 Million
2.72% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
69,811
shares
|
$38.7 Million
3.01% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
69,774
shares
|
$38.7 Million
0.54% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
69,211
shares
|
$38.4 Million
27.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
69,000
shares
|
$38.3 Million
3.64% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
68,809
shares
|
$38.2 Million
3.03% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
68,791
shares
|
$38.2 Million
2.93% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
68,590
shares
|
$38.1 Million
0.19% of portfolio
|
Q4 2024
Added 71.48%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
68,452
shares
|
$38 Million
23.82% of portfolio
|
Q4 2024
Added 0.17%
|