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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
65,279
shares
|
$36 Million
0.48% of portfolio
|
Q3 2024
Added 55.5%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
65,268
shares
|
$36 Million
15.59% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jan 30, 2025 Q4 2024 |
65,262
shares
|
$36 Million
4.58% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Kinsale Capital Group, Inc.
|
Feb 05, 2025 Q4 2024 |
65,260
shares
|
$36 Million
9.45% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
65,173
shares
|
$36 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
64,546
shares
|
$35.6 Million
2.74% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
64,118
shares
|
$35.4 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
63,852
shares
|
$35.3 Million
8.25% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
63,738
shares
|
$35.2 Million
4.28% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
63,585
shares
|
$35.1 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
63,483
shares
|
$35.1 Million
3.66% of portfolio
|
Q4 2024
Added 28.51%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
63,168
shares
|
$34.9 Million
2.96% of portfolio
|
Q3 2024
Added 63.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
63,148
shares
|
$34.9 Million
2.85% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
62,561
shares
|
$34.5 Million
5.83% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
62,307
shares
|
$34.4 Million
0.44% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
62,067
shares
|
$34.3 Million
2.53% of portfolio
|
Q2 2023
Added 3.01%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
61,985
shares
|
$34.2 Million
18.02% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
61,948
shares
|
$34.2 Million
0.05% of portfolio
|
Q3 2024
Added 71.2%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
61,720
shares
|
$34.1 Million
6.78% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
61,700
shares
|
$34.1 Million
8.54% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
61,626
shares
|
$34 Million
0.01% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
61,600
shares
|
$34 Million
9.77% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
61,242
shares
|
$33.8 Million
12.82% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
61,207
shares
|
$33.8 Million
6.98% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
University Of Chicago
Chicago, IL |
Feb 05, 2025 Q4 2024 |
60,891
shares
|
$33.6 Million
30.8% of portfolio
|
Q4 2024
Reduced 10.99%
|