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 3,342 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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
60,770
shares
|
$33.6 Million
1.39% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
60,761
shares
|
$33.6 Million
2.63% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
60,719
shares
|
$33.5 Million
0.34% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
60,578
shares
|
$33.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
60,066
shares
|
$33.2 Million
0.5% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
60,005
shares
|
$33.1 Million
0.62% of portfolio
|
Q3 2024
Added 20.76%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
59,633
shares
|
$32.9 Million
0.95% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
59,406
shares
|
$32.8 Million
1.15% of portfolio
|
Q4 2024
Added 175.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
59,264
shares
|
$32.7 Million
0.81% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
59,077
shares
|
$32.6 Million
1.15% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
59,029
shares
|
$32.6 Million
1.28% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
58,696
shares
|
$32.4 Million
18.05% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
58,615
shares
|
$32.4 Million
1.0% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
58,594
shares
|
$32.4 Million
15.93% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
58,146
shares
|
$32.1 Million
1.56% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
57,841
shares
|
$31.9 Million
1.7% of portfolio
|
Q4 2024
Added 21.88%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
57,797
shares
|
$31.9 Million
22.56% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
57,304
shares
|
$31.6 Million
1.05% of portfolio
|
Q3 2022
Added 149.98%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
56,760
shares
|
$31.3 Million
3.94% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
56,540
shares
|
$31.2 Million
1.84% of portfolio
|
Q4 2024
Added 30.82%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
56,266
shares
|
$31.1 Million
0.89% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
56,194
shares
|
$31 Million
5.14% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
56,136
shares
|
$31 Million
2.82% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
56,136
shares
|
$31 Million
2.14% of portfolio
|
Q4 2024
Reduced 25.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
56,114
shares
|
$31 Million
1.53% of portfolio
|
Q4 2024
Added 72.39%
|