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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
56,078
shares
|
$31 Million
0.44% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
56,029
shares
|
$30.9 Million
4.56% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
55,742
shares
|
$30.8 Million
41.93% of portfolio
|
Q3 2023
Added 7.42%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
55,501
shares
|
$30.6 Million
1.42% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
55,195
shares
|
$30.5 Million
15.7% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
54,558
shares
|
$30.1 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
54,545
shares
|
$30.1 Million
11.85% of portfolio
|
Q4 2024
Reduced 17.38%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
54,534
shares
|
$30.1 Million
19.84% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
54,289
shares
|
$30 Million
2.41% of portfolio
|
Q4 2024
Added 44.67%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
54,083
shares
|
$29.9 Million
4.25% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
54,041
shares
|
$29.8 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
53,858
shares
|
$29.7 Million
0.56% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
53,631
shares
|
$29.6 Million
8.5% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
53,631
shares
|
$29.6 Million
4.34% of portfolio
|
Q1 2024
Added 11.33%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
53,601
shares
|
$29.6 Million
5.43% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53,577
shares
|
$29.6 Million
10.56% of portfolio
|
Q2 2022
Added 3788.03%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
53,415
shares
|
$29.5 Million
11.66% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
53,255
shares
|
$29.4 Million
0.83% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
53,038
shares
|
$29.3 Million
21.76% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
52,747
shares
|
$29.1 Million
6.74% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
52,737
shares
|
$29.1 Million
4.12% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
52,583
shares
|
$29 Million
10.29% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
52,541
shares
|
$29 Million
0.7% of portfolio
|
Q4 2024
Reduced 32.33%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
52,326
shares
|
$28.9 Million
2.7% of portfolio
|
Q4 2024
Reduced 47.7%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
52,170
shares
|
$28.8 Million
7.6% of portfolio
|
Q4 2024
Added 2.96%
|