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 |
|---|---|---|---|---|---|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
45,205
shares
|
$25 Million
7.85% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
44,868
shares
|
$24.8 Million
20.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
44,839
shares
|
$24.8 Million
6.98% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
44,811
shares
|
$24.7 Million
9.05% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
44,720
shares
|
$24.7 Million
3.91% of portfolio
|
Q3 2023
Added 10.95%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
44,529
shares
|
$24.6 Million
2.88% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
44,393
shares
|
$24.5 Million
1.74% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
44,383
shares
|
$24.5 Million
14.94% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
44,372
shares
|
$24.5 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
44,246
shares
|
$24.4 Million
0.61% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
43,849
shares
|
$24.2 Million
1.28% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
43,721
shares
|
$24.1 Million
8.78% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
43,529
shares
|
$24 Million
3.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
43,345
shares
|
$23.9 Million
4.06% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
43,231
shares
|
$23.9 Million
2.19% of portfolio
|
Q4 2024
Added 19.04%
|
|
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
Nov 13, 2024 Q3 2024 |
43,150
shares
|
$23.8 Million
100.0% of portfolio
|
Q3 2024
Added 70.22%
|
|
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
Nov 14, 2024 Q3 2024 |
43,000
shares
|
$23.7 Million
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
42,908
shares
|
$23.7 Million
1.01% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
42,813
shares
|
$23.6 Million
1.51% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
42,605
shares
|
$23.5 Million
7.59% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
42,509
shares
|
$23.5 Million
0.36% of portfolio
|
Q3 2024
Added 108.56%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
42,340
shares
|
$23.4 Million
14.03% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Feb 10, 2025 Q4 2024 |
42,067
shares
|
$23.2 Million
12.25% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
42,045
shares
|
$23.2 Million
4.31% of portfolio
|
Q3 2024
Added 89.15%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
41,917
shares
|
$23.1 Million
3.65% of portfolio
|
Q4 2024
Added 4.49%
|