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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
41,789
shares
|
$23.1 Million
1.31% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
41,776
shares
|
$23.1 Million
21.26% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
41,544
shares
|
$22.9 Million
1.11% of portfolio
|
Q4 2024
Added 87.64%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
41,525
shares
|
$22.9 Million
7.06% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
41,503
shares
|
$22.9 Million
0.68% of portfolio
|
Q4 2023
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
41,204
shares
|
$22.8 Million
2.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
41,187
shares
|
$22.7 Million
6.43% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
41,108
shares
|
$22.7 Million
2.51% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
41,008
shares
|
$22.6 Million
1.66% of portfolio
|
Q4 2024
Added 117.5%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
40,905
shares
|
$22.6 Million
7.8% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
40,600
shares
|
$22.4 Million
0.82% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
40,532
shares
|
$22.4 Million
8.98% of portfolio
|
Q4 2024
Added 40.11%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
40,000
shares
|
$22.1 Million
0.11% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
39,981
shares
|
$22.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
39,909
shares
|
$22 Million
10.13% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
39,901
shares
|
$22 Million
1.78% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
39,863
shares
|
$22 Million
14.83% of portfolio
|
Q3 2024
Added 40.29%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
39,815
shares
|
$22 Million
11.94% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
39,804
shares
|
$22 Million
0.8% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,770
shares
|
$22 Million
0.13% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
39,730
shares
|
$21.9 Million
1.51% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
39,666
shares
|
$21.9 Million
1.74% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,506
shares
|
$21.8 Million
5.66% of portfolio
|
Q4 2024
Added 38.64%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
39,353
shares
|
$21.7 Million
13.37% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
39,350
shares
|
$21.7 Million
1.0% of portfolio
|
Q3 2024
Reduced 5.68%
|