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 3,436 institutions that hold shares in the stock, with a total of 464 Million shares, which have been reported (via 13F filing form) to have a value of $258 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
41,000
shares
|
$22.7 Million
0.01% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
40,905
shares
|
$22.7 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
|
$22.5 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
|
$22.5 Million
8.98% of portfolio
|
Q4 2024
Added 40.11%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
40,233
shares
|
$22.3 Million
15.04% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
39,981
shares
|
$22.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
39,909
shares
|
$22.1 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
|
$22.1 Million
1.78% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
39,815
shares
|
$22.1 Million
11.94% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
39,804
shares
|
$22.1 Million
0.8% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,770
shares
|
$22.1 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
|
$22 Million
1.51% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
39,666
shares
|
$22 Million
1.74% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
39,585
shares
|
$22 Million
5.61% of portfolio
|
Q4 2024
Added 60.3%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
39,561
shares
|
$21.9 Million
2.27% of portfolio
|
Q4 2024
Added 80.23%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,506
shares
|
$21.9 Million
5.66% of portfolio
|
Q4 2024
Added 38.64%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
39,353
shares
|
$21.8 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
|
$21.8 Million
1.0% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
39,333
shares
|
$21.8 Million
1.87% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
39,292
shares
|
$21.8 Million
9.4% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,210
shares
|
$21.8 Million
0.57% of portfolio
|
Q3 2022
Added 889.65%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
39,192
shares
|
$21.7 Million
3.59% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
39,165
shares
|
$21.7 Million
3.41% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
39,056
shares
|
$21.7 Million
2.02% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
38,999
shares
|
$21.6 Million
6.94% of portfolio
|
Q4 2024
New holding
|