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 |
|---|---|---|---|---|---|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
38,848
shares
|
$21.6 Million
4.34% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
38,842
shares
|
$21.5 Million
8.63% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
38,671
shares
|
$21.5 Million
10.56% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
38,597
shares
|
$21.4 Million
17.9% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
38,492
shares
|
$21.4 Million
9.37% of portfolio
|
Q4 2024
Added 343.35%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
38,483
shares
|
$21.4 Million
6.6% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
38,414
shares
|
$21.3 Million
20.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
38,267
shares
|
$21.2 Million
0.18% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
38,233
shares
|
$21.2 Million
15.24% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
38,028
shares
|
$21.1 Million
1.4% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
38,006
shares
|
$21.1 Million
3.16% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
37,997
shares
|
$21.1 Million
6.11% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
37,955
shares
|
$21.1 Million
5.89% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
37,948
shares
|
$21.1 Million
0.67% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
37,851
shares
|
$21 Million
10.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
37,661
shares
|
$20.9 Million
5.3% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
37,567
shares
|
$20.8 Million
4.45% of portfolio
|
Q4 2023
Reduced 58.64%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
37,393
shares
|
$20.7 Million
7.28% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
37,302
shares
|
$20.7 Million
10.53% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
37,183
shares
|
$20.6 Million
1.53% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
37,044
shares
|
$20.6 Million
0.46% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,935
shares
|
$20.5 Million
5.39% of portfolio
|
Q1 2023
Added 1.91%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
36,890
shares
|
$20.5 Million
8.48% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
36,825
shares
|
$20.4 Million
8.7% of portfolio
|
Q4 2024
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
36,750
shares
|
$20.4 Million
3.04% of portfolio
|
Q4 2024
Added 467.22%
|