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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
30,688
shares
|
$16.9 Million
1.96% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
30,668
shares
|
$16.9 Million
2.51% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
30,639
shares
|
$16.9 Million
2.38% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
30,401
shares
|
$16.8 Million
13.51% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
30,365
shares
|
$16.8 Million
1.02% of portfolio
|
Q4 2024
Added 17.17%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
30,365
shares
|
$16.8 Million
2.46% of portfolio
|
Q4 2024
Added 2075.14%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
30,265
shares
|
$16.7 Million
10.85% of portfolio
|
Q4 2024
Added 25.4%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
30,155
shares
|
$16.7 Million
8.7% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
30,092
shares
|
$16.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
30,089
shares
|
$16.6 Million
0.7% of portfolio
|
Q4 2024
Reduced 38.54%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
29,981
shares
|
$16.6 Million
4.32% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
29,978
shares
|
$16.6 Million
1.55% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
29,908
shares
|
$16.5 Million
7.25% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
29,887
shares
|
$16.5 Million
1.1% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
True Wealth Financial Partners
|
Nov 14, 2024 Q3 2024 |
29,862
shares
|
$16.5 Million
9.6% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
29,766
shares
|
$16.4 Million
1.06% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
29,738
shares
|
$16.4 Million
6.27% of portfolio
|
Q1 2023
Added 137.66%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
29,597
shares
|
$16.3 Million
0.23% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
29,558
shares
|
$16.3 Million
3.49% of portfolio
|
Q3 2024
Added 212.98%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
29,537
shares
|
$16.3 Million
5.3% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
29,482
shares
|
$16.3 Million
14.85% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
29,409
shares
|
$16.2 Million
4.57% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
29,354
shares
|
$16.2 Million
0.52% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
29,329
shares
|
$16.2 Million
1.99% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
29,314
shares
|
$16.2 Million
2.63% of portfolio
|
Q3 2023
Reduced 83.16%
|