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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
29,254
shares
|
$16.2 Million
0.3% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
29,212
shares
|
$16.1 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
29,139
shares
|
$16.1 Million
0.2% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
29,074
shares
|
$16.1 Million
5.78% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
29,054
shares
|
$16 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
28,991
shares
|
$16 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
28,933
shares
|
$16 Million
8.61% of portfolio
|
Q3 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
28,891
shares
|
$16 Million
10.19% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
28,829
shares
|
$15.9 Million
3.17% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Avory & Company, LLC
Miami, FL |
Feb 06, 2025 Q4 2024 |
28,810
shares
|
$15.9 Million
8.7% of portfolio
|
Q4 2020
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
28,740
shares
|
$15.9 Million
3.34% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
28,737
shares
|
$15.9 Million
2.27% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
28,641
shares
|
$15.8 Million
12.3% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
28,563
shares
|
$15.8 Million
0.76% of portfolio
|
Q3 2024
Reduced 43.51%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
28,560
shares
|
$15.8 Million
4.23% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
28,546
shares
|
$15.8 Million
3.21% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
28,542
shares
|
$15.8 Million
0.32% of portfolio
|
Q4 2024
Added 42.29%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
28,541
shares
|
$15.8 Million
3.66% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
28,486
shares
|
$15.7 Million
8.28% of portfolio
|
Q1 2024
New holding
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
28,126
shares
|
$15.5 Million
6.03% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
27,977
shares
|
$15.4 Million
6.76% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
27,669
shares
|
$15.3 Million
13.92% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
27,538
shares
|
$15.2 Million
1.8% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
27,403
shares
|
$15.1 Million
0.18% of portfolio
|
Q4 2024
Added 81.3%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
27,398
shares
|
$15.1 Million
1.72% of portfolio
|
Q3 2024
Added 3.6%
|