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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
24,959
shares
|
$13.8 Million
2.91% of portfolio
|
Q1 2024
Added 525.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
24,780
shares
|
$13.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 16.59%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
24,582
shares
|
$13.6 Million
7.77% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
24,358
shares
|
$13.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 42.85%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
24,355
shares
|
$13.4 Million
5.35% of portfolio
|
Q2 2023
Reduced 1.75%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
24,250
shares
|
$13.4 Million
1.21% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
24,218
shares
|
$13.4 Million
6.67% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
24,199
shares
|
$13.4 Million
1.36% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
24,193
shares
|
$13.4 Million
1.5% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
24,128
shares
|
$13.3 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
24,033
shares
|
$13.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
24,024
shares
|
$13.3 Million
1.38% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
24,012
shares
|
$13.3 Million
4.46% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
24,011
shares
|
$13.3 Million
13.64% of portfolio
|
Q4 2024
New holding
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
23,950
shares
|
$13.2 Million
1.36% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
23,932
shares
|
$13.2 Million
0.09% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,726
shares
|
$13.1 Million
2.18% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
23,684
shares
|
$13.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
23,462
shares
|
$13 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
23,010
shares
|
$12.7 Million
0.99% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
22,878
shares
|
$12.6 Million
9.28% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
22,865
shares
|
$12.6 Million
3.41% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
22,806
shares
|
$12.6 Million
9.17% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
22,696
shares
|
$12.5 Million
0.86% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
22,654
shares
|
$12.5 Million
6.16% of portfolio
|
Q3 2024
Added 10.12%
|