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 3,535 institutions that hold shares in the stock, with a total of 474 Million shares, which have been reported (via 13F filing form) to have a value of $242 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
18,228
shares
|
$9.32 Million
0.87% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
18,203
shares
|
$9.31 Million
0.55% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
18,173
shares
|
$9.29 Million
0.72% of portfolio
|
Q4 2024
Added 478.39%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
18,158
shares
|
$9.28 Million
5.2% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,151
shares
|
$9.28 Million
3.34% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
18,131
shares
|
$9.27 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
18,129
shares
|
$9.27 Million
1.02% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
18,099
shares
|
$9.25 Million
6.81% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
18,095
shares
|
$9.25 Million
0.53% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Feb 24, 2025 Q4 2024 |
18,024
shares
|
$9.22 Million
6.31% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
18,022
shares
|
$9.21 Million
0.92% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,990
shares
|
$9.2 Million
0.23% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,975
shares
|
$9.19 Million
0.47% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
17,884
shares
|
$9.14 Million
1.37% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
17,857
shares
|
$9.13 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
17,848
shares
|
$9.13 Million
3.67% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
17,845
shares
|
$9.12 Million
0.94% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
17,832
shares
|
$9.12 Million
0.4% of portfolio
|
Q4 2024
Added 255.79%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
17,819
shares
|
$9.11 Million
1.62% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
17,813
shares
|
$9.11 Million
0.07% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
17,799
shares
|
$9.1 Million
3.41% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
17,758
shares
|
$9.08 Million
1.21% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
17,731
shares
|
$9.07 Million
4.62% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,709
shares
|
$9.05 Million
6.33% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
17,692
shares
|
$9.05 Million
1.55% of portfolio
|
Q4 2024
Added 6.03%
|