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 |
|---|---|---|---|---|---|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
17,848
shares
|
$9.9 Million
3.67% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
17,845
shares
|
$9.9 Million
0.94% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
17,832
shares
|
$9.89 Million
0.4% of portfolio
|
Q4 2024
Added 255.79%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
17,819
shares
|
$9.89 Million
1.62% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
17,799
shares
|
$9.88 Million
3.41% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
17,758
shares
|
$9.85 Million
1.21% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,709
shares
|
$9.83 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
|
$9.82 Million
1.55% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
17,682
shares
|
$9.81 Million
10.69% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
17,674
shares
|
$9.81 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,671
shares
|
$9.8 Million
6.52% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
17,645
shares
|
$9.79 Million
0.98% of portfolio
|
Q4 2024
Reduced 20.99%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
17,621
shares
|
$9.78 Million
1.89% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
17,573
shares
|
$9.75 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
17,565
shares
|
$9.75 Million
6.47% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
17,550
shares
|
$9.74 Million
0.45% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
17,424
shares
|
$9.67 Million
2.47% of portfolio
|
Q4 2022
Reduced 99.72%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
17,418
shares
|
$9.66 Million
0.26% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,338
shares
|
$9.62 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
17,300
shares
|
$9.6 Million
1.53% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
17,216
shares
|
$9.55 Million
3.64% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
17,190
shares
|
$9.54 Million
2.86% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
17,182
shares
|
$9.53 Million
2.39% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
17,160
shares
|
$9.52 Million
6.86% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
17,102
shares
|
$9.49 Million
0.47% of portfolio
|
Q4 2024
Added 7.7%
|