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 |
|---|---|---|---|---|---|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
17,682
shares
|
$9.04 Million
10.69% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
17,674
shares
|
$9.04 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,671
shares
|
$9.03 Million
6.52% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
17,645
shares
|
$9.02 Million
0.98% of portfolio
|
Q4 2024
Reduced 20.99%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
17,621
shares
|
$9.01 Million
1.89% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
17,573
shares
|
$8.98 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
17,565
shares
|
$8.98 Million
6.47% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
17,424
shares
|
$8.91 Million
2.47% of portfolio
|
Q4 2022
Reduced 99.72%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
17,418
shares
|
$8.91 Million
0.26% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,338
shares
|
$8.86 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
17,300
shares
|
$8.85 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
|
$8.8 Million
3.64% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
17,190
shares
|
$8.79 Million
2.86% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
17,182
shares
|
$8.78 Million
2.39% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
17,163
shares
|
$8.78 Million
0.13% of portfolio
|
Q4 2024
Added 22.97%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
17,160
shares
|
$8.77 Million
6.86% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
17,102
shares
|
$8.74 Million
0.47% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,912
shares
|
$8.65 Million
0.57% of portfolio
|
Q4 2023
Added 6.43%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
16,818
shares
|
$8.6 Million
3.36% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
16,741
shares
|
$8.56 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
16,719
shares
|
$8.55 Million
3.49% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Feb 14, 2025 Q4 2024 |
16,687
shares
|
$8.53 Million
0.66% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
16,673
shares
|
$8.52 Million
5.25% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
16,658
shares
|
$8.52 Million
3.62% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
16,650
shares
|
$8.51 Million
10.01% of portfolio
|
Q4 2024
Added 0.01%
|