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 3,364 institutions that hold shares in the stock, with a total of 440 Million shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
13,171
shares
|
$7.33 Million
1.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
13,165
shares
|
$7.33 Million
0.96% of portfolio
|
Q3 2024
Reduced 45.93%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
13,146
shares
|
$7.32 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
13,123
shares
|
$7.3 Million
0.36% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,122
shares
|
$7.3 Million
4.73% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
13,117
shares
|
$7.3 Million
1.3% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
13,110
shares
|
$7.3 Million
0.19% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
13,109
shares
|
$7.3 Million
0.48% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
13,103
shares
|
$7.29 Million
0.32% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
13,098
shares
|
$7.29 Million
0.18% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
13,082
shares
|
$7.28 Million
1.16% of portfolio
|
Q4 2024
Added 119.39%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,073
shares
|
$7.28 Million
0.45% of portfolio
|
Q3 2024
Reduced 14.32%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
12,998
shares
|
$7.24 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
12,923
shares
|
$7.19 Million
2.99% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
12,841
shares
|
$7.15 Million
1.46% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
12,748
shares
|
$7.1 Million
2.7% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
12,711
shares
|
$7.08 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
12,700
shares
|
$7.07 Million
1.31% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,670
shares
|
$7.05 Million
1.29% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
12,543
shares
|
$6.98 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
12,490
shares
|
$6.95 Million
0.62% of portfolio
|
Q4 2024
Added 43.41%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
12,480
shares
|
$6.95 Million
2.22% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
12,455
shares
|
$6.93 Million
0.03% of portfolio
|
Q4 2024
Reduced 96.6%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,323
shares
|
$6.86 Million
0.49% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
12,319
shares
|
$6.86 Million
3.01% of portfolio
|
Q4 2024
Added 0.06%
|