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 |
|---|---|---|---|---|---|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
11,073
shares
|
$6.16 Million
3.87% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
11,058
shares
|
$6.16 Million
0.77% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,025
shares
|
$6.14 Million
0.37% of portfolio
|
Q4 2024
Added 23.12%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
10,990
shares
|
$6.12 Million
3.5% of portfolio
|
Q4 2024
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,961
shares
|
$6.1 Million
1.44% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
10,935
shares
|
$6.09 Million
1.93% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
10,935
shares
|
$6.09 Million
2.73% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,935
shares
|
$6.09 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,906
shares
|
$6.07 Million
1.18% of portfolio
|
Q4 2024
Added 19.52%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
10,880
shares
|
$6.06 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
10,788
shares
|
$6.01 Million
1.49% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
10,780
shares
|
$6 Million
2.62% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
10,767
shares
|
$5.99 Million
1.7% of portfolio
|
Q4 2024
Reduced 16.65%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
10,752
shares
|
$5.99 Million
0.84% of portfolio
|
Q4 2020
Added 35.87%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
10,742
shares
|
$5.98 Million
0.97% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
10,731
shares
|
$5.97 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
10,683
shares
|
$5.95 Million
2.2% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
10,680
shares
|
$5.95 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
10,637
shares
|
$5.92 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
10,601
shares
|
$5.9 Million
0.87% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
10,585
shares
|
$5.89 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
10,585
shares
|
$5.89 Million
0.72% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
10,570
shares
|
$5.88 Million
3.21% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,559
shares
|
$5.88 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
10,517
shares
|
$5.85 Million
1.91% of portfolio
|
Q4 2024
Added 4.48%
|