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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
10,058
shares
|
$5.6 Million
0.43% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
10,019
shares
|
$5.58 Million
0.68% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
10,018
shares
|
$5.58 Million
1.27% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
10,006
shares
|
$5.57 Million
0.48% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
9,969
shares
|
$5.55 Million
0.49% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
9,942
shares
|
$5.53 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
9,906
shares
|
$5.51 Million
0.06% of portfolio
|
Q3 2024
Added 119.84%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
9,903
shares
|
$5.51 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.72%
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
9,848
shares
|
$5.48 Million
2.28% of portfolio
|
Q3 2024
Added 1606.76%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
9,829
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
9,829
shares
|
$5.47 Million
3.29% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
9,824
shares
|
$5.47 Million
0.63% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
9,822
shares
|
$5.47 Million
1.41% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
9,817
shares
|
$5.46 Million
2.27% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
9,792
shares
|
$5.45 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
9,791
shares
|
$5.45 Million
1.03% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,788
shares
|
$5.45 Million
0.59% of portfolio
|
Q4 2024
Reduced 41.2%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,772
shares
|
$5.44 Million
0.49% of portfolio
|
Q4 2023
Reduced 74.07%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,763
shares
|
$5.43 Million
0.65% of portfolio
|
Q2 2024
Added 868.55%
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
9,732
shares
|
$5.42 Million
3.6% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
9,715
shares
|
$5.41 Million
1.03% of portfolio
|
Q4 2024
Added 109.56%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
9,705
shares
|
$5.4 Million
0.95% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
9,705
shares
|
$5.4 Million
2.63% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
9,657
shares
|
$5.38 Million
0.1% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,628
shares
|
$5.36 Million
3.94% of portfolio
|
Q1 2024
Added 76.92%
|