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 |
|---|---|---|---|---|---|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
9,168
shares
|
$5.1 Million
1.5% of portfolio
|
Q4 2024
Added 298.44%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
9,097
shares
|
$5.06 Million
1.62% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
9,078
shares
|
$5.05 Million
0.08% of portfolio
|
Q4 2024
Added 212.6%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,057
shares
|
$5.04 Million
1.67% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
9,045
shares
|
$5.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
8,978
shares
|
$5 Million
3.99% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
8,967
shares
|
$4.99 Million
0.43% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
8,947
shares
|
$4.98 Million
0.3% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
8,900
shares
|
$4.95 Million
2.31% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
8,886
shares
|
$4.95 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
8,874
shares
|
$4.94 Million
3.12% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
8,864
shares
|
$4.93 Million
0.12% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
8,837
shares
|
$4.92 Million
0.34% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
8,794
shares
|
$4.9 Million
0.23% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
8,790
shares
|
$4.89 Million
0.35% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,786
shares
|
$4.89 Million
3.34% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
8,781
shares
|
$4.89 Million
1.09% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
8,757
shares
|
$4.87 Million
1.24% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
8,754
shares
|
$4.87 Million
0.39% of portfolio
|
Q3 2024
Added 44.55%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
8,725
shares
|
$4.86 Million
3.44% of portfolio
|
Q3 2024
Added 39.04%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,720
shares
|
$4.85 Million
1.0% of portfolio
|
Q4 2024
Added 2001.2%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
8,694
shares
|
$4.84 Million
0.83% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,685
shares
|
$4.83 Million
0.14% of portfolio
|
Q3 2021
Reduced 2.23%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,657
shares
|
$4.82 Million
0.09% of portfolio
|
Q3 2024
Added 34.87%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
8,637
shares
|
$4.81 Million
1.01% of portfolio
|
Q4 2024
Added 4.48%
|