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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
7,936
shares
|
$4.42 Million
0.39% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
7,920
shares
|
$4.41 Million
0.44% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,904
shares
|
$4.4 Million
0.71% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,886
shares
|
$4.39 Million
1.25% of portfolio
|
Q4 2022
Added 9.56%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
7,881
shares
|
$4.39 Million
0.6% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
7,847
shares
|
$4.37 Million
6.31% of portfolio
|
Q3 2022
New holding
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
7,830
shares
|
$4.36 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
7,818
shares
|
$4.35 Million
0.7% of portfolio
|
Q4 2024
Reduced 80.1%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
7,816
shares
|
$4.35 Million
3.02% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
7,814
shares
|
$4.35 Million
0.98% of portfolio
|
Q4 2024
Added 21.6%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
7,808
shares
|
$4.35 Million
2.98% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
7,803
shares
|
$4.34 Million
2.56% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,789
shares
|
$4.34 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
7,744
shares
|
$4.31 Million
0.23% of portfolio
|
Q4 2024
Added 55.19%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
7,646
shares
|
$4.26 Million
0.33% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
7,627
shares
|
$4.25 Million
0.54% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,617
shares
|
$4.24 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,598
shares
|
$4.23 Million
0.49% of portfolio
|
Q3 2022
Added 8.71%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,583
shares
|
$4.22 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
7,574
shares
|
$4.22 Million
0.71% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
7,567
shares
|
$4.21 Million
1.44% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
7,562
shares
|
$4.21 Million
1.53% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
7,559
shares
|
$4.21 Million
4.06% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,545
shares
|
$4.2 Million
0.26% of portfolio
|
Q4 2022
Added 0.95%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
7,544
shares
|
$4.2 Million
0.26% of portfolio
|
Q4 2024
Reduced 14.31%
|