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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
6,934
shares
|
$3.86 Million
0.08% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,914
shares
|
$3.85 Million
0.77% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,905
shares
|
$3.84 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
6,894
shares
|
$3.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
6,889
shares
|
$3.83 Million
2.56% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
6,870
shares
|
$3.82 Million
3.77% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,849
shares
|
$3.81 Million
0.17% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
6,846
shares
|
$3.81 Million
0.25% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
6,839
shares
|
$3.81 Million
0.19% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,821
shares
|
$3.8 Million
0.07% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,801
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.41%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,785
shares
|
$3.78 Million
0.25% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
6,778
shares
|
$3.77 Million
1.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
6,770
shares
|
$3.77 Million
1.96% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
6,756
shares
|
$3.76 Million
1.55% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
6,721
shares
|
$3.74 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
6,708
shares
|
$3.73 Million
4.87% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
6,698
shares
|
$3.73 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Cv Advisors LLC
Aventura, FL |
Feb 10, 2025 Q4 2024 |
6,692
shares
|
$3.73 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
6,689
shares
|
$3.72 Million
0.8% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
6,668
shares
|
$3.71 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
6,661
shares
|
$3.71 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
6,657
shares
|
$3.71 Million
0.19% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
6,643
shares
|
$3.7 Million
1.53% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
6,620
shares
|
$3.69 Million
0.85% of portfolio
|
Q4 2024
Added 23.32%
|