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 |
|---|---|---|---|---|---|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
6,616
shares
|
$3.68 Million
1.94% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,609
shares
|
$3.68 Million
0.16% of portfolio
|
Q2 2022
Reduced 15.87%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,604
shares
|
$3.68 Million
0.57% of portfolio
|
Q4 2024
Added 86.4%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
6,585
shares
|
$3.67 Million
1.29% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
6,583
shares
|
$3.66 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
6,573
shares
|
$3.66 Million
1.85% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
6,551
shares
|
$3.65 Million
2.8% of portfolio
|
Q4 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
6,549
shares
|
$3.65 Million
1.15% of portfolio
|
Q4 2024
Added 89.99%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
6,542
shares
|
$3.64 Million
1.64% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
6,537
shares
|
$3.64 Million
0.9% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
6,486
shares
|
$3.61 Million
1.82% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,481
shares
|
$3.61 Million
0.35% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
6,465
shares
|
$3.6 Million
0.34% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Nine Masts Capital LTD
|
Feb 06, 2025 Q4 2024 |
6,464
shares
|
$3.6 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,443
shares
|
$3.59 Million
0.66% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,438
shares
|
$3.58 Million
0.67% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
6,417
shares
|
$3.57 Million
1.05% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
6,388
shares
|
$3.56 Million
1.52% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
6,385
shares
|
$3.55 Million
0.29% of portfolio
|
Q3 2022
Added 2.98%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
6,358
shares
|
$3.54 Million
0.59% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
6,343
shares
|
$3.53 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
6,340
shares
|
$3.53 Million
1.53% of portfolio
|
Q1 2024
Added 53.14%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,335
shares
|
$3.53 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
6,334
shares
|
$3.53 Million
0.78% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
6,330
shares
|
$3.52 Million
0.69% of portfolio
|
Q4 2024
Added 21.43%
|