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 3,535 institutions that hold shares in the stock, with a total of 474 Million shares, which have been reported (via 13F filing form) to have a value of $242 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
376,933
shares
|
$193 Million
7.42% of portfolio
|
Q2 2023
Added 55.6%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
371,333
shares
|
$190 Million
7.29% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
370,000
shares
|
$189 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
368,773
shares
|
$189 Million
0.03% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
367,790
shares
|
$188 Million
27.42% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
366,082
shares
|
$187 Million
14.99% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
364,285
shares
|
$186 Million
17.97% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
363,818
shares
|
$186 Million
42.33% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
363,064
shares
|
$186 Million
1.88% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
361,945
shares
|
$185 Million
6.22% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Axis Capital Holdings LTD
|
Jan 29, 2025 Q4 2024 |
360,441
shares
|
$184 Million
83.93% of portfolio
|
Q1 2024
Added 41.57%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
360,055
shares
|
$184 Million
15.63% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
359,247
shares
|
$184 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
359,180
shares
|
$184 Million
3.95% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
358,751
shares
|
$183 Million
16.09% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
357,846
shares
|
$183 Million
10.68% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
354,139
shares
|
$181 Million
3.36% of portfolio
|
Q2 2023
Added 2040.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
352,242
shares
|
$180 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Powers Capital, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
350,822
shares
|
$179 Million
99.12% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
349,672
shares
|
$179 Million
1.39% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
347,161
shares
|
$177 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
345,413
shares
|
$177 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
344,955
shares
|
$176 Million
3.39% of portfolio
|
Q4 2024
Reduced 29.74%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
338,793
shares
|
$173 Million
2.5% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
337,264
shares
|
$172 Million
0.03% of portfolio
|
Q4 2024
Added 294.23%
|