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 3,402 institutions that hold shares in the stock, with a total of 461 Million shares, which have been reported (via 13F filing form) to have a value of $256 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,228
shares
|
$1.79 Million
0.19% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
3,221
shares
|
$1.79 Million
0.05% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
3,218
shares
|
$1.79 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
3,208
shares
|
$1.78 Million
0.32% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
3,191
shares
|
$1.77 Million
0.98% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,183
shares
|
$1.77 Million
0.14% of portfolio
|
Q4 2024
Added 216.4%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
3,183
shares
|
$1.77 Million
0.05% of portfolio
|
Q4 2024
Added 34.7%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
3,182
shares
|
$1.77 Million
1.2% of portfolio
|
Q4 2024
Reduced 18.54%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
3,175
shares
|
$1.76 Million
0.12% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
3,174
shares
|
$1.76 Million
0.97% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
3,167
shares
|
$1.76 Million
0.21% of portfolio
|
Q4 2024
Added 48.97%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,155
shares
|
$1.75 Million
0.35% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
3,155
shares
|
$1.75 Million
1.8% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
3,154
shares
|
$1.75 Million
0.83% of portfolio
|
Q1 2024
Reduced 4.19%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
3,154
shares
|
$1.75 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
3,151
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
3,145
shares
|
$1.74 Million
0.51% of portfolio
|
Q4 2024
Added 31.48%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
3,137
shares
|
$1.74 Million
0.71% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,132
shares
|
$1.74 Million
1.1% of portfolio
|
Q3 2024
Reduced 33.53%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
3,131
shares
|
$1.74 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
3,127
shares
|
$1.73 Million
0.11% of portfolio
|
Q4 2024
Added 46.4%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
3,122
shares
|
$1.73 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
3,121
shares
|
$1.73 Million
0.12% of portfolio
|
Q2 2024
Added 20.18%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
3,116
shares
|
$1.73 Million
0.08% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,116
shares
|
$1.73 Million
0.81% of portfolio
|
Q3 2024
Reduced 10.56%
|