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 3,471 institutions that hold shares in the stock, with a total of 473 Million shares, which have been reported (via 13F filing form) to have a value of $265 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,287
shares
|
$1.84 Million
0.86% of portfolio
|
Q2 2022
Reduced 84.39%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
3,286
shares
|
$1.84 Million
0.15% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,281
shares
|
$1.84 Million
0.95% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
3,276
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
3,274
shares
|
$1.84 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Feb 12, 2025 Q4 2024 |
3,271
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,267
shares
|
$1.83 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
3,261
shares
|
$1.83 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
3,253
shares
|
$1.82 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,232
shares
|
$1.81 Million
0.37% of portfolio
|
Q4 2022
Added 6.25%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
3,232
shares
|
$1.81 Million
0.29% of portfolio
|
Q4 2024
Added 750.53%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,231
shares
|
$1.81 Million
0.24% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,228
shares
|
$1.81 Million
0.11% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,228
shares
|
$1.81 Million
0.19% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
3,223
shares
|
$1.81 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
3,221
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
3,218
shares
|
$1.8 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
3,208
shares
|
$1.8 Million
0.32% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
3,191
shares
|
$1.79 Million
0.98% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,183
shares
|
$1.78 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
|
$1.78 Million
0.05% of portfolio
|
Q4 2024
Added 34.7%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
3,182
shares
|
$1.78 Million
1.2% of portfolio
|
Q4 2024
Reduced 18.54%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
3,175
shares
|
$1.78 Million
0.12% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
3,174
shares
|
$1.78 Million
0.97% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
3,167
shares
|
$1.78 Million
0.21% of portfolio
|
Q4 2024
Added 48.97%
|