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 3,264 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $226 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
247,411
shares
|
$137 Million
23.5% of portfolio
|
Q4 2024
Added 4.67%
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
246,164
shares
|
$136 Million
13.05% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
245,834
shares
|
$136 Million
21.45% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
245,786
shares
|
$136 Million
10.2% of portfolio
|
Q3 2021
Added 4.2%
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
244,031
shares
|
$135 Million
1.54% of portfolio
|
Q3 2024
Added 0.56%
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
242,977
shares
|
$134 Million
6.24% of portfolio
|
Q4 2024
Added 0.18%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
242,195
shares
|
$134 Million
1.86% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
241,958
shares
|
$134 Million
7.57% of portfolio
|
Q4 2024
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
241,627
shares
|
$134 Million
1.72% of portfolio
|
Q4 2023
Added 2.27%
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
240,072
shares
|
$133 Million
0.38% of portfolio
|
Q3 2024
Added 5.67%
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
238,646
shares
|
$132 Million
3.3% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
235,839
shares
|
$130 Million
36.07% of portfolio
|
Q4 2024
Added 2.46%
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
235,476
shares
|
$130 Million
4.51% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
235,136
shares
|
$130 Million
0.3% of portfolio
|
Q3 2024
Added 4.79%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
234,456
shares
|
$130 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
233,947
shares
|
$129 Million
7.07% of portfolio
|
Q3 2024
Added 14.37%
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
230,714
shares
|
$128 Million
1.23% of portfolio
|
Q3 2024
Added 4.16%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
227,103
shares
|
$126 Million
0.63% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
Fairfield University
|
Nov 12, 2024 Q3 2024 |
225,506
shares
|
$125 Million
77.77% of portfolio
|
Q3 2024
Added 10.08%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
224,531
shares
|
$124 Million
37.85% of portfolio
|
Q4 2024
Added 1.42%
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
220,533
shares
|
$122 Million
33.55% of portfolio
|
Q4 2024
Added 0.3%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
220,021
shares
|
$122 Million
3.76% of portfolio
|
Q3 2024
Reduced 36.39%
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
219,652
shares
|
$122 Million
0.98% of portfolio
|
Q4 2024
Added 1.39%
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
218,540
shares
|
$121 Million
3.05% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
218,351
shares
|
$121 Million
2.0% of portfolio
|
Q3 2022
Added 9.68%
|