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 3,221 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $218 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
506
shares
|
$281,260
0.2% of portfolio
|
Q3 2024
Reduced 24.48%
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
504
shares
|
$280,148
0.01% of portfolio
|
Q3 2024
Added 44.41%
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
503
shares
|
$279,592
0.29% of portfolio
|
Q4 2023
Reduced 30.04%
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
502
shares
|
$279,036
0.17% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
502
shares
|
$279,036
0.17% of portfolio
|
Q2 2024
New holding
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$277,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
500
shares
|
$277,925
0.13% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$277,925
0.09% of portfolio
|
Q4 2023
New holding
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
500
shares
|
$277,925
0.14% of portfolio
|
Q3 2024
New holding
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
499
shares
|
$277,369
0.16% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
498
shares
|
$276,813
0.1% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
495
shares
|
$275,145
0.03% of portfolio
|
Q4 2024
New holding
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
492
shares
|
$273,478
0.08% of portfolio
|
Q4 2024
Added 8.85%
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
490
shares
|
$272,366
0.13% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
489
shares
|
$271,810
0.2% of portfolio
|
Q1 2024
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
489
shares
|
$271,810
0.1% of portfolio
|
Q4 2024
Added 92.52%
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
486
shares
|
$270,143
0.06% of portfolio
|
Q3 2024
Added 10.71%
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
485
shares
|
$269,587
0.02% of portfolio
|
Q3 2024
New holding
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
483
shares
|
$268,475
0.2% of portfolio
|
Q3 2024
Added 11.55%
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
480
shares
|
$266,808
0.09% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
478
shares
|
$265,696
0.11% of portfolio
|
Q2 2023
Added 29.19%
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
477
shares
|
$265,140
0.07% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
475
shares
|
$264,028
0.22% of portfolio
|
Q4 2024
New holding
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
474
shares
|
$263,472
0.05% of portfolio
|
Q3 2024
Added 1.28%
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
474
shares
|
$263,472
0.17% of portfolio
|
Q3 2024
Added 0.21%
|