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 3,215 institutions that hold shares in the stock, with a total of 390 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 |
|---|---|---|---|---|---|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
157,601
shares
|
$88.1 Million
17.25% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
157,257
shares
|
$87.9 Million
20.48% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
155,761
shares
|
$87.1 Million
0.55% of portfolio
|
Q3 2024
Added 234.8%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
155,198
shares
|
$86.8 Million
0.86% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
155,107
shares
|
$86.7 Million
26.48% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Nov 14, 2024 Q3 2024 |
154,558
shares
|
$86.4 Million
48.43% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
153,450
shares
|
$85.8 Million
18.2% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
153,206
shares
|
$85.6 Million
3.46% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
153,029
shares
|
$85.5 Million
18.11% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
151,599
shares
|
$84.7 Million
2.97% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
149,007
shares
|
$83.3 Million
8.54% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
148,810
shares
|
$83.2 Million
20.02% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
148,250
shares
|
$82.9 Million
18.91% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
147,697
shares
|
$82.6 Million
22.57% of portfolio
|
Q3 2022
Added 12.28%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
147,280
shares
|
$82.3 Million
6.25% of portfolio
|
Q2 2024
Reduced 21.7%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
146,203
shares
|
$81.7 Million
8.54% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
144,871
shares
|
$81 Million
57.57% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
144,395
shares
|
$80.7 Million
2.69% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
144,054
shares
|
$80.5 Million
17.94% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
141,147
shares
|
$78.9 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
140,818
shares
|
$78.7 Million
0.55% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
140,149
shares
|
$78.3 Million
4.61% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
139,841
shares
|
$78.2 Million
8.09% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
139,377
shares
|
$77.9 Million
31.45% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
138,604
shares
|
$77.5 Million
14.39% of portfolio
|
Q3 2024
Added 0.05%
|