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 |
---|---|---|---|---|---|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
374
shares
|
$209,069
0.14% of portfolio
|
Q4 2024
New holding
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
373
shares
|
$208,510
0.15% of portfolio
|
Q4 2024
New holding
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
371
shares
|
$207,392
0.04% of portfolio
|
Q3 2024
Added 27.93%
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
350
shares
|
$195,653
0.19% of portfolio
|
Q4 2024
Added 260.82%
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
347
shares
|
$193,976
0.04% of portfolio
|
Q3 2024
Added 8.44%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
346
shares
|
$193,417
0.17% of portfolio
|
Q3 2024
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
340
shares
|
$190,063
0.03% of portfolio
|
Q1 2023
Reduced 12.37%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
340
shares
|
$190,063
0.09% of portfolio
|
Q3 2024
Added 40.5%
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
322
shares
|
$180,001
0.06% of portfolio
|
Q4 2024
Added 19.26%
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
318
shares
|
$177,765
0.65% of portfolio
|
Q3 2024
New holding
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
312
shares
|
$174,411
0.13% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
305
shares
|
$170,498
0.07% of portfolio
|
Q4 2024
Added 190.48%
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
301
shares
|
$168,262
0.03% of portfolio
|
Q1 2024
Reduced 39.92%
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
301
shares
|
$168,262
0.02% of portfolio
|
Q4 2023
Reduced 2.9%
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
295
shares
|
$164,907
0.07% of portfolio
|
Q3 2024
Added 15.69%
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
292
shares
|
$163,230
0.07% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
288
shares
|
$160,994
0.04% of portfolio
|
Q4 2024
Added 25.76%
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
284
shares
|
$158,758
0.1% of portfolio
|
Q4 2023
New holding
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
283
shares
|
$158,199
0.04% of portfolio
|
Q3 2024
Added 0.35%
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
281
shares
|
$157,081
0.06% of portfolio
|
Q2 2023
Added 146.49%
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
278
shares
|
$155,404
0.02% of portfolio
|
Q4 2024
Reduced 28.17%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
276
shares
|
$154,286
0.07% of portfolio
|
Q4 2024
Added 97.14%
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
274
shares
|
$153,168
0.13% of portfolio
|
Q3 2024
New holding
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
269
shares
|
$150,373
0.04% of portfolio
|
Q3 2024
New holding
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
265
shares
|
$148,137
0.1% of portfolio
|
Q3 2024
Added 0.38%
|