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 |
|---|---|---|---|---|---|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
70
shares
|
$39,130
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
69
shares
|
$38,571
0.02% of portfolio
|
Q4 2024
Reduced 37.84%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
68
shares
|
$38,012
0.0% of portfolio
|
Q3 2023
Added 172.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
66
shares
|
$36,894
0.06% of portfolio
|
Q3 2024
Reduced 78.57%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
61
shares
|
$34,099
0.0% of portfolio
|
Q1 2024
Added 1.67%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
61
shares
|
$34,099
0.02% of portfolio
|
Q1 2024
Added 103.33%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$33,540
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
57
shares
|
$31,863
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
49
shares
|
$27,391
0.03% of portfolio
|
Q3 2024
Added 28.95%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
49
shares
|
$27,391
0.02% of portfolio
|
Q2 2024
Reduced 39.51%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
48
shares
|
$26,832
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
43
shares
|
$24,037
0.01% of portfolio
|
Q3 2024
Reduced 18.87%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
40
shares
|
$22,360
0.01% of portfolio
|
Q3 2024
Reduced 59.18%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
38
shares
|
$21,242
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
38
shares
|
$21,242
0.0% of portfolio
|
Q1 2023
Reduced 88.48%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
38
shares
|
$21,242
0.0% of portfolio
|
Q2 2024
Added 35.71%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
38
shares
|
$21,242
0.01% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
37
shares
|
$20,683
0.01% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
36
shares
|
$20,124
0.01% of portfolio
|
Q4 2022
Reduced 74.1%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
34
shares
|
$19,006
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
31
shares
|
$17,329
0.01% of portfolio
|
Q4 2021
Added 82.35%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
31
shares
|
$17,329
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
30
shares
|
$16,770
0.01% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
30
shares
|
$16,770
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
29
shares
|
$16,211
0.0% of portfolio
|
Q4 2024
Added 11.54%
|