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 3,275 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 $225 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
57
shares
|
$31,539
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
53
shares
|
$29,326
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
49
shares
|
$27,113
0.02% of portfolio
|
Q2 2024
Reduced 39.51%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
43
shares
|
$23,793
0.01% of portfolio
|
Q3 2024
Reduced 18.87%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
42
shares
|
$23,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
40
shares
|
$22,133
0.01% of portfolio
|
Q3 2024
Reduced 59.18%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
39
shares
|
$21,579
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
38
shares
|
$21,026
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
38
shares
|
$21,026
0.0% of portfolio
|
Q1 2023
Reduced 88.48%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
38
shares
|
$21,026
0.0% of portfolio
|
Q2 2024
Added 35.71%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
38
shares
|
$21,026
0.01% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
37
shares
|
$20,473
0.01% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
36
shares
|
$19,919
0.01% of portfolio
|
Q4 2022
Reduced 74.1%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
34
shares
|
$18,813
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
31
shares
|
$17,153
0.01% of portfolio
|
Q4 2021
Added 82.35%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
31
shares
|
$17,153
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
30
shares
|
$16,599
0.01% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
30
shares
|
$16,599
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
29
shares
|
$16,046
0.0% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
28
shares
|
$15,493
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
27
shares
|
$14,939
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
25
shares
|
$13,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
23
shares
|
$12,726
0.0% of portfolio
|
Q3 2024
Reduced 81.15%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
22
shares
|
$12,173
0.0% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
20
shares
|
$11,066
0.0% of portfolio
|
Q3 2024
New holding
|