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 3,471 institutions that hold shares in the stock, with a total of 473 Million shares, which have been reported (via 13F filing form) to have a value of $265 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
83
shares
|
$46,538
0.01% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
81
shares
|
$45,416
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
80
shares
|
$44,856
0.04% of portfolio
|
Q4 2024
Added 166.67%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
73
shares
|
$40,931
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Garland Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
72
shares
|
$40,370
0.03% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
70
shares
|
$39,249
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
69
shares
|
$38,688
0.02% of portfolio
|
Q4 2024
Reduced 37.84%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
66
shares
|
$37,006
0.07% of portfolio
|
Q3 2024
Reduced 78.57%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
65
shares
|
$36,445
0.02% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
61
shares
|
$34,202
0.0% of portfolio
|
Q1 2024
Added 1.67%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
60
shares
|
$33,642
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
57
shares
|
$31,959
0.0% of portfolio
|
Q4 2024
Added 185.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
57
shares
|
$31,959
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
53
shares
|
$29,717
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
49
shares
|
$27,474
0.02% of portfolio
|
Q2 2024
Reduced 39.51%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
42
shares
|
$23,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
42
shares
|
$23,549
0.01% of portfolio
|
Q4 2024
Added 600.0%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
40
shares
|
$22,428
0.01% of portfolio
|
Q3 2024
Reduced 59.18%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
39
shares
|
$21,867
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
38
shares
|
$21,306
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
38
shares
|
$21,306
0.0% of portfolio
|
Q1 2023
Reduced 88.48%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
38
shares
|
$21,306
0.0% of portfolio
|
Q2 2024
Added 35.71%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
38
shares
|
$21,306
0.01% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
37
shares
|
$20,745
0.01% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
36
shares
|
$20,185
0.01% of portfolio
|
Q4 2022
Reduced 74.1%
|