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 |
|---|---|---|---|---|---|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
102,075
shares
|
$56.5 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
101,551
shares
|
$56.2 Million
4.37% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
101,116
shares
|
$56 Million
1.52% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
99,444
shares
|
$55 Million
19.18% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
98,618
shares
|
$54.6 Million
0.48% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
97,970
shares
|
$54.2 Million
27.39% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
P/E Global LLC
|
Jan 30, 2025 Q4 2024 |
97,738
shares
|
$54.1 Million
11.85% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
97,625
shares
|
$54 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
96,648
shares
|
$53.5 Million
13.18% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
96,187
shares
|
$53.2 Million
40.19% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
95,981
shares
|
$53.1 Million
1.3% of portfolio
|
Q3 2024
Added 230.64%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,945
shares
|
$53.1 Million
0.05% of portfolio
|
Q3 2022
Added 24.33%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
95,901
shares
|
$53.1 Million
10.28% of portfolio
|
Q3 2024
Added 153.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
95,695
shares
|
$53 Million
0.45% of portfolio
|
Q3 2024
Added 77.49%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
95,229
shares
|
$52.7 Million
1.73% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
95,062
shares
|
$52.6 Million
7.34% of portfolio
|
Q3 2024
Added 32.36%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
95,056
shares
|
$52.6 Million
0.3% of portfolio
|
Q4 2024
Added 294.93%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
95,020
shares
|
$52.6 Million
4.42% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
94,944
shares
|
$52.5 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
94,380
shares
|
$52.2 Million
0.75% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
93,467
shares
|
$51.7 Million
10.67% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
92,609
shares
|
$51.2 Million
13.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
92,529
shares
|
$51.2 Million
32.22% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
91,877
shares
|
$50.8 Million
0.86% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
91,811
shares
|
$50.8 Million
0.83% of portfolio
|
Q4 2024
Added 13.51%
|