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 3,327 institutions that hold shares in the stock, with a total of 435 Million shares, which have been reported (via 13F filing form) to have a value of $240 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
71,424
shares
|
$39.4 Million
0.35% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
71,245
shares
|
$39.3 Million
19.31% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
70,449
shares
|
$38.9 Million
1.07% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
69,708
shares
|
$38.5 Million
2.93% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
69,211
shares
|
$38.2 Million
27.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Nov 13, 2024 Q3 2024 |
69,119
shares
|
$38.2 Million
37.5% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
69,000
shares
|
$38.1 Million
3.64% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
68,791
shares
|
$38 Million
2.93% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
68,452
shares
|
$37.8 Million
23.82% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
68,336
shares
|
$37.7 Million
0.91% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
67,910
shares
|
$37.5 Million
0.08% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
67,879
shares
|
$37.5 Million
6.81% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
67,706
shares
|
$37.4 Million
4.45% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
67,574
shares
|
$37.3 Million
1.38% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
67,404
shares
|
$37.2 Million
19.34% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
67,288
shares
|
$37.2 Million
10.13% of portfolio
|
Q4 2024
Added 339.07%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
67,088
shares
|
$37 Million
0.13% of portfolio
|
Q3 2024
Added 361.18%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
66,821
shares
|
$36.9 Million
1.28% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
66,631
shares
|
$36.8 Million
0.44% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
66,368
shares
|
$36.6 Million
20.08% of portfolio
|
Q4 2024
Added 1085.57%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
65,989
shares
|
$36.4 Million
1.44% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
65,831
shares
|
$36.4 Million
0.99% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
65,674
shares
|
$36.3 Million
22.29% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
65,656
shares
|
$36.3 Million
0.89% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
65,279
shares
|
$36 Million
0.48% of portfolio
|
Q3 2024
Added 55.5%
|