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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
51,107
shares
|
$28.3 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
51,065
shares
|
$28.3 Million
1.09% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
51,059
shares
|
$28.3 Million
6.84% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
50,616
shares
|
$28 Million
6.26% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
50,553
shares
|
$28 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
50,549
shares
|
$28 Million
12.34% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
50,500
shares
|
$27.9 Million
0.52% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
50,484
shares
|
$27.9 Million
8.9% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
50,433
shares
|
$27.9 Million
0.32% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
50,413
shares
|
$27.9 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
50,263
shares
|
$27.8 Million
1.34% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,140
shares
|
$27.7 Million
0.71% of portfolio
|
Q3 2022
Reduced 2.3%
|
|
|
Diana Davis Spencer Foundation
Bethesda, MD |
Nov 07, 2024 Q3 2024 |
49,675
shares
|
$27.5 Million
8.85% of portfolio
|
Q2 2024
New holding
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
49,204
shares
|
$27.2 Million
3.66% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
48,728
shares
|
$27 Million
1.5% of portfolio
|
Q4 2024
Added 2034.38%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
48,691
shares
|
$26.9 Million
10.38% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
48,611
shares
|
$26.9 Million
6.16% of portfolio
|
Q3 2024
Added 24.43%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
48,500
shares
|
$26.8 Million
3.03% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
48,433
shares
|
$26.8 Million
23.66% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
48,411
shares
|
$26.8 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
48,292
shares
|
$26.7 Million
0.28% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
47,777
shares
|
$26.4 Million
11.11% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
47,770
shares
|
$26.4 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
47,624
shares
|
$26.4 Million
13.94% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
47,518
shares
|
$26.3 Million
0.23% of portfolio
|
Q3 2024
Added 19.61%
|