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 |
|---|---|---|---|---|---|
|
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
|
$26.7 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
|
$26.7 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
48,270
shares
|
$26.7 Million
0.33% of portfolio
|
Q4 2024
Reduced 59.38%
|
|
|
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
|
$26.3 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
|
$26.2 Million
0.23% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
47,416
shares
|
$26.2 Million
11.96% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
47,251
shares
|
$26.1 Million
23.47% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
47,062
shares
|
$26 Million
1.65% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
46,774
shares
|
$25.8 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
46,416
shares
|
$25.6 Million
3.08% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
46,317
shares
|
$25.6 Million
0.24% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,089
shares
|
$25.5 Million
0.64% of portfolio
|
Q2 2020
Reduced 5.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
45,963
shares
|
$25.4 Million
0.85% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
45,955
shares
|
$25.4 Million
9.93% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
45,575
shares
|
$25.2 Million
13.25% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
45,472
shares
|
$25.1 Million
1.74% of portfolio
|
Q2 2023
Reduced 10.09%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
45,472
shares
|
$25.1 Million
1.74% of portfolio
|
Q2 2023
Reduced 10.09%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
45,318
shares
|
$25 Million
3.01% of portfolio
|
Q1 2023
Added 81.31%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
45,250
shares
|
$25 Million
1.7% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
45,205
shares
|
$25 Million
7.85% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
44,868
shares
|
$24.8 Million
20.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
44,839
shares
|
$24.8 Million
6.98% of portfolio
|
Q4 2024
Reduced 0.68%
|