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 3,539 institutions that hold shares in the stock, with a total of 474 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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
44,720
shares
|
$23.1 Million
3.91% of portfolio
|
Q3 2023
Added 10.95%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
44,696
shares
|
$23.1 Million
1.57% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
44,691
shares
|
$23.1 Million
0.75% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
44,682
shares
|
$23.1 Million
8.18% of portfolio
|
Q4 2024
Reduced 98.47%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
44,532
shares
|
$23 Million
6.6% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
44,529
shares
|
$23 Million
2.88% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
44,393
shares
|
$23 Million
1.74% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
44,387
shares
|
$23 Million
12.75% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
44,383
shares
|
$23 Million
14.94% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
44,372
shares
|
$23 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
44,257
shares
|
$22.9 Million
0.59% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
44,257
shares
|
$22.9 Million
14.05% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
43,907
shares
|
$22.7 Million
1.62% of portfolio
|
Q4 2024
Added 47.51%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
43,849
shares
|
$22.7 Million
1.28% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
43,750
shares
|
$22.6 Million
0.57% of portfolio
|
Q4 2024
Reduced 74.8%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
43,721
shares
|
$22.6 Million
8.78% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Unconventional Investor, LLC
|
Feb 18, 2025 Q4 2024 |
43,631
shares
|
$22.6 Million
14.62% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
43,581
shares
|
$22.6 Million
0.98% of portfolio
|
Q4 2024
Added 26.99%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
43,529
shares
|
$22.5 Million
3.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
43,345
shares
|
$22.4 Million
4.06% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
43,231
shares
|
$22.4 Million
2.19% of portfolio
|
Q4 2024
Added 19.04%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
43,192
shares
|
$22.4 Million
2.89% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
Nov 13, 2024 Q3 2024 |
43,150
shares
|
$22.3 Million
100.0% of portfolio
|
Q3 2024
Added 70.22%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
43,114
shares
|
$22.3 Million
0.29% of portfolio
|
Q4 2024
Reduced 14.51%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
42,956
shares
|
$22.2 Million
7.74% of portfolio
|
Q4 2024
Reduced 4.98%
|