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 |
|---|---|---|---|---|---|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,210
shares
|
$21.7 Million
0.57% of portfolio
|
Q3 2022
Added 889.65%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
39,192
shares
|
$21.6 Million
3.59% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
39,165
shares
|
$21.6 Million
3.41% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
39,111
shares
|
$21.6 Million
1.45% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
39,056
shares
|
$21.6 Million
2.02% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
38,999
shares
|
$21.5 Million
6.94% of portfolio
|
Q4 2024
New holding
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
38,848
shares
|
$21.5 Million
4.34% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
38,842
shares
|
$21.4 Million
8.63% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
38,671
shares
|
$21.4 Million
10.56% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
38,597
shares
|
$21.3 Million
17.9% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
38,500
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
38,492
shares
|
$21.3 Million
9.37% of portfolio
|
Q4 2024
Added 343.35%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
38,483
shares
|
$21.3 Million
6.6% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
38,414
shares
|
$21.2 Million
20.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
38,267
shares
|
$21.1 Million
0.18% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
38,233
shares
|
$21.1 Million
15.24% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
38,044
shares
|
$21 Million
6.56% of portfolio
|
Q3 2024
Added 2842.3%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
37,997
shares
|
$21 Million
6.11% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
37,955
shares
|
$21 Million
5.89% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
37,948
shares
|
$21 Million
0.67% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
37,851
shares
|
$20.9 Million
10.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
37,661
shares
|
$20.8 Million
5.3% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
37,567
shares
|
$20.7 Million
4.45% of portfolio
|
Q4 2023
Reduced 58.64%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
37,393
shares
|
$20.6 Million
5.61% of portfolio
|
Q3 2024
Added 83.56%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
37,393
shares
|
$20.6 Million
7.28% of portfolio
|
Q4 2024
Added 10.46%
|