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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
37,302
shares
|
$20.6 Million
10.53% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
37,183
shares
|
$20.5 Million
1.53% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,935
shares
|
$20.4 Million
5.39% of portfolio
|
Q1 2023
Added 1.91%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
36,750
shares
|
$20.3 Million
3.04% of portfolio
|
Q4 2024
Added 467.22%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
36,579
shares
|
$20.2 Million
8.88% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
36,386
shares
|
$20.1 Million
0.75% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
36,337
shares
|
$20.1 Million
26.67% of portfolio
|
Q3 2023
Reduced 8.91%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
36,306
shares
|
$20 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
36,204
shares
|
$20 Million
17.72% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
36,110
shares
|
$19.9 Million
0.46% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
36,075
shares
|
$19.9 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
35,953
shares
|
$19.9 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
35,946
shares
|
$19.8 Million
8.36% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
35,595
shares
|
$19.7 Million
6.32% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
35,437
shares
|
$19.6 Million
6.33% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
35,260
shares
|
$19.5 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
35,251
shares
|
$19.5 Million
12.68% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
35,214
shares
|
$19.4 Million
0.85% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
35,201
shares
|
$19.4 Million
11.26% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
35,193
shares
|
$19.4 Million
0.87% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
35,061
shares
|
$19.4 Million
5.77% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
35,059
shares
|
$19.4 Million
1.19% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
34,800
shares
|
$19.2 Million
8.06% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
34,728
shares
|
$19.2 Million
12.2% of portfolio
|
Q4 2024
Added 3.71%
|