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 |
|---|---|---|---|---|---|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
34,646
shares
|
$19.1 Million
9.76% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
34,637
shares
|
$19.1 Million
14.49% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
34,524
shares
|
$19.1 Million
0.56% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
34,349
shares
|
$19 Million
6.04% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
34,339
shares
|
$19 Million
15.64% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
34,320
shares
|
$19 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
34,319
shares
|
$19 Million
9.4% of portfolio
|
Q4 2024
Added 18.44%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
34,319
shares
|
$19 Million
0.76% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
34,061
shares
|
$18.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 49.57%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
34,053
shares
|
$18.8 Million
5.32% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
34,022
shares
|
$18.8 Million
0.01% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
33,864
shares
|
$18.7 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
33,754
shares
|
$18.6 Million
0.8% of portfolio
|
Q3 2022
Added 4.14%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
33,663
shares
|
$18.6 Million
1.4% of portfolio
|
Q4 2024
Added 203.82%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
33,378
shares
|
$18.4 Million
18.97% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
33,176
shares
|
$18.3 Million
5.7% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
33,048
shares
|
$18.2 Million
9.73% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
33,039
shares
|
$18.2 Million
0.46% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
33,037
shares
|
$18.2 Million
8.05% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
33,025
shares
|
$18.2 Million
3.0% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
32,875
shares
|
$18.2 Million
8.74% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
32,837
shares
|
$18.1 Million
1.02% of portfolio
|
Q3 2022
Reduced 6.88%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
32,780
shares
|
$18.1 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
32,768
shares
|
$18.1 Million
5.34% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
32,763
shares
|
$18.1 Million
3.63% of portfolio
|
Q4 2024
Reduced 1.53%
|