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 3,342 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 |
|---|---|---|---|---|---|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
18,099
shares
|
$9.99 Million
6.81% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
18,095
shares
|
$9.99 Million
0.53% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
18,017
shares
|
$9.95 Million
3.09% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,999
shares
|
$9.94 Million
0.34% of portfolio
|
Q3 2024
Added 24.54%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,990
shares
|
$9.93 Million
0.23% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 12, 2024 Q3 2024 |
17,934
shares
|
$9.9 Million
0.67% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
17,902
shares
|
$9.89 Million
0.6% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
17,884
shares
|
$9.88 Million
1.37% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
17,857
shares
|
$9.86 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
17,839
shares
|
$9.85 Million
0.85% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
17,832
shares
|
$9.85 Million
0.4% of portfolio
|
Q4 2024
Added 255.79%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
17,799
shares
|
$9.83 Million
3.41% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
17,758
shares
|
$9.81 Million
1.21% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,709
shares
|
$9.78 Million
6.33% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
17,692
shares
|
$9.77 Million
1.55% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
17,682
shares
|
$9.76 Million
10.69% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
17,674
shares
|
$9.76 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,671
shares
|
$9.76 Million
6.52% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
17,607
shares
|
$9.72 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
17,573
shares
|
$9.7 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
17,565
shares
|
$9.7 Million
6.47% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
17,550
shares
|
$9.69 Million
0.45% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,436
shares
|
$9.63 Million
3.5% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
17,424
shares
|
$9.62 Million
2.47% of portfolio
|
Q4 2022
Reduced 99.72%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
17,418
shares
|
$9.62 Million
0.26% of portfolio
|
Q4 2024
Added 9.09%
|