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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
17,346
shares
|
$9.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,338
shares
|
$9.57 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
17,300
shares
|
$9.55 Million
1.53% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
17,216
shares
|
$9.51 Million
3.64% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
17,190
shares
|
$9.49 Million
2.86% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
17,182
shares
|
$9.49 Million
2.39% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
17,160
shares
|
$9.48 Million
6.86% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
17,102
shares
|
$9.44 Million
0.47% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
17,097
shares
|
$9.44 Million
6.6% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,912
shares
|
$9.34 Million
0.57% of portfolio
|
Q4 2023
Added 6.43%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
16,818
shares
|
$9.29 Million
3.36% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
16,741
shares
|
$9.24 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
16,719
shares
|
$9.23 Million
3.49% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
16,719
shares
|
$9.23 Million
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
16,673
shares
|
$9.21 Million
5.25% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
16,658
shares
|
$9.2 Million
3.62% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
16,650
shares
|
$9.19 Million
10.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
16,650
shares
|
$9.19 Million
2.91% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,633
shares
|
$9.18 Million
0.41% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
16,632
shares
|
$9.18 Million
0.41% of portfolio
|
Q4 2024
Added 27.14%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
16,527
shares
|
$9.13 Million
4.44% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
16,504
shares
|
$9.11 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
16,453
shares
|
$9.09 Million
7.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
16,452
shares
|
$9.08 Million
0.97% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
16,409
shares
|
$9.06 Million
3.07% of portfolio
|
Q4 2024
Added 4.9%
|