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 |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
14,536
shares
|
$8.03 Million
2.28% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
14,524
shares
|
$8.02 Million
0.92% of portfolio
|
Q4 2022
Added 3.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
14,494
shares
|
$8 Million
0.21% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
14,466
shares
|
$7.99 Million
4.9% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
14,458
shares
|
$7.98 Million
0.13% of portfolio
|
Q2 2024
Added 5.49%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
14,455
shares
|
$7.98 Million
5.49% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
14,442
shares
|
$7.97 Million
3.99% of portfolio
|
Q4 2023
Added 711.35%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
14,432
shares
|
$7.97 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
14,431
shares
|
$7.97 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
14,384
shares
|
$7.94 Million
0.36% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
14,380
shares
|
$7.94 Million
1.12% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
14,380
shares
|
$7.94 Million
0.4% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
14,358
shares
|
$7.93 Million
5.38% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
14,347
shares
|
$7.92 Million
0.26% of portfolio
|
Q4 2024
Added 15.26%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
14,343
shares
|
$7.92 Million
1.51% of portfolio
|
Q1 2023
Reduced 12.04%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
14,333
shares
|
$7.91 Million
0.53% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
14,282
shares
|
$7.89 Million
1.2% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
14,231
shares
|
$7.86 Million
0.02% of portfolio
|
Q4 2024
Added 35.28%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
14,187
shares
|
$7.83 Million
3.01% of portfolio
|
Q4 2024
Added 3146.45%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
14,163
shares
|
$7.82 Million
0.94% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
14,125
shares
|
$7.8 Million
0.64% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
14,064
shares
|
$7.77 Million
0.14% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
14,064
shares
|
$7.77 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
14,059
shares
|
$7.76 Million
2.7% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
14,037
shares
|
$7.75 Million
0.1% of portfolio
|
Q1 2024
Reduced 4.25%
|