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 3,471 institutions that hold shares in the stock, with a total of 473 Million shares, which have been reported (via 13F filing form) to have a value of $265 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
9,449
shares
|
$5.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,448
shares
|
$5.3 Million
0.17% of portfolio
|
Q1 2024
Added 41.69%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
9,402
shares
|
$5.27 Million
0.3% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
9,393
shares
|
$5.27 Million
2.17% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
9,380
shares
|
$5.26 Million
0.59% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
9,357
shares
|
$5.25 Million
4.99% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
9,347
shares
|
$5.24 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
9,346
shares
|
$5.24 Million
0.18% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
9,342
shares
|
$5.24 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
9,305
shares
|
$5.22 Million
4.34% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
9,303
shares
|
$5.22 Million
1.65% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
9,272
shares
|
$5.2 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
9,245
shares
|
$5.18 Million
0.81% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
9,230
shares
|
$5.18 Million
2.97% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
9,222
shares
|
$5.17 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
9,190
shares
|
$5.15 Million
0.19% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
9,168
shares
|
$5.14 Million
1.5% of portfolio
|
Q4 2024
Added 298.44%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
9,097
shares
|
$5.1 Million
1.62% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
9,078
shares
|
$5.09 Million
0.08% of portfolio
|
Q4 2024
Added 212.6%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,057
shares
|
$5.08 Million
1.67% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
9,045
shares
|
$5.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
8,978
shares
|
$5.03 Million
3.99% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
8,967
shares
|
$5.03 Million
0.43% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
8,947
shares
|
$5.02 Million
0.3% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
8,900
shares
|
$4.99 Million
2.31% of portfolio
|
Q4 2024
Added 3.33%
|