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 |
---|---|---|---|---|---|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
8,886
shares
|
$4.98 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
8,874
shares
|
$4.98 Million
3.12% of portfolio
|
Q4 2024
Added 0.42%
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
8,864
shares
|
$4.97 Million
0.12% of portfolio
|
Q4 2024
Added 3.81%
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
8,860
shares
|
$4.97 Million
2.48% of portfolio
|
Q4 2024
Reduced 11.98%
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
8,837
shares
|
$4.95 Million
0.34% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,832
shares
|
$4.95 Million
0.83% of portfolio
|
Q4 2024
Added 1.59%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,823
shares
|
$4.95 Million
0.6% of portfolio
|
Q4 2024
Added 354.79%
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,799
shares
|
$4.93 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
8,794
shares
|
$4.93 Million
0.23% of portfolio
|
Q4 2024
Added 8.51%
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
8,790
shares
|
$4.93 Million
0.35% of portfolio
|
Q4 2024
Added 0.69%
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
8,781
shares
|
$4.92 Million
1.09% of portfolio
|
Q4 2024
Added 5.15%
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
8,765
shares
|
$4.91 Million
4.05% of portfolio
|
Q4 2024
New holding
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
8,757
shares
|
$4.91 Million
1.24% of portfolio
|
Q4 2024
Added 5.71%
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,720
shares
|
$4.89 Million
1.0% of portfolio
|
Q4 2024
Added 2001.2%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,685
shares
|
$4.87 Million
0.14% of portfolio
|
Q3 2021
Reduced 2.23%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
8,656
shares
|
$4.85 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
8,637
shares
|
$4.84 Million
1.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
8,594
shares
|
$4.82 Million
1.52% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,591
shares
|
$4.82 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
8,550
shares
|
$4.79 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
8,541
shares
|
$4.79 Million
2.57% of portfolio
|
Q4 2024
Added 10.86%
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,516
shares
|
$4.77 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
8,510
shares
|
$4.77 Million
1.97% of portfolio
|
Q4 2024
Added 5.24%
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
8,500
shares
|
$4.77 Million
0.43% of portfolio
|
Q2 2023
Reduced 67.47%
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
8,493
shares
|
$4.76 Million
1.1% of portfolio
|
Q4 2024
Added 0.57%
|