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 3,498 institutions that hold shares in the stock, with a total of 476 Million shares, which have been reported (via 13F filing form) to have a value of $267 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
7,230
shares
|
$4.07 Million
0.65% of portfolio
|
Q4 2024
Added 44.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,225
shares
|
$4.06 Million
0.26% of portfolio
|
Q4 2024
Added 646.38%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
7,219
shares
|
$4.06 Million
2.91% of portfolio
|
Q4 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
7,176
shares
|
$4.04 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
7,130
shares
|
$4.01 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
7,120
shares
|
$4 Million
1.37% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
7,118
shares
|
$4 Million
1.89% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
7,105
shares
|
$4 Million
0.2% of portfolio
|
Q4 2024
Reduced 87.2%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
7,100
shares
|
$3.99 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Ardmore Road Asset Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
7,100
shares
|
$3.99 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,060
shares
|
$3.97 Million
0.33% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,045
shares
|
$3.96 Million
0.77% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
7,032
shares
|
$3.95 Million
1.08% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
6,983
shares
|
$3.93 Million
0.24% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,963
shares
|
$3.92 Million
1.78% of portfolio
|
Q1 2024
Reduced 48.56%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
6,945
shares
|
$3.91 Million
0.51% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
6,934
shares
|
$3.9 Million
0.46% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,914
shares
|
$3.89 Million
0.77% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,905
shares
|
$3.88 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
6,894
shares
|
$3.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
6,889
shares
|
$3.87 Million
2.56% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
6,870
shares
|
$3.86 Million
3.77% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
6,855
shares
|
$3.85 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
6,846
shares
|
$3.85 Million
0.25% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
6,839
shares
|
$3.85 Million
0.19% of portfolio
|
Q4 2024
Added 2.35%
|