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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,785
shares
|
$3.82 Million
0.25% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
6,785
shares
|
$3.82 Million
1.25% of portfolio
|
Q4 2024
Reduced 62.34%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
6,770
shares
|
$3.81 Million
1.96% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
6,756
shares
|
$3.8 Million
1.55% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
6,756
shares
|
$3.8 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
6,752
shares
|
$3.8 Million
0.44% of portfolio
|
Q4 2024
Added 495.41%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
6,745
shares
|
$3.79 Million
0.47% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
6,732
shares
|
$3.79 Million
0.62% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
6,721
shares
|
$3.78 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
6,708
shares
|
$3.77 Million
4.87% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
6,698
shares
|
$3.77 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Cv Advisors LLC
Aventura, FL |
Feb 10, 2025 Q4 2024 |
6,692
shares
|
$3.76 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
6,689
shares
|
$3.76 Million
0.8% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
6,668
shares
|
$3.75 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
6,661
shares
|
$3.75 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
6,657
shares
|
$3.74 Million
0.19% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
6,643
shares
|
$3.74 Million
1.53% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
6,620
shares
|
$3.72 Million
0.85% of portfolio
|
Q4 2024
Added 23.32%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
6,616
shares
|
$3.72 Million
1.94% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,609
shares
|
$3.72 Million
0.16% of portfolio
|
Q2 2022
Reduced 15.87%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,604
shares
|
$3.71 Million
0.57% of portfolio
|
Q4 2024
Added 86.4%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
6,599
shares
|
$3.71 Million
0.69% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
6,585
shares
|
$3.7 Million
1.29% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
6,583
shares
|
$3.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
6,573
shares
|
$3.7 Million
1.85% of portfolio
|
Q4 2024
Reduced 2.33%
|