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 3,507 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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,996
shares
|
$2.8 Million
0.42% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,984
shares
|
$2.8 Million
0.07% of portfolio
|
Q4 2024
Added 52.88%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
4,984
shares
|
$2.8 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,945
shares
|
$2.78 Million
1.3% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
4,937
shares
|
$2.77 Million
2.97% of portfolio
|
Q3 2023
Reduced 5.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,911
shares
|
$2.76 Million
0.38% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,907
shares
|
$2.75 Million
1.05% of portfolio
|
Q3 2024
Added 129.08%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,906
shares
|
$2.75 Million
0.91% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
4,900
shares
|
$2.75 Million
0.53% of portfolio
|
Q4 2022
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,893
shares
|
$2.75 Million
1.1% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
4,889
shares
|
$2.74 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,884
shares
|
$2.74 Million
0.1% of portfolio
|
Q4 2024
Added 230.45%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
4,877
shares
|
$2.74 Million
2.11% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,875
shares
|
$2.74 Million
1.54% of portfolio
|
Q4 2024
Reduced 31.64%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
4,871
shares
|
$2.73 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
4,862
shares
|
$2.73 Million
0.34% of portfolio
|
Q4 2024
Added 47.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,859
shares
|
$2.73 Million
1.47% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
4,852
shares
|
$2.72 Million
0.98% of portfolio
|
Q4 2024
Added 97.16%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
4,846
shares
|
$2.72 Million
1.74% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,829
shares
|
$2.71 Million
1.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
4,826
shares
|
$2.71 Million
1.23% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
4,817
shares
|
$2.7 Million
0.28% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,810
shares
|
$2.7 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,795
shares
|
$2.69 Million
0.2% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,790
shares
|
$2.69 Million
0.67% of portfolio
|
Q4 2024
Added 6.14%
|