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 3,508 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 |
|---|---|---|---|---|---|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
4,406
shares
|
$2.47 Million
0.59% of portfolio
|
Q4 2024
Added 49.2%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,403
shares
|
$2.47 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
4,393
shares
|
$2.47 Million
0.61% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
4,392
shares
|
$2.47 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
4,392
shares
|
$2.47 Million
0.64% of portfolio
|
Q3 2024
Reduced 57.74%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
4,380
shares
|
$2.46 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
4,376
shares
|
$2.46 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,370
shares
|
$2.45 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,368
shares
|
$2.45 Million
0.74% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
4,350
shares
|
$2.44 Million
0.66% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
4,340
shares
|
$2.44 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Jan 29, 2025 Q4 2024 |
4,337
shares
|
$2.43 Million
2.36% of portfolio
|
Q4 2024
New holding
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
4,310
shares
|
$2.42 Million
1.05% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
4,310
shares
|
$2.42 Million
1.27% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,309
shares
|
$2.42 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,304
shares
|
$2.42 Million
0.1% of portfolio
|
Q3 2022
Added 92.92%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
4,303
shares
|
$2.42 Million
1.4% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
4,298
shares
|
$2.41 Million
7.53% of portfolio
|
Q3 2023
Reduced 56.18%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
4,293
shares
|
$2.41 Million
0.2% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,284
shares
|
$2.4 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
4,274
shares
|
$2.4 Million
1.24% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
4,268
shares
|
$2.4 Million
0.49% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
4,268
shares
|
$2.4 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
4,259
shares
|
$2.39 Million
0.41% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,248
shares
|
$2.38 Million
1.13% of portfolio
|
Q4 2024
Added 10.14%
|