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 3,547 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 $242 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
215,221
shares
|
$110 Million
0.0% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
209,940
shares
|
$107 Million
0.52% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
207,051
shares
|
$106 Million
40.69% of portfolio
|
Q3 2022
Added 1.8%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
206,595
shares
|
$106 Million
5.8% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
203,358
shares
|
$104 Million
3.72% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
197,915
shares
|
$101 Million
5.02% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
196,617
shares
|
$101 Million
2.92% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
196,605
shares
|
$100 Million
2.21% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
196,385
shares
|
$100 Million
8.9% of portfolio
|
Q4 2024
Reduced 99.46%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
193,458
shares
|
$98.9 Million
15.19% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
190,923
shares
|
$97.6 Million
28.7% of portfolio
|
Q4 2023
Added 94.7%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
190,475
shares
|
$97.4 Million
0.55% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
189,895
shares
|
$97.1 Million
1.73% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
189,333
shares
|
$96.8 Million
6.59% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
187,270
shares
|
$95.7 Million
5.41% of portfolio
|
Q4 2022
Added 6.38%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
186,633
shares
|
$95.4 Million
3.36% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
186,157
shares
|
$95.2 Million
2.7% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
183,759
shares
|
$93.9 Million
16.0% of portfolio
|
Q1 2024
Added 2.61%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
182,907
shares
|
$93.5 Million
0.63% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
181,914
shares
|
$93 Million
6.55% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
179,340
shares
|
$91.7 Million
4.0% of portfolio
|
Q4 2024
Added 17.06%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
179,083
shares
|
$91.5 Million
11.43% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
178,443
shares
|
$91.2 Million
17.01% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
178,033
shares
|
$91 Million
1.28% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
176,212
shares
|
$90.1 Million
19.37% of portfolio
|
Q4 2024
Added 11.81%
|