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 |
|---|---|---|---|---|---|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
77,417
shares
|
$39.6 Million
25.57% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
77,235
shares
|
$39.5 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
77,219
shares
|
$39.5 Million
7.28% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
76,707
shares
|
$39.2 Million
0.51% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
76,639
shares
|
$39.2 Million
32.49% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
76,475
shares
|
$39.1 Million
1.49% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
76,440
shares
|
$39.1 Million
16.18% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
75,896
shares
|
$38.8 Million
4.19% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
75,276
shares
|
$38.5 Million
14.09% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
75,195
shares
|
$38.4 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
74,863
shares
|
$38.3 Million
15.67% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
74,603
shares
|
$38.1 Million
12.47% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
74,450
shares
|
$38.1 Million
2.61% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
74,364
shares
|
$38 Million
5.61% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
73,824
shares
|
$37.7 Million
21.38% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
73,661
shares
|
$37.7 Million
9.75% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
73,384
shares
|
$37.5 Million
12.74% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
73,343
shares
|
$37.5 Million
15.0% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
73,197
shares
|
$37.4 Million
0.26% of portfolio
|
Q4 2024
Added 5583.0%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
73,103
shares
|
$37.4 Million
40.32% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
72,749
shares
|
$37.2 Million
15.88% of portfolio
|
Q4 2024
Reduced 22.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
72,439
shares
|
$37 Million
0.34% of portfolio
|
Q4 2024
Added 52.45%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
72,206
shares
|
$36.9 Million
30.49% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
71,660
shares
|
$36.6 Million
1.08% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
71,550
shares
|
$36.6 Million
9.41% of portfolio
|
Q4 2024
Added 12.06%
|