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 |
---|---|---|---|---|---|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
71,549
shares
|
$36.6 Million
26.91% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
71,424
shares
|
$36.5 Million
0.35% of portfolio
|
Q4 2024
Added 0.15%
|
|
Front Street Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
71,275
shares
|
$36.4 Million
6.67% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
70,941
shares
|
$36.3 Million
0.32% of portfolio
|
Q4 2024
Added 108.28%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
70,804
shares
|
$36.2 Million
4.37% of portfolio
|
Q4 2024
Added 4.58%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
70,132
shares
|
$35.8 Million
0.3% of portfolio
|
Q4 2024
Added 15.77%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
69,940
shares
|
$35.8 Million
2.72% of portfolio
|
Q4 2024
Added 10.76%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
69,811
shares
|
$35.7 Million
3.01% of portfolio
|
Q4 2024
Added 8.16%
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
69,774
shares
|
$35.7 Million
0.54% of portfolio
|
Q4 2024
Added 6.89%
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
69,450
shares
|
$35.5 Million
3.61% of portfolio
|
Q4 2024
Added 0.65%
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
69,211
shares
|
$35.4 Million
27.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
68,809
shares
|
$35.2 Million
3.03% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
68,791
shares
|
$35.2 Million
2.93% of portfolio
|
Q4 2024
Added 0.25%
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
68,590
shares
|
$35.1 Million
0.19% of portfolio
|
Q4 2024
Added 71.48%
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
68,452
shares
|
$35 Million
23.82% of portfolio
|
Q4 2024
Added 0.17%
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
67,910
shares
|
$34.7 Million
0.08% of portfolio
|
Q4 2024
Added 4.3%
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
67,879
shares
|
$34.7 Million
6.81% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
67,750
shares
|
$34.6 Million
18.97% of portfolio
|
Q4 2024
Added 0.51%
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
67,672
shares
|
$34.6 Million
0.37% of portfolio
|
Q4 2024
Added 154.18%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
67,574
shares
|
$34.5 Million
1.38% of portfolio
|
Q4 2024
Added 4.26%
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
67,288
shares
|
$34.4 Million
10.13% of portfolio
|
Q4 2024
Added 339.07%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
66,414
shares
|
$33.9 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
66,368
shares
|
$33.9 Million
20.08% of portfolio
|
Q4 2024
Added 1085.57%
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
66,336
shares
|
$33.9 Million
1.12% of portfolio
|
Q4 2024
Added 5.4%
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
65,989
shares
|
$33.7 Million
1.44% of portfolio
|
Q4 2024
Added 1.5%
|