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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
65,656
shares
|
$33.6 Million
0.89% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
65,268
shares
|
$33.4 Million
15.59% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jan 30, 2025 Q4 2024 |
65,262
shares
|
$33.4 Million
4.58% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Kinsale Capital Group, Inc.
|
Feb 05, 2025 Q4 2024 |
65,260
shares
|
$33.4 Million
9.45% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
65,173
shares
|
$33.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
65,142
shares
|
$33.3 Million
36.74% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
64,829
shares
|
$33.1 Million
0.01% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
64,340
shares
|
$32.9 Million
23.39% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
63,945
shares
|
$32.7 Million
3.36% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
63,738
shares
|
$32.6 Million
4.28% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
63,585
shares
|
$32.5 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
62,561
shares
|
$32 Million
5.83% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
62,469
shares
|
$31.9 Million
11.52% of portfolio
|
Q4 2024
Added 64.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
62,307
shares
|
$31.8 Million
0.44% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
62,067
shares
|
$31.7 Million
2.53% of portfolio
|
Q2 2023
Added 3.01%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
61,986
shares
|
$31.7 Million
1.38% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
61,985
shares
|
$31.7 Million
18.02% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
61,720
shares
|
$31.5 Million
6.78% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
61,700
shares
|
$31.5 Million
8.54% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
61,600
shares
|
$31.5 Million
9.77% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
61,483
shares
|
$31.4 Million
1.42% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
61,242
shares
|
$31.3 Million
12.82% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
61,207
shares
|
$31.3 Million
6.98% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
University Of Chicago
Chicago, IL |
Feb 05, 2025 Q4 2024 |
60,891
shares
|
$31.1 Million
30.8% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
60,761
shares
|
$31.1 Million
2.63% of portfolio
|
Q4 2024
Added 3.29%
|