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 3,215 institutions that hold shares in the stock, with a total of 390 Million shares, which have been reported (via 13F filing form) to have a value of $218 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
39,815
shares
|
$22.3 Million
11.94% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,770
shares
|
$22.2 Million
0.13% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
39,760
shares
|
$22.2 Million
1.71% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,506
shares
|
$22.1 Million
5.66% of portfolio
|
Q4 2024
Added 38.64%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
39,353
shares
|
$22 Million
13.37% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
39,350
shares
|
$22 Million
1.0% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
39,333
shares
|
$22 Million
1.87% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
39,292
shares
|
$22 Million
9.4% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
39,281
shares
|
$22 Million
3.39% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,210
shares
|
$21.9 Million
0.57% of portfolio
|
Q3 2022
Added 889.65%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
39,192
shares
|
$21.9 Million
3.59% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
39,165
shares
|
$21.9 Million
3.41% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
39,111
shares
|
$21.9 Million
1.45% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
38,713
shares
|
$21.6 Million
1.68% of portfolio
|
Q3 2024
Added 19.37%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
38,671
shares
|
$21.6 Million
10.56% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
38,668
shares
|
$21.6 Million
17.94% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
38,500
shares
|
$21.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
38,483
shares
|
$21.5 Million
6.6% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
38,233
shares
|
$21.4 Million
15.24% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
38,044
shares
|
$21.3 Million
6.56% of portfolio
|
Q3 2024
Added 2842.3%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
37,997
shares
|
$21.2 Million
6.11% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
37,955
shares
|
$21.2 Million
5.89% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
37,918
shares
|
$21.2 Million
3.95% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
37,851
shares
|
$21.2 Million
10.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
37,813
shares
|
$21.1 Million
2.12% of portfolio
|
Q3 2024
Reduced 2.04%
|