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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
37,793
shares
|
$21.1 Million
0.22% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
37,567
shares
|
$21 Million
4.45% of portfolio
|
Q4 2023
Reduced 58.64%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
37,516
shares
|
$21 Million
1.87% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
37,393
shares
|
$20.9 Million
5.61% of portfolio
|
Q3 2024
Added 83.56%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
37,302
shares
|
$20.9 Million
10.53% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
37,220
shares
|
$20.8 Million
5.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
37,183
shares
|
$20.8 Million
1.53% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,935
shares
|
$20.6 Million
5.39% of portfolio
|
Q1 2023
Added 1.91%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
36,786
shares
|
$20.6 Million
0.93% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
36,386
shares
|
$20.3 Million
0.75% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
36,337
shares
|
$20.3 Million
26.67% of portfolio
|
Q3 2023
Reduced 8.91%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
36,269
shares
|
$20.3 Million
7.77% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
36,110
shares
|
$20.2 Million
0.46% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
36,075
shares
|
$20.2 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
35,953
shares
|
$20.1 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
35,946
shares
|
$20.1 Million
8.36% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
35,603
shares
|
$19.9 Million
6.16% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
35,546
shares
|
$19.9 Million
0.82% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
35,454
shares
|
$19.8 Million
0.61% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
35,437
shares
|
$19.8 Million
6.33% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
35,282
shares
|
$19.7 Million
12.77% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
35,260
shares
|
$19.7 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
35,258
shares
|
$19.7 Million
3.49% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
35,201
shares
|
$19.7 Million
11.26% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
35,061
shares
|
$19.6 Million
5.77% of portfolio
|
Q4 2024
Added 0.1%
|