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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,323,617
shares
|
$677 Million
3.34% of portfolio
|
Q2 2023
Reduced 89.44%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,262,187
shares
|
$645 Million
0.66% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,259,732
shares
|
$644 Million
56.53% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,243,080
shares
|
$635 Million
1.02% of portfolio
|
Q4 2024
Reduced 30.26%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
1,239,165
shares
|
$633 Million
0.66% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,173,138
shares
|
$600 Million
9.82% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,171,516
shares
|
$599 Million
6.36% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,157,704
shares
|
$592 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,153,704
shares
|
$590 Million
41.05% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,141,571
shares
|
$584 Million
1.71% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,139,076
shares
|
$582 Million
11.19% of portfolio
|
Q3 2022
Added 107.01%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
1,132,544
shares
|
$579 Million
22.61% of portfolio
|
Q4 2021
Added 0.01%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,057,742
shares
|
$541 Million
0.52% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Pandi, LLC
Leawood, KS |
Mar 03, 2025 Q4 2024 |
1,055,926
shares
|
$540 Million
85.01% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,024,940
shares
|
$524 Million
1.61% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
977,070
shares
|
$499 Million
40.65% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Argi Investment Services, LLC
|
Feb 13, 2025 Q4 2024 |
955,879
shares
|
$489 Million
35.61% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
948,720
shares
|
$485 Million
20.63% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
933,578
shares
|
$477 Million
19.11% of portfolio
|
Q3 2023
Reduced 25.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
920,153
shares
|
$470 Million
1.25% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Call To Action Foundation
Salt Lake City, UT |
Feb 05, 2025 Q4 2024 |
905,775
shares
|
$463 Million
100.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
905,181
shares
|
$463 Million
21.68% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
898,506
shares
|
$459 Million
0.17% of portfolio
|
Q4 2024
Added 24.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
878,867
shares
|
$449 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
877,848
shares
|
$449 Million
17.31% of portfolio
|
Q4 2024
Reduced 0.18%
|