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 |
---|---|---|---|---|---|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
273,183
shares
|
$140 Million
8.53% of portfolio
|
Q4 2024
Added 8.11%
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
271,285
shares
|
$139 Million
13.09% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
270,762
shares
|
$138 Million
0.87% of portfolio
|
Q4 2024
Added 16.96%
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
269,877
shares
|
$138 Million
18.47% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
268,674
shares
|
$137 Million
3.12% of portfolio
|
Q3 2024
Added 8.07%
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
266,228
shares
|
$136 Million
7.48% of portfolio
|
Q4 2024
Added 13.8%
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
263,252
shares
|
$135 Million
11.32% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
263,167
shares
|
$135 Million
12.29% of portfolio
|
Q4 2024
Added 6.62%
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
261,391
shares
|
$134 Million
12.79% of portfolio
|
Q4 2023
Added 6.61%
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
259,509
shares
|
$133 Million
3.32% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
257,818
shares
|
$132 Million
0.76% of portfolio
|
Q4 2024
Added 13.52%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
255,375
shares
|
$131 Million
3.37% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
255,034
shares
|
$130 Million
0.41% of portfolio
|
Q4 2024
Added 6.23%
|
|
Korea Investment Corp
Seoul, M5 |
Feb 12, 2025 Q4 2024 |
252,398
shares
|
$129 Million
0.33% of portfolio
|
Q3 2024
Reduced 44.84%
|
|
Millburn Ridgefield Corp
|
Feb 04, 2025 Q4 2024 |
250,759
shares
|
$128 Million
3.38% of portfolio
|
Q4 2024
Added 5.08%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
250,759
shares
|
$128 Million
2.9% of portfolio
|
Q4 2024
Added 5.08%
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
249,158
shares
|
$127 Million
1.56% of portfolio
|
Q4 2024
Added 2.1%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
248,751
shares
|
$127 Million
7.15% of portfolio
|
Q4 2024
Added 10.27%
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
247,736
shares
|
$127 Million
10.79% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
247,411
shares
|
$126 Million
23.5% of portfolio
|
Q4 2024
Added 4.67%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
245,834
shares
|
$126 Million
21.45% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
245,786
shares
|
$126 Million
10.2% of portfolio
|
Q3 2021
Added 4.2%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
244,235
shares
|
$125 Million
4.76% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
242,977
shares
|
$124 Million
6.24% of portfolio
|
Q4 2024
Added 0.18%
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
242,465
shares
|
$124 Million
0.75% of portfolio
|
Q4 2024
Reduced 99.81%
|