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 3,264 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
162,376
shares
|
$89.8 Million
8.84% of portfolio
|
Q3 2024
Added 73.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
162,176
shares
|
$89.7 Million
1.13% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
161,930
shares
|
$89.6 Million
1.93% of portfolio
|
Q1 2024
Added 15.4%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
161,037
shares
|
$89.1 Million
9.05% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
160,706
shares
|
$88.9 Million
23.33% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
157,903
shares
|
$87.4 Million
16.11% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
157,601
shares
|
$87.2 Million
17.25% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
157,257
shares
|
$87 Million
20.48% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
155,827
shares
|
$86.2 Million
18.85% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
155,761
shares
|
$86.2 Million
0.55% of portfolio
|
Q3 2024
Added 234.8%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
155,198
shares
|
$85.9 Million
0.86% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
155,107
shares
|
$85.8 Million
26.48% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Nov 14, 2024 Q3 2024 |
154,558
shares
|
$85.5 Million
48.43% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
154,495
shares
|
$85.5 Million
17.91% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
151,599
shares
|
$83.9 Million
2.97% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
149,748
shares
|
$82.9 Million
20.19% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
149,007
shares
|
$82.5 Million
8.54% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
148,813
shares
|
$82.3 Million
2.91% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
148,250
shares
|
$82 Million
18.91% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
147,697
shares
|
$81.7 Million
22.57% of portfolio
|
Q3 2022
Added 12.28%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
147,280
shares
|
$81.5 Million
6.25% of portfolio
|
Q2 2024
Reduced 21.7%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
146,658
shares
|
$81.2 Million
1.15% of portfolio
|
Q4 2024
Added 55.18%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
146,203
shares
|
$80.9 Million
8.54% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
144,871
shares
|
$80.2 Million
57.57% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
144,054
shares
|
$79.7 Million
17.94% of portfolio
|
Q4 2024
Reduced 4.3%
|