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 3,542 institutions that hold shares in the stock, with a total of 474 Million shares, which have been reported (via 13F filing form) to have a value of $245 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Services, LLC
Omaha, NE |
Mar 14, 2025 Q4 2024 |
611
shares
|
$315,221
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
610
shares
|
$314,705
0.07% of portfolio
|
Q2 2024
Reduced 38.57%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
610
shares
|
$314,705
0.41% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
609
shares
|
$314,189
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
608
shares
|
$313,673
0.07% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
607
shares
|
$313,157
0.08% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
606
shares
|
$312,641
0.04% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
606
shares
|
$312,641
0.06% of portfolio
|
Q4 2024
Reduced 19.74%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
605
shares
|
$312,125
0.13% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
605
shares
|
$312,125
0.06% of portfolio
|
Q4 2022
Reduced 6.2%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
603
shares
|
$311,093
0.22% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
603
shares
|
$311,093
0.11% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
602
shares
|
$310,577
0.15% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
601
shares
|
$310,061
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
601
shares
|
$310,061
0.17% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
600
shares
|
$309,546
0.09% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Seizert Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
600
shares
|
$309,546
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
600
shares
|
$309,546
0.08% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
600
shares
|
$309,546
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
597
shares
|
$307,998
0.03% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
597
shares
|
$307,998
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
596
shares
|
$307,482
0.07% of portfolio
|
Q4 2024
Added 31.86%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
596
shares
|
$307,482
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
596
shares
|
$307,482
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
595
shares
|
$306,966
0.02% of portfolio
|
Q4 2024
New holding
|