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 3,242 institutions that hold shares in the stock, with a total of 401 Million shares, which have been reported (via 13F filing form) to have a value of $223 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
128,446
shares
|
$71.4 Million
15.97% of portfolio
|
Q4 2024
Added 24.05%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
127,577
shares
|
$70.9 Million
13.28% of portfolio
|
Q4 2024
Added 498.42%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
127,318
shares
|
$70.8 Million
16.71% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
126,333
shares
|
$70.2 Million
24.76% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
126,121
shares
|
$70.1 Million
10.76% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
125,529
shares
|
$69.8 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Nov 14, 2024 Q3 2024 |
125,200
shares
|
$69.6 Million
5.55% of portfolio
|
Q2 2023
Reduced 8.95%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
125,136
shares
|
$69.6 Million
80.26% of portfolio
|
Q4 2022
Reduced 70.51%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Jan 29, 2025 Q4 2024 |
124,000
shares
|
$68.9 Million
32.05% of portfolio
|
Q2 2023
Reduced 8.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
123,706
shares
|
$68.8 Million
1.18% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
123,474
shares
|
$68.6 Million
1.48% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
122,889
shares
|
$68.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
121,472
shares
|
$67.5 Million
0.67% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
120,672
shares
|
$67.1 Million
3.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
120,400
shares
|
$66.9 Million
7.58% of portfolio
|
Q3 2024
Added 45.98%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
120,112
shares
|
$66.8 Million
28.45% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
119,978
shares
|
$66.7 Million
17.5% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
119,501
shares
|
$66.4 Million
1.62% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
119,176
shares
|
$66.2 Million
18.14% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
118,844
shares
|
$66.1 Million
0.74% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
117,991
shares
|
$65.6 Million
2.53% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
116,917
shares
|
$65 Million
24.01% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
116,896
shares
|
$65 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
116,894
shares
|
$65 Million
3.81% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
115,422
shares
|
$64.2 Million
1.14% of portfolio
|
Q4 2024
Added 45.29%
|