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 |
|---|---|---|---|---|---|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
114,813
shares
|
$63.8 Million
9.59% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
114,608
shares
|
$63.7 Million
6.51% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
114,492
shares
|
$63.6 Million
29.95% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
113,521
shares
|
$63.1 Million
0.04% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
113,063
shares
|
$62.8 Million
42.41% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
113,006
shares
|
$62.8 Million
13.05% of portfolio
|
Q1 2024
Added 9.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
112,981
shares
|
$62.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.77%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
112,212
shares
|
$62.4 Million
9.5% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2024 Q3 2024 |
111,768
shares
|
$62.1 Million
47.38% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
110,984
shares
|
$61.7 Million
0.87% of portfolio
|
Q4 2024
Added 48.3%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
110,433
shares
|
$61.4 Million
1.29% of portfolio
|
Q3 2024
Added 37.19%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
109,354
shares
|
$60.8 Million
0.61% of portfolio
|
Q3 2024
Added 27.37%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
109,250
shares
|
$60.7 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
107,643
shares
|
$59.8 Million
0.66% of portfolio
|
Q3 2024
Added 100.05%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
106,649
shares
|
$59.3 Million
13.47% of portfolio
|
Q4 2023
Added 5408.73%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
103,724
shares
|
$57.7 Million
2.55% of portfolio
|
Q4 2024
Added 35.14%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
103,229
shares
|
$57.4 Million
8.97% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
103,069
shares
|
$57.3 Million
0.69% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
103,013
shares
|
$57.3 Million
12.19% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
102,771
shares
|
$57.1 Million
0.95% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
102,675
shares
|
$57.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
102,510
shares
|
$57 Million
1.3% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
102,368
shares
|
$56.9 Million
1.3% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
102,131
shares
|
$56.8 Million
3.99% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
102,075
shares
|
$56.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.13%
|