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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
77,623
shares
|
$43.1 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
77,417
shares
|
$43 Million
25.57% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
76,778
shares
|
$42.7 Million
18.58% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
76,639
shares
|
$42.6 Million
32.49% of portfolio
|
Q4 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
76,440
shares
|
$42.5 Million
16.18% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
76,102
shares
|
$42.3 Million
15.75% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
75,787
shares
|
$42.1 Million
3.07% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
75,276
shares
|
$41.8 Million
14.09% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
75,195
shares
|
$41.8 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
75,190
shares
|
$41.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
75,099
shares
|
$41.7 Million
4.08% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
75,064
shares
|
$41.7 Million
8.14% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
74,603
shares
|
$41.5 Million
12.47% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
74,450
shares
|
$41.4 Million
2.61% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
74,364
shares
|
$41.3 Million
5.61% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
73,434
shares
|
$40.8 Million
1.19% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
73,384
shares
|
$40.8 Million
12.74% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
73,146
shares
|
$40.7 Million
7.8% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
72,823
shares
|
$40.5 Million
2.34% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
72,206
shares
|
$40.1 Million
30.49% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
71,793
shares
|
$39.9 Million
9.01% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
71,745
shares
|
$39.9 Million
6.13% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
71,549
shares
|
$39.8 Million
26.91% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
71,424
shares
|
$39.7 Million
0.35% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
71,245
shares
|
$39.6 Million
19.31% of portfolio
|
Q3 2024
Added 5.9%
|