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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
65,012
shares
|
$36.2 Million
1.37% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 06, 2024 Q3 2024 |
64,853
shares
|
$36.1 Million
10.1% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
64,546
shares
|
$35.9 Million
2.74% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
64,118
shares
|
$35.7 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
64,055
shares
|
$35.6 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
63,852
shares
|
$35.5 Million
8.25% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
63,738
shares
|
$35.5 Million
4.28% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
63,483
shares
|
$35.3 Million
3.66% of portfolio
|
Q4 2024
Added 28.51%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
63,168
shares
|
$35.1 Million
2.96% of portfolio
|
Q3 2024
Added 63.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
63,148
shares
|
$35.1 Million
2.85% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
62,937
shares
|
$35 Million
0.99% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
62,561
shares
|
$34.8 Million
5.83% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
62,307
shares
|
$34.7 Million
0.44% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
62,082
shares
|
$34.5 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
62,067
shares
|
$34.5 Million
2.53% of portfolio
|
Q2 2023
Added 3.01%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
61,985
shares
|
$34.5 Million
18.02% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
61,948
shares
|
$34.5 Million
0.05% of portfolio
|
Q3 2024
Added 71.2%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
61,700
shares
|
$34.3 Million
8.54% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
61,626
shares
|
$34.3 Million
0.01% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
61,600
shares
|
$34.3 Million
9.77% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
61,242
shares
|
$34.1 Million
12.82% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
61,207
shares
|
$34 Million
6.98% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
60,770
shares
|
$33.8 Million
1.39% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
60,761
shares
|
$33.8 Million
2.63% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
60,719
shares
|
$33.8 Million
0.34% of portfolio
|
Q2 2024
Added 1.25%
|