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 3,257 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
47,518
shares
|
$26.4 Million
0.23% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
47,416
shares
|
$26.4 Million
11.96% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
47,251
shares
|
$26.3 Million
23.47% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
47,062
shares
|
$26.2 Million
1.65% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
46,774
shares
|
$26 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
46,416
shares
|
$25.8 Million
3.08% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,089
shares
|
$25.6 Million
0.64% of portfolio
|
Q2 2020
Reduced 5.67%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
45,955
shares
|
$25.6 Million
9.93% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
45,575
shares
|
$25.4 Million
13.25% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
45,472
shares
|
$25.3 Million
1.74% of portfolio
|
Q2 2023
Reduced 10.09%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
45,472
shares
|
$25.3 Million
1.74% of portfolio
|
Q2 2023
Reduced 10.09%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
45,318
shares
|
$25.2 Million
3.01% of portfolio
|
Q1 2023
Added 81.31%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
45,250
shares
|
$25.2 Million
1.7% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
45,205
shares
|
$25.1 Million
7.85% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
44,868
shares
|
$25 Million
20.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
44,839
shares
|
$24.9 Million
6.98% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
44,811
shares
|
$24.9 Million
9.05% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
44,720
shares
|
$24.9 Million
3.91% of portfolio
|
Q3 2023
Added 10.95%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
44,567
shares
|
$24.8 Million
8.3% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
44,529
shares
|
$24.8 Million
2.88% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
44,424
shares
|
$24.7 Million
5.73% of portfolio
|
Q3 2024
Added 41.65%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
44,393
shares
|
$24.7 Million
1.74% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
44,383
shares
|
$24.7 Million
14.94% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
44,372
shares
|
$24.7 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
44,246
shares
|
$24.6 Million
0.61% of portfolio
|
Q3 2024
Added 0.53%
|