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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
41,204
shares
|
$22.9 Million
2.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
41,187
shares
|
$22.9 Million
6.43% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
41,008
shares
|
$22.8 Million
1.66% of portfolio
|
Q4 2024
Added 117.5%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
40,905
shares
|
$22.8 Million
7.8% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
40,000
shares
|
$22.3 Million
0.11% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
39,881
shares
|
$22.2 Million
0.77% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
39,863
shares
|
$22.2 Million
14.83% of portfolio
|
Q3 2024
Added 40.29%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
39,815
shares
|
$22.1 Million
11.94% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
39,804
shares
|
$22.1 Million
0.8% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,770
shares
|
$22.1 Million
0.13% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
39,760
shares
|
$22.1 Million
1.71% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,506
shares
|
$22 Million
5.66% of portfolio
|
Q4 2024
Added 38.64%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
39,353
shares
|
$21.9 Million
13.37% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
39,350
shares
|
$21.9 Million
1.0% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
39,333
shares
|
$21.9 Million
1.87% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
39,292
shares
|
$21.9 Million
9.4% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,210
shares
|
$21.8 Million
0.57% of portfolio
|
Q3 2022
Added 889.65%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
39,192
shares
|
$21.8 Million
3.59% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
39,165
shares
|
$21.8 Million
3.41% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
39,111
shares
|
$21.8 Million
1.45% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
39,056
shares
|
$21.7 Million
2.02% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
38,842
shares
|
$21.6 Million
8.63% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
38,713
shares
|
$21.5 Million
1.68% of portfolio
|
Q3 2024
Added 19.37%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
38,671
shares
|
$21.5 Million
10.56% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
38,668
shares
|
$21.5 Million
17.94% of portfolio
|
Q3 2024
Added 5.46%
|