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 3,315 institutions that hold shares in the stock, with a total of 434 Million shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
36,337
shares
|
$20.2 Million
26.67% of portfolio
|
Q3 2023
Reduced 8.91%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
36,306
shares
|
$20.2 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
36,204
shares
|
$20.1 Million
17.72% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
36,110
shares
|
$20.1 Million
0.46% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
36,075
shares
|
$20 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
35,953
shares
|
$20 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
35,946
shares
|
$20 Million
8.36% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
35,595
shares
|
$19.8 Million
6.32% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
35,437
shares
|
$19.7 Million
6.33% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
35,260
shares
|
$19.6 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
35,251
shares
|
$19.6 Million
12.68% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
35,214
shares
|
$19.6 Million
0.85% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
35,201
shares
|
$19.6 Million
11.26% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
35,193
shares
|
$19.6 Million
0.87% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
35,061
shares
|
$19.5 Million
5.77% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
35,059
shares
|
$19.5 Million
1.19% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
34,800
shares
|
$19.3 Million
8.06% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
34,728
shares
|
$19.3 Million
12.2% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
34,646
shares
|
$19.3 Million
9.76% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
34,637
shares
|
$19.2 Million
14.49% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
34,524
shares
|
$19.2 Million
0.56% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
34,349
shares
|
$19.1 Million
6.04% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
34,339
shares
|
$19.1 Million
15.64% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
34,320
shares
|
$19.1 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
34,319
shares
|
$19.1 Million
9.4% of portfolio
|
Q4 2024
Added 18.44%
|