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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
29,766
shares
|
$16.6 Million
1.06% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
29,738
shares
|
$16.5 Million
6.27% of portfolio
|
Q1 2023
Added 137.66%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
29,558
shares
|
$16.4 Million
3.49% of portfolio
|
Q3 2024
Added 212.98%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,544
shares
|
$16.4 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
29,537
shares
|
$16.4 Million
5.3% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
29,482
shares
|
$16.4 Million
14.85% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Passaic Partners LLC
|
Nov 01, 2024 Q3 2024 |
29,383
shares
|
$16.3 Million
2.34% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
29,360
shares
|
$16.3 Million
4.55% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
29,354
shares
|
$16.3 Million
0.52% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
29,329
shares
|
$16.3 Million
1.99% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
29,314
shares
|
$16.3 Million
2.63% of portfolio
|
Q3 2023
Reduced 83.16%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
29,289
shares
|
$16.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
29,286
shares
|
$16.3 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
29,221
shares
|
$16.3 Million
1.68% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
29,158
shares
|
$16.2 Million
0.3% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
29,139
shares
|
$16.2 Million
0.2% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
29,094
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
29,074
shares
|
$16.2 Million
5.78% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
29,054
shares
|
$16.2 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
28,975
shares
|
$16.1 Million
8.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
28,933
shares
|
$16.1 Million
8.61% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
28,929
shares
|
$16.1 Million
6.1% of portfolio
|
Q3 2024
Reduced 43.98%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
28,829
shares
|
$16 Million
3.17% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Avory & Company, LLC
Miami, FL |
Nov 07, 2024 Q3 2024 |
28,810
shares
|
$16 Million
9.22% of portfolio
|
Q4 2020
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
28,740
shares
|
$16 Million
3.34% of portfolio
|
Q4 2024
Reduced 5.58%
|