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 |
|---|---|---|---|---|---|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
28,641
shares
|
$15.9 Million
12.3% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
28,563
shares
|
$15.9 Million
0.76% of portfolio
|
Q3 2024
Reduced 43.51%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
28,560
shares
|
$15.9 Million
4.23% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
28,546
shares
|
$15.9 Million
3.21% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
28,542
shares
|
$15.9 Million
0.32% of portfolio
|
Q4 2024
Added 42.29%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
28,541
shares
|
$15.9 Million
3.66% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
28,486
shares
|
$15.8 Million
8.28% of portfolio
|
Q1 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
28,240
shares
|
$15.7 Million
10.11% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
28,126
shares
|
$15.6 Million
6.03% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
27,977
shares
|
$15.6 Million
6.76% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
27,935
shares
|
$15.5 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
27,819
shares
|
$15.5 Million
0.5% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
27,815
shares
|
$15.5 Million
11.51% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
27,398
shares
|
$15.2 Million
1.72% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
27,345
shares
|
$15.2 Million
2.93% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
27,322
shares
|
$15.2 Million
10.77% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,218
shares
|
$15.1 Million
0.83% of portfolio
|
Q3 2024
Added 60.95%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
27,113
shares
|
$15.1 Million
3.75% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
27,049
shares
|
$15 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
27,035
shares
|
$15 Million
0.15% of portfolio
|
Q4 2024
Added 29.84%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
27,003
shares
|
$15 Million
0.92% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
26,985
shares
|
$15 Million
0.14% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
26,898
shares
|
$15 Million
3.41% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
26,857
shares
|
$14.9 Million
4.4% of portfolio
|
Q1 2023
Reduced 22.05%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
26,747
shares
|
$14.9 Million
0.97% of portfolio
|
Q3 2024
Added 0.06%
|