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 |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
23,684
shares
|
$13.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
23,010
shares
|
$12.8 Million
0.99% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
22,878
shares
|
$12.7 Million
9.28% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
22,877
shares
|
$12.7 Million
10.89% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
22,806
shares
|
$12.7 Million
9.17% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
22,654
shares
|
$12.6 Million
6.16% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
22,559
shares
|
$12.5 Million
4.97% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
22,426
shares
|
$12.5 Million
1.87% of portfolio
|
Q3 2024
Added 846.64%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
22,423
shares
|
$12.5 Million
1.72% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
22,385
shares
|
$12.5 Million
1.87% of portfolio
|
Q4 2022
Added 172.95%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
22,350
shares
|
$12.4 Million
2.93% of portfolio
|
Q3 2024
Reduced 33.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
22,333
shares
|
$12.4 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
22,266
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Orser Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
22,219
shares
|
$12.4 Million
8.88% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
22,208
shares
|
$12.4 Million
1.67% of portfolio
|
Q3 2024
Added 20.66%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,091
shares
|
$12.3 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
21,974
shares
|
$12.2 Million
8.23% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,950
shares
|
$12.2 Million
1.39% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
21,945
shares
|
$12.2 Million
4.52% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
21,929
shares
|
$12.2 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
21,872
shares
|
$12.2 Million
2.94% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
21,849
shares
|
$12.2 Million
11.15% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
21,811
shares
|
$12.1 Million
3.08% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
21,802
shares
|
$12.1 Million
7.19% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,787
shares
|
$12.1 Million
0.68% of portfolio
|
Q4 2022
Reduced 10.12%
|