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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
18,228
shares
|
$10.1 Million
0.87% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
18,188
shares
|
$10.1 Million
2.01% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
18,158
shares
|
$10.1 Million
5.2% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
18,131
shares
|
$10.1 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
18,129
shares
|
$10.1 Million
1.02% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
18,099
shares
|
$10.1 Million
6.81% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
18,017
shares
|
$10 Million
3.09% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,999
shares
|
$10 Million
0.34% of portfolio
|
Q3 2024
Added 24.54%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,990
shares
|
$10 Million
0.23% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
17,973
shares
|
$10 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
17,968
shares
|
$10 Million
0.56% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 12, 2024 Q3 2024 |
17,934
shares
|
$9.98 Million
0.67% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
17,902
shares
|
$9.96 Million
0.6% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
17,884
shares
|
$9.95 Million
1.37% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
17,857
shares
|
$9.93 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
17,839
shares
|
$9.92 Million
0.85% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
17,832
shares
|
$9.92 Million
0.4% of portfolio
|
Q4 2024
Added 255.79%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
17,799
shares
|
$9.9 Million
3.41% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
17,758
shares
|
$9.88 Million
1.21% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,709
shares
|
$9.85 Million
6.33% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
17,682
shares
|
$9.84 Million
10.69% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
17,674
shares
|
$9.83 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,671
shares
|
$9.83 Million
6.52% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
17,607
shares
|
$9.79 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
17,550
shares
|
$9.76 Million
0.45% of portfolio
|
Q3 2024
Added 1.18%
|