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 |
|---|---|---|---|---|---|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
16,658
shares
|
$9.27 Million
3.62% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
16,650
shares
|
$9.26 Million
10.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,633
shares
|
$9.25 Million
0.41% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
16,632
shares
|
$9.25 Million
0.41% of portfolio
|
Q4 2024
Added 27.14%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
16,527
shares
|
$9.19 Million
4.44% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
16,453
shares
|
$9.15 Million
7.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
16,452
shares
|
$9.15 Million
0.97% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
16,409
shares
|
$9.13 Million
3.07% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
16,402
shares
|
$9.12 Million
0.74% of portfolio
|
Q4 2024
Reduced 99.79%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
16,293
shares
|
$9.06 Million
5.98% of portfolio
|
Q4 2024
Added 18.81%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
16,293
shares
|
$9.06 Million
3.12% of portfolio
|
Q4 2024
Added 75.25%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
16,285
shares
|
$9.06 Million
0.31% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,219
shares
|
$9.02 Million
0.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
16,179
shares
|
$9 Million
0.22% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
16,118
shares
|
$8.97 Million
0.56% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
16,099
shares
|
$8.96 Million
0.03% of portfolio
|
Q4 2022
Reduced 16.99%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
16,005
shares
|
$8.9 Million
0.03% of portfolio
|
Q1 2023
Added 26.49%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
15,948
shares
|
$8.87 Million
1.73% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
15,834
shares
|
$8.81 Million
0.5% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
15,822
shares
|
$8.8 Million
0.2% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
15,750
shares
|
$8.76 Million
0.86% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
15,750
shares
|
$8.76 Million
4.57% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
15,659
shares
|
$8.71 Million
0.48% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
15,594
shares
|
$8.67 Million
2.12% of portfolio
|
Q4 2024
Added 38.93%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
15,540
shares
|
$8.64 Million
0.18% of portfolio
|
Q3 2024
Added 0.19%
|