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 |
|---|---|---|---|---|---|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2024 Q3 2024 |
15,481
shares
|
$8.61 Million
2.16% of portfolio
|
Q2 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
15,475
shares
|
$8.61 Million
5.04% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
15,430
shares
|
$8.58 Million
1.36% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
15,376
shares
|
$8.55 Million
2.3% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
15,350
shares
|
$8.54 Million
1.34% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
15,268
shares
|
$8.49 Million
0.19% of portfolio
|
Q4 2024
Added 34.88%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
15,250
shares
|
$8.48 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
15,243
shares
|
$8.48 Million
1.4% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
15,205
shares
|
$8.46 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
15,198
shares
|
$8.45 Million
0.43% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
15,115
shares
|
$8.41 Million
0.1% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
15,113
shares
|
$8.41 Million
4.44% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
15,110
shares
|
$8.41 Million
0.5% of portfolio
|
Q3 2023
Added 26.06%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
15,098
shares
|
$8.4 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
15,064
shares
|
$8.38 Million
0.31% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
15,039
shares
|
$8.37 Million
6.82% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
15,023
shares
|
$8.36 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
14,993
shares
|
$8.34 Million
0.77% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
14,988
shares
|
$8.34 Million
2.21% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
14,959
shares
|
$8.32 Million
2.41% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,932
shares
|
$8.31 Million
0.83% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
14,848
shares
|
$8.26 Million
3.97% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
14,731
shares
|
$8.19 Million
1.63% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
14,727
shares
|
$8.19 Million
0.13% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
14,689
shares
|
$8.17 Million
0.12% of portfolio
|
Q3 2024
New holding
|