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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
14,684
shares
|
$8.17 Million
0.76% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
14,625
shares
|
$8.14 Million
1.88% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
14,611
shares
|
$8.13 Million
1.79% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
14,595
shares
|
$8.12 Million
8.13% of portfolio
|
Q4 2024
Added 40.39%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
14,537
shares
|
$8.09 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
14,536
shares
|
$8.09 Million
2.28% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
14,524
shares
|
$8.08 Million
0.92% of portfolio
|
Q4 2022
Added 3.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
14,494
shares
|
$8.06 Million
0.21% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
14,466
shares
|
$8.05 Million
4.9% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
14,458
shares
|
$8.04 Million
0.13% of portfolio
|
Q2 2024
Added 5.49%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
14,455
shares
|
$8.04 Million
5.49% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
14,442
shares
|
$8.03 Million
3.99% of portfolio
|
Q4 2023
Added 711.35%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
14,432
shares
|
$8.03 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
14,384
shares
|
$8 Million
0.36% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
14,380
shares
|
$8 Million
1.12% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
14,380
shares
|
$8 Million
0.4% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
14,365
shares
|
$7.99 Million
1.32% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
14,358
shares
|
$7.99 Million
5.38% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
14,343
shares
|
$7.98 Million
1.51% of portfolio
|
Q1 2023
Reduced 12.04%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
14,333
shares
|
$7.97 Million
0.53% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
14,282
shares
|
$7.95 Million
1.2% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
14,231
shares
|
$7.92 Million
0.02% of portfolio
|
Q4 2024
Added 35.28%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
14,187
shares
|
$7.89 Million
3.01% of portfolio
|
Q4 2024
Added 3146.45%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
14,064
shares
|
$7.82 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
14,059
shares
|
$7.82 Million
2.7% of portfolio
|
Q3 2024
Added 0.36%
|