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 3,315 institutions that hold shares in the stock, with a total of 434 Million shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
13,928
shares
|
$7.74 Million
0.75% of portfolio
|
Q4 2024
Added 53.16%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
13,889
shares
|
$7.72 Million
1.57% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
13,883
shares
|
$7.71 Million
2.81% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,870
shares
|
$7.71 Million
0.56% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
13,859
shares
|
$7.7 Million
0.81% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
13,851
shares
|
$7.7 Million
2.7% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
13,786
shares
|
$7.66 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,714
shares
|
$7.62 Million
0.67% of portfolio
|
Q3 2022
Reduced 11.56%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
13,704
shares
|
$7.61 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
13,645
shares
|
$7.58 Million
0.24% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
13,596
shares
|
$7.55 Million
2.09% of portfolio
|
Q4 2024
Added 25.04%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
13,500
shares
|
$7.5 Million
6.07% of portfolio
|
Q3 2022
Reduced 10.0%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
13,489
shares
|
$7.49 Million
8.47% of portfolio
|
Q3 2023
Added 23.99%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
13,462
shares
|
$7.48 Million
2.79% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
13,414
shares
|
$7.45 Million
4.67% of portfolio
|
Q3 2024
Added 17.42%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
13,390
shares
|
$7.44 Million
1.36% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
13,380
shares
|
$7.43 Million
1.26% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
13,341
shares
|
$7.41 Million
6.52% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
13,325
shares
|
$7.4 Million
0.49% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
13,310
shares
|
$7.4 Million
0.28% of portfolio
|
Q4 2024
Added 59.67%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,300
shares
|
$7.39 Million
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
13,171
shares
|
$7.32 Million
1.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
13,165
shares
|
$7.31 Million
0.96% of portfolio
|
Q3 2024
Reduced 45.93%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
13,146
shares
|
$7.3 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
13,123
shares
|
$7.29 Million
0.36% of portfolio
|
Q4 2024
Added 0.95%
|