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 |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
12,520
shares
|
$6.96 Million
0.52% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
12,480
shares
|
$6.94 Million
2.22% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
12,455
shares
|
$6.93 Million
0.03% of portfolio
|
Q4 2024
Reduced 96.6%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
12,448
shares
|
$6.92 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
12,395
shares
|
$6.9 Million
0.29% of portfolio
|
Q3 2024
Reduced 35.2%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
12,275
shares
|
$6.83 Million
0.98% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
12,271
shares
|
$6.83 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
12,261
shares
|
$6.82 Million
0.54% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
12,217
shares
|
$6.8 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
12,144
shares
|
$6.76 Million
2.25% of portfolio
|
Q3 2024
Added 111.83%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
12,137
shares
|
$6.75 Million
2.06% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
12,116
shares
|
$6.74 Million
1.83% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
12,109
shares
|
$6.74 Million
3.27% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
12,098
shares
|
$6.73 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
12,072
shares
|
$6.72 Million
0.45% of portfolio
|
Q4 2024
Added 14.64%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
12,043
shares
|
$6.7 Million
0.96% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
11,998
shares
|
$6.67 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
11,980
shares
|
$6.66 Million
0.54% of portfolio
|
Q4 2024
Reduced 22.12%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
11,956
shares
|
$6.65 Million
1.66% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
11,928
shares
|
$6.64 Million
0.21% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
11,910
shares
|
$6.63 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
11,901
shares
|
$6.62 Million
0.54% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
11,886
shares
|
$6.61 Million
1.16% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
11,880
shares
|
$6.61 Million
1.49% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
11,801
shares
|
$6.56 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.44%
|