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 |
|---|---|---|---|---|---|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
11,299
shares
|
$6.29 Million
0.98% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
11,290
shares
|
$6.28 Million
1.61% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
11,155
shares
|
$6.21 Million
3.24% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,132
shares
|
$6.19 Million
0.54% of portfolio
|
Q4 2024
Added 14.91%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
11,113
shares
|
$6.18 Million
0.57% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
11,083
shares
|
$6.17 Million
1.94% of portfolio
|
Q4 2024
Added 24.72%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
11,081
shares
|
$6.16 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
11,073
shares
|
$6.16 Million
3.87% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
11,058
shares
|
$6.15 Million
0.77% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,025
shares
|
$6.13 Million
0.37% of portfolio
|
Q4 2024
Added 23.12%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,969
shares
|
$6.1 Million
0.4% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,961
shares
|
$6.1 Million
1.44% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
10,935
shares
|
$6.08 Million
1.93% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
10,935
shares
|
$6.08 Million
2.73% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,935
shares
|
$6.08 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
10,880
shares
|
$6.05 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
10,873
shares
|
$6.05 Million
1.71% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
10,809
shares
|
$6.01 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
10,780
shares
|
$6 Million
2.62% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
10,779
shares
|
$6 Million
1.42% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
10,752
shares
|
$5.98 Million
0.84% of portfolio
|
Q4 2020
Added 35.87%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
10,742
shares
|
$5.98 Million
0.97% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
10,731
shares
|
$5.97 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
10,683
shares
|
$5.94 Million
2.2% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
10,680
shares
|
$5.94 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.09%
|