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 |
|---|---|---|---|---|---|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
10,123
shares
|
$5.63 Million
1.95% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,114
shares
|
$5.63 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
10,083
shares
|
$5.61 Million
7.94% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
10,075
shares
|
$5.6 Million
3.1% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
10,069
shares
|
$5.6 Million
0.19% of portfolio
|
Q4 2024
Added 435.02%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
10,066
shares
|
$5.6 Million
1.77% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
10,066
shares
|
$5.6 Million
3.1% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
10,065
shares
|
$5.6 Million
2.88% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
10,058
shares
|
$5.6 Million
0.43% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
10,019
shares
|
$5.57 Million
0.68% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
10,006
shares
|
$5.57 Million
0.48% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
9,969
shares
|
$5.55 Million
0.49% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
9,949
shares
|
$5.53 Million
0.26% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
9,906
shares
|
$5.51 Million
0.06% of portfolio
|
Q3 2024
Added 119.84%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
9,903
shares
|
$5.51 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.72%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
9,848
shares
|
$5.48 Million
2.24% of portfolio
|
Q3 2024
Added 1606.76%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
9,829
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
9,829
shares
|
$5.47 Million
3.29% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
9,824
shares
|
$5.47 Million
0.63% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
9,817
shares
|
$5.46 Million
2.27% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
9,810
shares
|
$5.46 Million
3.5% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
9,799
shares
|
$5.45 Million
1.82% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
9,792
shares
|
$5.45 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
9,791
shares
|
$5.45 Million
1.03% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,788
shares
|
$5.45 Million
0.59% of portfolio
|
Q4 2024
Reduced 41.2%
|