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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,772
shares
|
$5.44 Million
0.49% of portfolio
|
Q4 2023
Reduced 74.07%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,763
shares
|
$5.43 Million
0.65% of portfolio
|
Q2 2024
Added 868.55%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
9,715
shares
|
$5.4 Million
1.03% of portfolio
|
Q4 2024
Added 109.56%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
9,705
shares
|
$5.4 Million
0.95% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
9,705
shares
|
$5.4 Million
2.63% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
9,639
shares
|
$5.36 Million
1.19% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,628
shares
|
$5.36 Million
3.94% of portfolio
|
Q1 2024
Added 76.92%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
9,529
shares
|
$5.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
9,485
shares
|
$5.28 Million
0.78% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
9,466
shares
|
$5.27 Million
1.28% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
9,466
shares
|
$5.27 Million
0.25% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
9,449
shares
|
$5.26 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,448
shares
|
$5.26 Million
0.17% of portfolio
|
Q1 2024
Added 41.69%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
9,402
shares
|
$5.23 Million
0.3% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
9,380
shares
|
$5.22 Million
0.59% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
9,357
shares
|
$5.21 Million
4.99% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
9,349
shares
|
$5.2 Million
0.16% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
9,346
shares
|
$5.2 Million
0.18% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
9,339
shares
|
$5.2 Million
2.11% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
9,303
shares
|
$5.18 Million
1.65% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
9,272
shares
|
$5.16 Million
0.62% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
9,272
shares
|
$5.16 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
9,271
shares
|
$5.16 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
9,193
shares
|
$5.11 Million
0.79% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
9,190
shares
|
$5.11 Million
0.19% of portfolio
|
Q4 2024
Added 1.31%
|