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 |
|---|---|---|---|---|---|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
8,682
shares
|
$4.83 Million
2.36% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
8,666
shares
|
$4.82 Million
0.8% of portfolio
|
Q3 2024
Reduced 96.78%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
8,660
shares
|
$4.82 Million
2.37% of portfolio
|
Q3 2024
Added 104.68%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,657
shares
|
$4.82 Million
0.09% of portfolio
|
Q3 2024
Added 34.87%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
8,637
shares
|
$4.8 Million
1.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
8,594
shares
|
$4.78 Million
1.52% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,542
shares
|
$4.75 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
8,541
shares
|
$4.75 Million
2.57% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
8,539
shares
|
$4.75 Million
0.1% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
8,510
shares
|
$4.73 Million
1.97% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
8,506
shares
|
$4.73 Million
0.69% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
8,500
shares
|
$4.73 Million
0.43% of portfolio
|
Q2 2023
Reduced 67.47%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
8,486
shares
|
$4.72 Million
0.07% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
8,484
shares
|
$4.72 Million
3.42% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
8,458
shares
|
$4.71 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
8,455
shares
|
$4.7 Million
0.56% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,448
shares
|
$4.7 Million
0.41% of portfolio
|
Q2 2022
Added 298.3%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
8,445
shares
|
$4.7 Million
1.1% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
8,428
shares
|
$4.69 Million
0.82% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,399
shares
|
$4.67 Million
0.71% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
8,385
shares
|
$4.66 Million
2.63% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,365
shares
|
$4.65 Million
1.3% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
8,336
shares
|
$4.64 Million
0.23% of portfolio
|
Q3 2024
Added 29.62%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
8,294
shares
|
$4.61 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
8,292
shares
|
$4.61 Million
0.4% of portfolio
|
Q3 2024
Added 1.54%
|