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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
8,278
shares
|
$4.61 Million
0.55% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
8,274
shares
|
$4.6 Million
4.91% of portfolio
|
Q2 2022
Added 84.36%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
8,261
shares
|
$4.6 Million
1.29% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,207
shares
|
$4.57 Million
1.15% of portfolio
|
Q4 2024
Added 24.99%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
8,203
shares
|
$4.56 Million
2.96% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
8,189
shares
|
$4.56 Million
0.81% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
8,136
shares
|
$4.53 Million
0.74% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,132
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.95%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
8,130
shares
|
$4.52 Million
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,127
shares
|
$4.52 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
8,116
shares
|
$4.51 Million
3.85% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
8,114
shares
|
$4.51 Million
1.59% of portfolio
|
Q3 2024
Added 476.28%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
8,108
shares
|
$4.51 Million
3.69% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
8,104
shares
|
$4.51 Million
0.22% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
8,097
shares
|
$4.5 Million
1.19% of portfolio
|
Q2 2021
Reduced 0.52%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
8,083
shares
|
$4.5 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
8,078
shares
|
$4.49 Million
1.69% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
8,078
shares
|
$4.49 Million
1.29% of portfolio
|
Q3 2024
Reduced 24.46%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,055
shares
|
$4.48 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
8,041
shares
|
$4.47 Million
0.07% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,015
shares
|
$4.46 Million
0.38% of portfolio
|
Q3 2024
Added 35.18%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,005
shares
|
$4.45 Million
0.36% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
7,993
shares
|
$4.45 Million
1.59% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
7,993
shares
|
$4.45 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
7,985
shares
|
$4.44 Million
2.23% of portfolio
|
Q4 2024
Added 11.06%
|