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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
7,982
shares
|
$4.44 Million
1.01% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
7,954
shares
|
$4.42 Million
1.81% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
7,922
shares
|
$4.41 Million
1.56% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
7,920
shares
|
$4.41 Million
0.44% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,904
shares
|
$4.4 Million
0.71% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,886
shares
|
$4.39 Million
1.25% of portfolio
|
Q4 2022
Added 9.56%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
7,874
shares
|
$4.38 Million
1.72% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
7,847
shares
|
$4.37 Million
6.31% of portfolio
|
Q3 2022
New holding
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
7,830
shares
|
$4.36 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
7,818
shares
|
$4.35 Million
0.7% of portfolio
|
Q4 2024
Reduced 80.1%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
7,816
shares
|
$4.35 Million
3.02% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
7,814
shares
|
$4.35 Million
0.98% of portfolio
|
Q4 2024
Added 21.6%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
7,808
shares
|
$4.34 Million
2.98% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
7,804
shares
|
$4.34 Million
3.97% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,789
shares
|
$4.33 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
7,744
shares
|
$4.31 Million
0.23% of portfolio
|
Q4 2024
Added 55.19%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
7,743
shares
|
$4.31 Million
1.02% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
7,646
shares
|
$4.25 Million
0.33% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
7,646
shares
|
$4.25 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
7,627
shares
|
$4.24 Million
0.54% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
7,626
shares
|
$4.24 Million
0.58% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,617
shares
|
$4.24 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,598
shares
|
$4.23 Million
0.49% of portfolio
|
Q3 2022
Added 8.71%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
7,592
shares
|
$4.22 Million
2.54% of portfolio
|
Q3 2024
Reduced 71.8%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,583
shares
|
$4.22 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.15%
|