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 |
|---|---|---|---|---|---|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
7,567
shares
|
$4.21 Million
1.44% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,545
shares
|
$4.2 Million
0.26% of portfolio
|
Q4 2022
Added 0.95%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
7,530
shares
|
$4.19 Million
1.13% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
7,505
shares
|
$4.18 Million
2.07% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
7,490
shares
|
$4.17 Million
0.25% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
7,485
shares
|
$4.16 Million
1.07% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
7,485
shares
|
$4.16 Million
2.19% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,480
shares
|
$4.16 Million
0.22% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
7,430
shares
|
$4.13 Million
0.69% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,371
shares
|
$4.1 Million
1.55% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
7,364
shares
|
$4.1 Million
2.86% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
7,355
shares
|
$4.09 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
7,355
shares
|
$4.09 Million
3.49% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
7,338
shares
|
$4.08 Million
0.86% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
7,330
shares
|
$4.08 Million
3.25% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,328
shares
|
$4.08 Million
0.39% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
7,278
shares
|
$4.05 Million
0.53% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
7,278
shares
|
$4.05 Million
2.06% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
7,276
shares
|
$4.05 Million
0.41% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
7,273
shares
|
$4.05 Million
1.73% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
7,259
shares
|
$4.04 Million
0.5% of portfolio
|
Q4 2024
Added 188.74%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
7,254
shares
|
$4.04 Million
2.4% of portfolio
|
Q3 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
7,253
shares
|
$4.03 Million
0.91% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7,239
shares
|
$4.03 Million
0.34% of portfolio
|
Q2 2023
Added 923.9%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
7,232
shares
|
$4.02 Million
0.25% of portfolio
|
Q4 2024
Added 1.7%
|