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 3,264 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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
6,179
shares
|
$3.44 Million
0.65% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,170
shares
|
$3.43 Million
0.41% of portfolio
|
Q4 2022
Reduced 5.24%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
6,170
shares
|
$3.43 Million
1.53% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
6,167
shares
|
$3.43 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
6,161
shares
|
$3.43 Million
0.62% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,159
shares
|
$3.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
6,136
shares
|
$3.41 Million
0.98% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,123
shares
|
$3.41 Million
0.03% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
6,121
shares
|
$3.41 Million
0.1% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
6,119
shares
|
$3.4 Million
1.17% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
6,106
shares
|
$3.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,093
shares
|
$3.39 Million
0.13% of portfolio
|
Q2 2024
Added 57.65%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
6,086
shares
|
$3.39 Million
0.76% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
6,079
shares
|
$3.38 Million
0.2% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
6,056
shares
|
$3.37 Million
0.29% of portfolio
|
Q3 2023
Reduced 13.55%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
6,016
shares
|
$3.35 Million
0.02% of portfolio
|
Q4 2024
Added 859.49%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,005
shares
|
$3.34 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
5,999
shares
|
$3.34 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
5,983
shares
|
$3.33 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
5,947
shares
|
$3.31 Million
0.34% of portfolio
|
Q4 2024
Added 246.56%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
5,893
shares
|
$3.28 Million
1.26% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
5,879
shares
|
$3.27 Million
0.48% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
5,869
shares
|
$3.26 Million
0.8% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,864
shares
|
$3.26 Million
0.73% of portfolio
|
Q3 2024
Added 37.85%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,854
shares
|
$3.26 Million
0.27% of portfolio
|
Q2 2023
Added 51.85%
|