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 |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,851
shares
|
$3.25 Million
4.25% of portfolio
|
Q4 2023
Reduced 18.0%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
5,849
shares
|
$3.25 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
5,848
shares
|
$3.25 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
5,844
shares
|
$3.25 Million
1.07% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Fiduciary Counselling Inc
|
Nov 08, 2024 Q3 2024 |
5,836
shares
|
$3.25 Million
7.88% of portfolio
|
Q2 2024
Added 23.23%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
5,835
shares
|
$3.25 Million
0.54% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
5,818
shares
|
$3.24 Million
0.29% of portfolio
|
Q4 2024
Added 87.31%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,818
shares
|
$3.24 Million
0.12% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
5,814
shares
|
$3.23 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
5,814
shares
|
$3.23 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
5,794
shares
|
$3.22 Million
25.25% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
5,786
shares
|
$3.22 Million
0.52% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,779
shares
|
$3.21 Million
0.09% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
5,726
shares
|
$3.19 Million
0.94% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
5,717
shares
|
$3.18 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
5,688
shares
|
$3.16 Million
1.71% of portfolio
|
Q4 2024
Added 85.1%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
5,685
shares
|
$3.16 Million
0.64% of portfolio
|
Q4 2024
Added 249.85%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
5,682
shares
|
$3.16 Million
0.82% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
5,672
shares
|
$3.16 Million
2.54% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
5,669
shares
|
$3.15 Million
0.76% of portfolio
|
Q3 2024
Added 52.68%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
5,652
shares
|
$3.14 Million
1.47% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
5,642
shares
|
$3.14 Million
0.39% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
5,641
shares
|
$3.14 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
5,636
shares
|
$3.14 Million
0.57% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
5,632
shares
|
$3.13 Million
1.54% of portfolio
|
Q4 2024
Added 0.21%
|