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 |
|---|---|---|---|---|---|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
5,632
shares
|
$3.13 Million
2.54% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
5,618
shares
|
$3.13 Million
1.38% of portfolio
|
Q2 2024
Added 112.88%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,587
shares
|
$3.11 Million
2.09% of portfolio
|
Q3 2024
Added 31.03%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,586
shares
|
$3.11 Million
0.86% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,585
shares
|
$3.11 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
5,580
shares
|
$3.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
5,568
shares
|
$3.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
5,553
shares
|
$3.09 Million
0.36% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
5,550
shares
|
$3.09 Million
2.1% of portfolio
|
Q4 2024
Reduced 40.96%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,529
shares
|
$3.08 Million
0.28% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
5,510
shares
|
$3.07 Million
0.39% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
5,485
shares
|
$3.05 Million
0.22% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,483
shares
|
$3.05 Million
2.27% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,463
shares
|
$3.04 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,442
shares
|
$3.03 Million
0.17% of portfolio
|
Q3 2024
Added 33.35%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
5,442
shares
|
$3.03 Million
1.91% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Nov 13, 2024 Q3 2024 |
5,438
shares
|
$3.03 Million
19.1% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
5,425
shares
|
$3.02 Million
2.17% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,422
shares
|
$3.02 Million
0.42% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,419
shares
|
$3.01 Million
0.74% of portfolio
|
Q2 2022
Reduced 20.1%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,413
shares
|
$3.01 Million
0.22% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,396
shares
|
$3 Million
11.59% of portfolio
|
Q3 2024
Reduced 68.55%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
5,386
shares
|
$3 Million
2.71% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,378
shares
|
$2.99 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
5,337
shares
|
$2.97 Million
0.81% of portfolio
|
Q4 2024
Reduced 30.43%
|