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 |
|---|---|---|---|---|---|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
5,131
shares
|
$2.85 Million
1.51% of portfolio
|
Q4 2024
Added 109.26%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
5,107
shares
|
$2.84 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
5,085
shares
|
$2.83 Million
0.16% of portfolio
|
Q3 2024
Reduced 99.61%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
5,077
shares
|
$2.82 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,075
shares
|
$2.82 Million
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
5,032
shares
|
$2.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
5,029
shares
|
$2.8 Million
1.22% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
5,026
shares
|
$2.8 Million
3.28% of portfolio
|
Q4 2024
Reduced 71.39%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
5,025
shares
|
$2.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.81%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
5,001
shares
|
$2.78 Million
5.76% of portfolio
|
Q4 2024
Reduced 17.73%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
5,001
shares
|
$2.78 Million
0.23% of portfolio
|
Q4 2024
Added 25.15%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,996
shares
|
$2.78 Million
0.42% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
4,989
shares
|
$2.78 Million
0.45% of portfolio
|
Q3 2024
Added 249.13%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,984
shares
|
$2.77 Million
0.07% of portfolio
|
Q4 2024
Added 52.88%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,984
shares
|
$2.77 Million
0.36% of portfolio
|
Q1 2024
Reduced 21.09%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,945
shares
|
$2.75 Million
1.3% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
4,937
shares
|
$2.75 Million
2.97% of portfolio
|
Q3 2023
Reduced 5.48%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,908
shares
|
$2.73 Million
0.37% of portfolio
|
Q1 2023
Added 217.26%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,907
shares
|
$2.73 Million
1.11% of portfolio
|
Q3 2024
Added 129.08%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,906
shares
|
$2.73 Million
0.91% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
4,901
shares
|
$2.73 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
4,900
shares
|
$2.73 Million
0.53% of portfolio
|
Q4 2022
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,893
shares
|
$2.72 Million
1.1% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
4,889
shares
|
$2.72 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.17%
|