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 3,327 institutions that hold shares in the stock, with a total of 435 Million shares, which have been reported (via 13F filing form) to have a value of $240 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,513
shares
|
$2.49 Million
0.42% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
4,507
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,491
shares
|
$2.48 Million
0.25% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
4,486
shares
|
$2.48 Million
2.16% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
4,471
shares
|
$2.47 Million
0.22% of portfolio
|
Q4 2024
Reduced 29.36%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,450
shares
|
$2.46 Million
1.24% of portfolio
|
Q4 2024
Added 34.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,449
shares
|
$2.46 Million
0.25% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
4,406
shares
|
$2.43 Million
0.59% of portfolio
|
Q4 2024
Added 49.2%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,403
shares
|
$2.43 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
4,393
shares
|
$2.43 Million
0.61% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
4,392
shares
|
$2.43 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
4,392
shares
|
$2.43 Million
0.64% of portfolio
|
Q3 2024
Reduced 57.74%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
4,380
shares
|
$2.42 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
4,376
shares
|
$2.42 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,370
shares
|
$2.41 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
4,350
shares
|
$2.4 Million
0.66% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
4,340
shares
|
$2.4 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Jan 29, 2025 Q4 2024 |
4,337
shares
|
$2.39 Million
2.36% of portfolio
|
Q4 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
4,336
shares
|
$2.39 Million
0.17% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
4,310
shares
|
$2.38 Million
1.27% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,309
shares
|
$2.38 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,304
shares
|
$2.38 Million
0.1% of portfolio
|
Q3 2022
Added 92.92%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
4,298
shares
|
$2.37 Million
7.53% of portfolio
|
Q3 2023
Reduced 56.18%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
4,293
shares
|
$2.37 Million
0.2% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
4,293
shares
|
$2.37 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.2%
|