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 |
---|---|---|---|---|---|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
3,907
shares
|
$2.17 Million
0.23% of portfolio
|
Q3 2024
Added 0.08%
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
3,906
shares
|
$2.17 Million
1.56% of portfolio
|
Q3 2024
Added 11.31%
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
3,893
shares
|
$2.17 Million
0.96% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
3,877
shares
|
$2.16 Million
1.34% of portfolio
|
Q4 2024
Added 18.82%
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
3,861
shares
|
$2.15 Million
0.27% of portfolio
|
Q4 2024
Added 41.53%
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,855
shares
|
$2.14 Million
0.15% of portfolio
|
Q4 2023
Added 77.0%
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,849
shares
|
$2.14 Million
0.68% of portfolio
|
Q3 2024
Added 250.87%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
3,837
shares
|
$2.13 Million
0.51% of portfolio
|
Q4 2024
Added 6.14%
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
3,837
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2024
Added 37.58%
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
3,833
shares
|
$2.13 Million
1.43% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
3,829
shares
|
$2.13 Million
0.68% of portfolio
|
Q4 2024
Added 1.94%
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,824
shares
|
$2.13 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,823
shares
|
$2.13 Million
0.2% of portfolio
|
Q4 2024
Added 17.67%
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,811
shares
|
$2.12 Million
0.42% of portfolio
|
Q1 2023
Added 17.81%
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
3,801
shares
|
$2.11 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
3,794
shares
|
$2.11 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,793
shares
|
$2.11 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
3,790
shares
|
$2.11 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
3,786
shares
|
$2.11 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,784
shares
|
$2.11 Million
0.39% of portfolio
|
Q3 2024
Added 100.0%
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
3,780
shares
|
$2.1 Million
0.43% of portfolio
|
Q4 2024
Added 255.26%
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
3,779
shares
|
$2.1 Million
0.34% of portfolio
|
Q4 2024
Added 0.21%
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,776
shares
|
$2.1 Million
1.09% of portfolio
|
Q4 2024
Added 45.57%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
3,775
shares
|
$2.1 Million
1.04% of portfolio
|
Q3 2024
Added 55.99%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
3,771
shares
|
$2.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.82%
|