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 |
|---|---|---|---|---|---|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
3,401
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
3,400
shares
|
$1.89 Million
0.75% of portfolio
|
Q4 2024
Added 52.53%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
3,395
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2024
Added 36.45%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
3,380
shares
|
$1.88 Million
1.08% of portfolio
|
Q4 2024
Added 16.15%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,377
shares
|
$1.88 Million
0.06% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,375
shares
|
$1.88 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,370
shares
|
$1.87 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
3,367
shares
|
$1.87 Million
0.5% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,349
shares
|
$1.86 Million
0.12% of portfolio
|
Q4 2024
Added 41.61%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
3,349
shares
|
$1.86 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
3,342
shares
|
$1.86 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
3,340
shares
|
$1.86 Million
0.32% of portfolio
|
Q3 2024
Reduced 40.83%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
3,339
shares
|
$1.86 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,339
shares
|
$1.86 Million
1.02% of portfolio
|
Q2 2024
Reduced 59.69%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
3,338
shares
|
$1.86 Million
0.65% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
3,329
shares
|
$1.85 Million
1.2% of portfolio
|
Q3 2024
Added 162.95%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,325
shares
|
$1.85 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
3,324
shares
|
$1.85 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
3,316
shares
|
$1.84 Million
0.96% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
3,307
shares
|
$1.84 Million
0.55% of portfolio
|
Q4 2024
Added 50.52%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
3,305
shares
|
$1.84 Million
1.37% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,304
shares
|
$1.84 Million
0.37% of portfolio
|
Q4 2024
Added 463.82%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,298
shares
|
$1.83 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
3,298
shares
|
$1.83 Million
1.36% of portfolio
|
Q3 2024
Added 24.41%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,298
shares
|
$1.83 Million
0.19% of portfolio
|
Q3 2024
New holding
|