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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,293
shares
|
$1.83 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
3,292
shares
|
$1.83 Million
0.67% of portfolio
|
Q3 2024
Added 267.82%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,287
shares
|
$1.83 Million
0.86% of portfolio
|
Q2 2022
Reduced 84.39%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
3,286
shares
|
$1.83 Million
0.15% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
3,274
shares
|
$1.82 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
3,253
shares
|
$1.81 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,248
shares
|
$1.81 Million
0.12% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,232
shares
|
$1.8 Million
0.37% of portfolio
|
Q4 2022
Added 6.25%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
3,232
shares
|
$1.8 Million
0.29% of portfolio
|
Q4 2024
Added 750.53%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,231
shares
|
$1.8 Million
0.24% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,228
shares
|
$1.8 Million
0.19% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
3,218
shares
|
$1.79 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,210
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
3,207
shares
|
$1.78 Million
0.23% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
3,185
shares
|
$1.77 Million
1.5% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,183
shares
|
$1.77 Million
0.14% of portfolio
|
Q4 2024
Added 216.4%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
3,175
shares
|
$1.77 Million
0.12% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
3,174
shares
|
$1.77 Million
0.97% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
3,167
shares
|
$1.76 Million
0.21% of portfolio
|
Q4 2024
Added 48.97%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,155
shares
|
$1.76 Million
0.35% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
3,154
shares
|
$1.75 Million
0.83% of portfolio
|
Q1 2024
Reduced 4.19%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
3,154
shares
|
$1.75 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
3,142
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,132
shares
|
$1.74 Million
1.1% of portfolio
|
Q3 2024
Reduced 33.53%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
3,131
shares
|
$1.74 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.13%
|