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 |
---|---|---|---|---|---|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
2,740
shares
|
$1.51 Million
1.37% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,734
shares
|
$1.51 Million
0.25% of portfolio
|
Q3 2024
Added 4.11%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
2,734
shares
|
$1.51 Million
0.17% of portfolio
|
Q3 2024
Added 5.11%
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
2,730
shares
|
$1.51 Million
0.76% of portfolio
|
Q4 2024
Added 0.15%
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,727
shares
|
$1.51 Million
0.79% of portfolio
|
Q4 2024
Added 0.22%
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,724
shares
|
$1.5 Million
0.28% of portfolio
|
Q4 2024
Added 1.19%
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,718
shares
|
$1.5 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,709
shares
|
$1.5 Million
0.39% of portfolio
|
Q4 2024
Added 5.04%
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,705
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.45%
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
2,700
shares
|
$1.49 Million
0.52% of portfolio
|
Q4 2024
Added 4.21%
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
2,686
shares
|
$1.48 Million
4.81% of portfolio
|
Q3 2023
Reduced 63.9%
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
2,680
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2024
Reduced 36.28%
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
2,673
shares
|
$1.48 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
2,669
shares
|
$1.47 Million
0.38% of portfolio
|
Q3 2024
Added 3.13%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,667
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Added 1.79%
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
2,666
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.54%
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,660
shares
|
$1.47 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,659
shares
|
$1.47 Million
0.2% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
2,655
shares
|
$1.47 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,652
shares
|
$1.46 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
2,641
shares
|
$1.46 Million
0.71% of portfolio
|
Q3 2024
Added 1.97%
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
2,638
shares
|
$1.46 Million
0.3% of portfolio
|
Q2 2023
Reduced 1.42%
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,631
shares
|
$1.45 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,621
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2024
Added 7.73%
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,617
shares
|
$1.45 Million
0.53% of portfolio
|
Q1 2024
New holding
|