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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,272
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,269
shares
|
$1.26 Million
0.51% of portfolio
|
Q1 2024
Added 8.31%
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
2,262
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2024
Added 35.61%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,252
shares
|
$1.25 Million
0.19% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,252
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2024
Added 409.5%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
2,237
shares
|
$1.24 Million
0.26% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
2,235
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,234
shares
|
$1.24 Million
0.36% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
2,233
shares
|
$1.24 Million
1.96% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
2,231
shares
|
$1.23 Million
0.36% of portfolio
|
Q3 2024
Added 25.69%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
2,229
shares
|
$1.23 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
2,228
shares
|
$1.23 Million
0.3% of portfolio
|
Q4 2024
Added 119.51%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
2,225
shares
|
$1.23 Million
0.25% of portfolio
|
Q2 2024
Added 5.7%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
2,224
shares
|
$1.23 Million
0.56% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,224
shares
|
$1.23 Million
0.23% of portfolio
|
Q4 2024
Added 116.98%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
2,222
shares
|
$1.23 Million
0.62% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,220
shares
|
$1.23 Million
0.45% of portfolio
|
Q4 2024
Added 149.44%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
2,215
shares
|
$1.23 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
2,209
shares
|
$1.22 Million
0.84% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,208
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,206
shares
|
$1.22 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,201
shares
|
$1.22 Million
0.31% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
2,200
shares
|
$1.22 Million
0.63% of portfolio
|
Q3 2024
Added 112.36%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,193
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,188
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2024
Added 60.06%
|