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 |
|---|---|---|---|---|---|
|
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
|
$1.22 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%
|
|
|
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 |
Jan 31, 2025 Q4 2024 |
2,200
shares
|
$1.21 Million
0.65% 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%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
2,184
shares
|
$1.21 Million
0.88% of portfolio
|
Q4 2024
Reduced 31.58%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,178
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,178
shares
|
$1.2 Million
0.28% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,177
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,173
shares
|
$1.2 Million
0.51% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
2,172
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,170
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 87.42%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
2,168
shares
|
$1.2 Million
1.0% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,168
shares
|
$1.2 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
2,167
shares
|
$1.2 Million
0.8% of portfolio
|
Q4 2024
Added 31.81%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
2,147
shares
|
$1.19 Million
1.11% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,143
shares
|
$1.18 Million
0.46% of portfolio
|
Q1 2023
Added 1.08%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
2,143
shares
|
$1.18 Million
0.35% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,142
shares
|
$1.18 Million
0.19% of portfolio
|
Q3 2024
Added 0.14%
|