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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,260
shares
|
$695,772
0.2% of portfolio
|
Q4 2024
Reduced 22.6%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
1,260
shares
|
$695,772
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,254
shares
|
$692,458
0.18% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
1,253
shares
|
$691,906
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,251
shares
|
$690,802
0.38% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,250
shares
|
$690,250
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,250
shares
|
$690,250
0.17% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247
shares
|
$688,593
0.42% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,246
shares
|
$688,041
0.07% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
1,243
shares
|
$686,384
0.46% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,237
shares
|
$683,071
0.19% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,230
shares
|
$679,206
0.17% of portfolio
|
Q3 2024
Reduced 22.64%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
1,229
shares
|
$678,653
0.33% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Nov 15, 2024 Q3 2024 |
1,225
shares
|
$676,445
0.44% of portfolio
|
Q2 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
1,215
shares
|
$670,923
0.11% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,215
shares
|
$670,923
0.09% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,215
shares
|
$670,923
0.27% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,213
shares
|
$669,818
0.03% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,210
shares
|
$668,162
0.17% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
1,206
shares
|
$665,953
0.36% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
1,206
shares
|
$665,953
0.39% of portfolio
|
Q3 2024
Added 107.22%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
1,205
shares
|
$665,401
0.07% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
1,204
shares
|
$664,848
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,202
shares
|
$663,744
0.2% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
1,198
shares
|
$661,535
0.23% of portfolio
|
Q4 2024
Reduced 15.81%
|