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Vanguard S&P 500 ETF (VOO) Institutional Ownership

Vanguard S&P 500 ETF logo
$554.46 +5.00 (+0.91%)
As of 01/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard S&P 500 ETF (NYSEARCA:VOO)

Number of
Institutional Buyers
(last 12 months)
2116
Total
Institutional Inflows
(last 12 months)
$42.34B
Number of
Institutional Sellers
(last 12 months)
1276
Total
Institutional Outflows
(last 12 months)
$17.87B
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VOO Institutional Buying and Selling by Quarter

Vanguard S&P 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Jamison Private Wealth Management Inc.1,271$685K0.1%+5.4%0.000%
1/21/2025Blue Square Asset Management LLC32,497$17.51M8.7%-1.4%0.004%
1/21/2025First Citizens Bank & Trust Co.46,774$25.20M0.4%-1.6%0.005%
1/21/2025Investment Research & Advisory Group Inc.90,865$48.96M14.7%+0.9%0.010%
1/21/2025Duncan Williams Asset Management LLC14,187$7.64M3.0%+3,146.5%0.002%
1/21/2025Precedent Wealth Partners LLC10,210$5.50M1.8%+38.2%0.001%
1/21/2025Affiance Financial LLC157,257$84.73M20.2%+0.7%0.017%
1/21/2025Moody Lynn & Lieberson LLC1,545$832K0.1%+4.0%0.000%
1/21/2025Patton Albertson Miller Group LLC2,489$1.34M0.2%+66.8%0.000%
1/21/2025Arkfeld Wealth Strategies L.L.C.2,036$1.09M0.5%+2.1%0.000%
1/21/2025Flagship Harbor Advisors LLC21,106$11.37M0.6%+1.1%0.002%
1/21/2025Juncture Wealth Strategies LLC2,220$1.20M0.4%+149.4%0.000%
1/21/2025Insight Inv LLC1,194$643K0.4%+210.1%0.000%
1/21/2025B.O.S.S. Retirement Advisors LLC67,288$36.26M10.1%+339.1%0.007%
1/21/2025Grange Capital LLC3,801$2.05M2.1%N/A0.000%
1/21/2025CFS Investment Advisory Services LLC3,592$1.94M0.2%+13.1%0.000%
1/21/2025Grimes & Company Inc.9,529$5.13M0.1%-0.7%0.001%
1/21/2025Geneos Wealth Management Inc.59,077$31.83M1.1%-2.2%0.007%
1/21/2025Accel Wealth Management4,829$2.60M1.0%+1.5%0.001%
1/21/2025Fifth Third Bancorp670,115$361.07M1.3%-6.6%0.074%
1/21/2025DGS Capital Management LLC8,207$4.42M1.1%+25.0%0.001%
1/21/2025PCG Wealth Advisors LLC905$487K0.2%+4.6%0.000%
1/21/2025Wealth Management Resources Inc.4,120$2.22M0.8%+9.0%0.000%
1/21/2025Goelzer Investment Management Inc.1,363$734K0.0%+38.8%0.000%
1/21/2025Hillcrest Wealth Advisors NY LLC90,976$49.02M23.3%-0.6%0.010%
1/21/2025Gradient Investments LLC2,172$1.17M0.0%+7.4%0.000%
1/21/2025Curated Wealth Partners LLC48,500$26.13M3.0%+9.0%0.005%
1/21/2025Liquid Strategies LLC494,570$266.48M54.9%+22.7%0.055%
1/21/2025Wheelhouse Advisory Group LLC35,201$18.97M11.6%+3.4%0.004%
1/21/2025Harel Insurance Investments & Financial Services Ltd.6,894$3.69M0.1%-1.3%0.001%
1/21/2025Midwest Financial Group LLC998$538K0.3%+84.1%0.000%
1/21/2025Exchange Traded Concepts LLC4,103$2.21M0.0%+500.7%0.000%
1/21/2025CX Institutional1,811$976K0.0%+27.9%0.000%
1/21/2025Rodgers & Associates LTD379$204K0.0%-43.4%0.000%
1/21/2025Patriot Investment Management Group Inc.5,413$2.92M0.2%+17.0%0.001%
1/21/2025Southland Equity Partners LLC7,814$4.21M1.0%+21.6%0.001%
1/21/2025Sound Income Strategies LLC6,846$3.69M0.2%+10.7%0.001%
1/21/2025LexAurum Advisors LLC11,564$6.23M1.2%+388.1%0.001%
1/21/2025RFG Advisory LLC56,266$30.32M0.9%+1.0%0.006%
1/21/2025Neumann Capital Management LLC940$506K0.2%+65.8%0.000%
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1/21/2025MFA Wealth Services689$371K0.3%N/A0.000%
1/21/2025Financial Partners Group LLC1,157$623K0.3%+6.3%0.000%
1/21/2025Wells Trecaso Financial Group LLC1,182$637K0.2%+9.2%0.000%
1/21/2025Cornerstone Wealth Management LLC6,785$3.66M0.2%+5.8%0.001%
1/21/2025Brighton Jones LLC34,524$18.60M0.5%+6.5%0.004%
1/21/2025Sterling Group Wealth Management LLC6,486$3.50M1.8%-4.8%0.001%
1/21/2025Hengehold Capital Management LLC3,823$2.06M0.2%+17.7%0.000%
1/21/2025Montecito Bank & Trust4,309$2.32M0.4%-1.3%0.000%
1/21/2025Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 90,637$48.84M8.0%+10.5%0.010%
1/17/2025 New Century Financial Group LLC9,817$5.34M2.3%-6.0%0.001%
1/17/2025 Key Client Fiduciary Advisors LLC4,248$2.29M1.0%+10.1%0.000%
1/17/2025 Apeiron RIA LLC5,586$3.01M0.8%+21.9%0.001%
1/17/2025 Secure Asset Management LLC126,121$67.96M10.3%+0.1%0.014%
1/17/2025 Red Door Wealth Management LLC6,604$3.56M0.5%+86.4%0.001%
1/17/2025 IVC Wealth Advisors LLC405$218K0.1%N/A0.000%
1/17/2025 Madrona Financial Services LLC2,428$1.31M0.4%+46.5%0.000%
1/17/2025 Capital Planning Advisors LLC11,299$6.09M0.9%+12.0%0.001%
1/17/2025 Edge Financial Advisors LLC4,486$2.42M2.2%-13.8%0.000%
1/17/2025 Trust Co. of Oklahoma10,935$5.89M1.9%+12.2%0.001%
1/17/2025 Market Street Wealth Management Advisors LLC11,505$6.20M1.0%-0.3%0.001%
1/17/2025 Baron Silver Stevens Financial Advisors LLC23,726$12.78M2.2%+2.6%0.003%
1/17/2025 Whalen Wealth Management Inc.2,383$1.28M0.9%-8.9%0.000%
1/17/2025 Avior Wealth Management LLC67,574$36.41M1.3%+4.3%0.007%
1/17/2025 Beacon Investment Advisory Services Inc.429$231K0.0%+9.4%0.000%
1/17/2025 Endeavor Private Wealth Inc.142$77K0.1%N/A0.000%
1/17/2025 Bill Few Associates Inc.7,120$3.84M1.3%+10.6%0.001%
1/17/2025 Peterson Wealth Advisors LLC1,189$647K0.1%+9.8%0.000%
1/17/2025 Teamwork Financial Advisors LLC3,793$2.04M0.3%-3.5%0.000%
1/17/2025 Mustard Seed Financial LLC2,377$1.28M1.0%+6.9%0.000%
1/17/2025 D.B. Root & Company LLC9,303$5.01M1.6%+2.2%0.001%
1/17/2025 Mutual Advisors LLC88,889$48.38M1.4%-3.8%0.010%
1/17/2025 First PREMIER Bank6,537$3.52M0.9%+5.8%0.001%
1/17/2025 Olistico Wealth LLC2,279$1.23M0.7%-1.7%0.000%
1/17/2025 Traynor Capital Management Inc.14,333$7.72M0.5%+6.6%0.002%
1/17/2025 SMI Advisory Services LLC1,975$1.06M0.2%-1.7%0.000%
1/17/2025 Independent Wealth Network Inc.6,756$3.64M1.5%+24.6%0.001%
1/17/2025 Wesbanco Bank Inc.32,697$17.62M0.6%-8.1%0.004%
1/17/2025 Janney Montgomery Scott LLC382,679$206.19M0.6%+20.3%0.042%
1/17/2025 Bartlett & CO. Wealth Management LLC315,976$170.25M2.5%+0.6%0.035%
1/17/2025 GoalVest Advisory LLC235,839$127.07M34.8%+2.5%0.026%
1/17/2025 SG Americas Securities LLC12,455$6.71M0.0%-96.6%0.001%
1/17/2025 Baker Ellis Asset Management LLC30,668$16.52M2.4%+6.4%0.003%
1/17/2025 Sharp Financial Services LLC1,144$616K0.5%+12.6%0.000%
1/17/2025 Rolek Wealth Management LLC72,206$38.91M30.5%N/A0.008%
1/17/2025 Phillips Wealth Planners LLC9,357$5.00M5.0%+7.0%0.001%
1/17/2025 Evolution Wealth Advisors LLC19,592$10.56M1.8%+3.3%0.002%
1/17/2025 Paragon Financial Partners Inc.1,073$578K0.4%+2.8%0.000%
1/17/2025 Marino Stram & Associates LLC596$321K0.1%+31.9%0.000%
1/17/2025 Westside Investment Management Inc.818$441K0.1%-9.7%0.000%
1/17/2025 Magnus Financial Group LLC13,928$7.50M0.7%+53.2%0.002%
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1/17/2025 Daymark Wealth Partners LLC132,129$71.19M2.4%+6.9%0.015%
1/17/2025 LifeGuide Financial Advisors LLC4,628$2.49M1.1%+3.1%0.001%
1/17/2025 Luts & Greenleigh Group Inc.1,049$565K0.6%+2.7%0.000%
1/17/2025 Investment Advisory Group LLC4,906$2.64M0.9%+14.5%0.001%
1/17/2025 Madison Park Capital Advisors LLC2,879$1.55M1.2%+57.6%0.000%
1/17/2025 ForthRight Wealth Management LLC75,276$40.56M13.5%-0.2%0.008%
1/17/2025 Albion Financial Group UT293,297$158.03M10.8%-2.4%0.032%
1/17/2025 ERTS Wealth Advisors LLC2,224$1.20M0.2%+117.0%0.000%
1/17/2025 Eagle Wealth Strategies LLC69,211$37.29M27.0%-1.0%0.008%
1/17/2025 Advisory Alpha LLC9,346$5.04M0.2%+3.2%0.001%
(Data available from 1/1/2016 forward)

VOO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOO shares?

During the previous two years, 3,056 institutional investors and hedge funds held shares of Vanguard S&P 500 ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($36.48B), JPMorgan Chase & Co. ($12.62B), Raymond James & Associates ($12.34B), Vanguard Group Inc. ($12.20B), Morgan Stanley ($6.72B), Envestnet Asset Management Inc. ($6.27B), and Strategic Financial Concepts LLC ($3.63B).Learn more on VOO's institutional investors.

Which institutional investors have been buying Vanguard S&P 500 ETF stock?

Of the 2,778 institutional investors that purchased Vanguard S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($199.96M), Summit Wealth Group LLC ($39.38M), Envestnet Asset Management Inc. ($29.55M), International Assets Investment Management LLC ($13.42M), JPMorgan Chase & Co. ($13.38M), Cerity Partners LLC ($8.13M), and Strategic Financial Concepts LLC ($7.24M).

How much institutional buying is happening at Vanguard S&P 500 ETF?

Institutional investors have bought a total of 419,345,135 shares in the last 24 months. This purchase volume represents approximately $174.08B in transactions.

Which Vanguard S&P 500 ETF major shareholders have been selling company stock?

Of the 1,880 institutional investors that sold Vanguard S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($29.78M), Whalerock Point Partners LLC ($7.93M), International Assets Investment Management LLC ($7.91M), JPMorgan Chase & Co. ($4.13M), Steel Grove Capital Advisors LLC ($3.20M), Clal Insurance Enterprises Holdings Ltd ($2.92M), and Fiducient Advisors LLC ($2.05M).

How much institutional selling is happening at Vanguard S&P 500 ETF?

Institutional investors have sold a total of 92,161,259 shares in the last 24 months. This volume of shares sold represents approximately $39.80B in transactions.


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This page (NYSEARCA:VOO) was last updated on 1/22/2025 by MarketBeat.com Staff
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