Skip to content
Disclosery

VOO VANGUARD INDEX FDS

Follow

COM (fund)

3,302 managers (3,337 13F filers) reported a position in VOO shares at 2025-03-31, 448,538,450 shares in all. 148 filers opened a position and 122 filers sold out during the quarter.

Managers
3,302
13F filers
3,337
New
148
Added
1,664
Reduced
1,098
Sold out
122
Shares held by filers
448,538,450

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Forthright Family Wealth Advisory LLC3,614$1.86M1.23%-54413F-HRTimeline
Sovran Advisors, LLC3,831$1.85M0.24%+50713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,767$1.85M0.02%-413F-HRTimeline
Inscription Capital, LLC3,855$1.85M0.31%13F-HRTimeline
Manuka Financial, LLC3,603$1.85M1.2%+9413F-HRTimeline
Sunesis Advisors, LLC3,599$1.85M1%013F-HRTimeline
Moloney Securities Asset Management, LLC3,599$1.85M0.25%+13713F-HRTimeline
Core Wealth Partners LLC3,579$1.84M1.07%-10513F-HRTimeline
Raab & Moskowitz Asset Management LLC3,564$1.83M0.46%-27313F-HRTimeline
Bensler, LLC3,553$1.83M0.23%-28413F-HRTimeline
Bragg Financial Advisors, Inc3,547$1.82M0.07%+95513F-HRTimeline
Passive Capital Management, LLC.3,543$1.82M0.58%-8313F-HRTimeline
BlueChip Wealth Advisors LLC3,536$1.82M0.89%+1213F-HRTimeline
Callan Capital, LLC3,528$1.81M0.13%+1713F-HRTimeline
Realta Investment Advisors3,526$1.81M0.83%+12113F-HRTimeline
Mezzasalma Advisors, LLC3,488$1.79M0.62%+88513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,483$1.79M1.36%+4113F-HRTimeline
Evelyn Partners Investment Management (…3,463$1.78M0.67%013F-HR/ATimeline
Optivise Advisory Services LLC3,437$1.77M0.99%+15613F-HRTimeline
Valtinson Bruner Financial Planning LLC3,433$1.76M0.6%+66813F-HRTimeline
Von Berge Wealth Management Group, LLC3,509$1.76M1.14%+4113F-HRTimeline
Meridian Wealth Partners, LLC3,423$1.76M0.28%-19513F-HRTimeline
Paladin Advisory Group, LLC3,423$1.76M1.41%+55813F-HRTimeline
Aviance Capital Partners, LLC3,413$1.75M0.25%+7513F-HRTimeline
Austin Wealth Management, LLC3,473$1.74M0.35%+1,54713F-HRTimeline
Calydon Capital3,384$1.74M0.32%+1213F-HRTimeline
Capital Asset Advisory Services LLC3,349$1.74M0.09%-2613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3,381$1.74M0.73%+1413F-HRTimeline
Avantax Planning Partners, Inc.3,379$1.74M0.06%+10313F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,368$1.73M0.78%+2,17313F-HRTimeline
MSH Capital Advisors LLC3,373$1.73M0.54%-99513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…3,372$1.73M0.63%+3413F-HRTimeline
Hanson & Doremus Investment Management3,370$1.73M0.25%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,366$1.73M0.06%+2,00913F-HRTimelineGroup
Nilsine Partners, LLC3,354$1.72M0.19%+12613F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,354$1.72M1.13%-12613F-HRTimeline
OARSMAN CAPITAL, INC.3,349$1.72M0.31%-91013F-HRTimeline
WEALTH EFFECTS LLC3,345$1.72M0.72%+9213F-HRTimeline
Indiana Trust & Investment Management Co3,342$1.72M0.62%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC3,339$1.72M0.04%-1613F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,338$1.72M1.04%+30113F-HRTimeline
Aspen Wealth Management LLC3,337$1.71M0.49%+1213F-HRTimeline
Roger Wittlin Investment Advisory, LLC3,334$1.71M1%+14313F-HRTimeline
AWM CAPITAL, LLC3,330$1.71M0.2%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,325$1.71M0.5%+18013F-HRTimeline
Washington Trust Bank3,318$1.71M0.17%+2,90913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Leelyn Smith, LLC3,318$1.71M0.3%013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC3,317$1.7M0.66%+113F-HR/ATimeline
Granite FO LLC3,315$1.7M0.97%+1,02613F-HRTimeline
Frank, Rimerman Advisors LLC3,312$1.7M0.13%-1,40113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,434$1.7M0.37%+2413F-HRTimeline
Sightline Wealth Advisors, LLC3,305$1.7M0.9%+57813F-HRTimeline
Occidental Asset Management, LLC3,302$1.7M0.26%-1,69413F-HRTimeline
Rossby Financial, LCC3,337$1.69M0.73%-1,37213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,286$1.69M0.15%013F-HRTimeline
WealthTrak Capital Management LLC3,276$1.68M1.45%-16313F-HRTimeline
Teamwork Financial Advisors, LLC3,276$1.68M0.23%-51713F-HRTimeline
Diversified Portfolios, Inc.3,274$1.68M0.18%+25113F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,247$1.67M0.05%+2613F-HRTimeline
Bedel Financial Consulting, Inc.3,248$1.67M0.24%+29613F-HRTimeline
Asset Advisors Investment Management, L…3,241$1.67M0.17%-1,25013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.3,232$1.66M0.29%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,228$1.66M0.1%13F-HRTimeline
Heritage Financial Services, LLC3,226$1.66M0.16%-513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,222$1.66M0.95%+25613F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.3,206$1.65M0.83%-95113F-HRTimelineGroup
Fortis Capital Management LLC3,203$1.65M0.32%-513F-HRTimeline
Clearview Wealth Advisors LLC3,200$1.64M1.23%-10513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.3,196$1.64M0.79%+69313F-HRTimeline
MontVue Capital Management, Inc.3,195$1.64M1.31%-10313F-HRTimeline
Total Clarity Wealth Management, Inc.3,042$1.64M0.54%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co3,187$1.64M<0.01%+2,30313F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC3,187$1.64M0.02%-19913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,183$1.64M1.86%+2813F-HRTimeline
SPINNAKER TRUST3,182$1.64M0.11%-47413F-HRTimeline
Fortress Wealth Management, Inc.3,174$1.63M0.85%013F-HRTimeline
Peak Planning Group, LLC3,171$1.63M0.69%+92313F-HRTimeline
Integrated Capital Management, LLC3,168$1.63M0.9%-27813F-HRTimeline
Confluence Wealth Services, Inc.3,305$1.63M0.1%+13013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,163$1.63M<0.01%+41513F-HRTimelineGroup
PTM WEALTH MANAGEMENT, LLC3,554$1.62M1.71%13F-HRTimeline
LJI Wealth Management, LLC3,152$1.62M0.32%+7613F-HRTimeline
Shade Tree Advisors LLC3,138$1.61M1.6%-1,19913F-HRTimeline
River Wealth Advisors LLC3,137$1.61M0.22%-53013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,136$1.61M0.03%+21413F-HRTimelineGroup
NOVEM GROUP3,135$1.61M0.23%+51613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC3,131$1.61M0.27%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,123$1.6M0.93%+28813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,121$1.6M0.12%013F-HRTimeline
Apriem Advisors3,104$1.6M0.19%+113F-HRTimeline
TruNorth Capital Management, LLC3,101$1.59M0.4%+2,92913F-HRTimeline
Ellis Investment Partners, LLC3,099$1.59M0.33%-3,94613F-HRTimeline
Ruedi Wealth Management, Inc.3,098$1.59M0.5%new13F-HRTimeline
Destiny Wealth Partners, LLC3,094$1.59M0.25%013F-HRTimeline
Weinberger Asset Management, Inc3,091$1.59M0.68%-4613F-HRTimeline
Hassell Wealth Management, LLC3,196$1.58M0.68%-26313F-HRTimeline
Falcon Wealth Planning3,077$1.58M0.18%-9013F-HRTimeline
Intelligence Driven Advisers, LLC3,076$1.58M0.3%+2,07313F-HRTimeline
Horan Securities, Inc.3,057$1.57M0.59%+813F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC3,052$1.57M0.22%-46813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Heritage Wealth Management, Inc. /CA/3,035$1.56M1.33%+9213F-HRTimeline
Horizon Family Wealth, Inc.3,024$1.55M1.04%-15813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,023$1.55M0.31%-4713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,141$1.55M0.71%+35713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC3,019$1.55M0.7%-38113F-HRTimeline
Premier Path Wealth Partners, LLC3,009$1.55M0.24%+19613F-HRTimeline
Madison Park Capital Advisors, LLC3,007$1.55M1.36%+12813F-HRTimeline
Tamar Securities, LLC3,005$1.54M0.21%+7413F-HRTimeline
NDVR, Inc.2,995$1.54M1.57%013F-HRTimeline
Cascade Financial Partners, LLC2,994$1.54M0.19%+7513F-HRTimeline
Chesley Taft & Associates LLC2,989$1.54M0.07%-12713F-HRTimeline
Darrow Company, Inc.3,003$1.53M0.86%013F-HRTimeline
HFG Advisors, Inc.2,984$1.53M1.31%-11013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP2,981$1.53M1.03%+4013F-HRTimelineGroup
Meridian Wealth Advisors, LLC2,981$1.53M0.26%-4,39413F-HRTimeline
Stonebridge Financial Planning Group, L…2,979$1.53M0.7%-11413F-HRTimeline
Virtus Wealth Solutions LLC2,955$1.52M0.46%+1413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,950$1.52M<0.01%013F-HRTimelineGroup
CHERRYDALE WEALTH MANAGEMENT, LLC2,947$1.51M0.6%+1113F-HRTimeline
Financial Advisory Corp2,936$1.51M0.25%+113F-HRTimeline
Willis Johnson & Associates, Inc.2,934$1.51M0.11%+51813F-HRTimeline
TFR Capital, LLC.2,929$1.51M0.63%-22113F-HRTimeline
Martin Worley Group2,911$1.5M0.85%+42913F-HRTimeline
Van Cleef Asset Management,Inc2,911$1.5M0.17%-1413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,900$1.5M0.2%new13F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…2,906$1.49M0.53%+1113F-HRTimeline
Quadrant Private Wealth Management, LLC2,896$1.49M0.37%+47313F-HRTimeline
Mullaney, Keating & Wright, Inc.2,888$1.48M1%+13713F-HRTimeline
Trueblood Wealth Management, LLC2,887$1.48M0.69%+55113F-HRTimeline
Cheviot Value Management, LLC2,864$1.48M0.18%new13F-HRTimeline
Rappaport Reiches Capital Management, L…2,885$1.48M0.37%+5513F-HRTimeline
Redhawk Wealth Advisors, Inc.2,874$1.48M0.2%+8813F-HRTimeline
Enterprise Bank & Trust Co2,860$1.47M0.57%+9713F-HRTimeline
Portside Wealth Group, LLC2,859$1.47M0.24%+6213F-HR/ATimeline
Clearstead Trust, LLC2,859$1.47M0.33%-613F-HRTimeline
Beirne Wealth Consulting Services, LLC2,856$1.47M0.52%+913F-HRTimeline
Hamilton Point Investment Advisors, LLC2,855$1.47M0.26%-8013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,778$1.47M0.13%013F-HRTimeline
LIBRA WEALTH LLC2,849$1.46M0.55%013F-HRTimeline
Orcam Financial Group2,841$1.46M1.37%+22813F-HRTimeline
Marks Group Wealth Management, Inc2,839$1.46M0.14%-8613F-HRTimeline
Round Rock Advisors LLC2,833$1.46M0.27%-47113F-HRTimeline
Watts Gwilliam & Co., LLC2,831$1.46M0.32%+3313F-HRTimeline
HMS Capital Management, LLC3,135$1.45M0.81%-1913F-HRTimeline
Almanack Investment Partners, LLC.2,826$1.45M0.29%-4,99213F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.2,820$1.45M0.15%+56813F-HRTimeline
Towne Trust Company, N.A2,810$1.44M0.51%+38713F-HRTimeline
Sensible Money, LLC2,810$1.44M0.62%+20713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,804$1.44M0.15%-713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,989$1.44M0.31%+1,73613F-HRTimeline
Clarity Wealth Advisors, LLC2,797$1.44M0.4%+31213F-HRTimeline
RiverFront Investment Group, LLC2,795$1.44M0.03%+90013F-HRTimeline
Kooman & Associates2,793$1.44M0.53%-513F-HRTimeline
1ST SOURCE BANK2,791$1.43M0.08%+16313F-HRTimeline
Latitude Advisors, LLC2,790$1.43M0.83%+83713F-HRTimeline
Pacific Center for Financial Services2,788$1.43M0.38%+62913F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,785$1.43M1.14%+113F-HRTimelineGroup
Inman Jager Wealth Management, LLC2,779$1.43M1.07%-10113F-HRTimeline
Strategic Financial Partners, Ltd.2,770$1.42M0.75%+4913F-HRTimeline
LifeGoal Investments, LLC2,949$1.42M1.53%-17313F-HRTimeline
Wick Capital Partners, LLC2,754$1.42M0.42%-25913F-HRTimeline
Compass Ion Advisors, LLC2,751$1.41M0.17%-18113F-HRTimeline
Schiavi & Co LLC2,749$1.41M0.52%new13F-HRTimeline
IPG Investment Advisors LLC2,745$1.41M0.32%+64513F-HRTimeline
Riverview Trust Co2,740$1.41M1.39%013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC2,739$1.41M0.3%+1513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,739$1.41M0.07%-86813F-HRTimelineGroup
MARIETTA INVESTMENT PARTNERS LLC2,738$1.41M0.34%-1413F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.2,814$1.4M0.61%+77813F-HRTimeline
BetterWealth, LLC2,730$1.4M0.39%-2013F-HRTimeline
WOLFF WIESE MAGANA LLC2,726$1.4M0.95%+55913F-HRTimeline
Bonfire Financial2,725$1.4M1.29%+44513F-HRTimeline
Sabal Trust CO2,715$1.4M0.08%-3313F-HRTimeline
Claris Financial LLC2,588$1.39M0.92%013F-HRTimeline
Verisail Partners, LLC2,711$1.39M0.64%+4513F-HRTimeline
HHM Wealth Advisors, LLC2,708$1.39M0.19%+4913F-HRTimeline
Ardmore Road Asset Management LP2,700$1.39M0.14%-4,40013F-HRTimeline
NorthCrest Asset Manangement, LLC2,696$1.39M0.04%-7613F-HRTimeline
Consolidated Portfolio Review Corp2,681$1.38M0.22%+31013F-HRTimeline
Private Wealth Partners, LLC2,675$1.37M0.11%+5413F-HRTimeline
Chemistry Wealth Management LLC2,674$1.37M0.32%+113F-HRTimeline
Brooklyn Investment Group2,646$1.36M0.29%+1,10913F-HRTimeline
Smith Salley Wealth Management2,641$1.36M0.09%+99413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,639$1.36M0.04%+16813F-HRTimelineGroup
Grey Ledge Advisors, LLC2,634$1.35M0.36%-11213F-HRTimeline
Independence Financial Advisors, LLC2,624$1.35M0.51%13F-HRTimeline
BHK Investment Advisors, LLC2,617$1.34M0.57%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC2,615$1.34M0.42%+113F-HRTimeline
Aspect Partners, LLC2,615$1.34M0.77%+1,57513F-HRTimeline
CIBC WORLD MARKETS CORP2,613$1.34M0.01%+2013F-HRTimeline
Valley Financial Group, Inc.2,612$1.34M0.89%+213F-HRTimeline
Magnolia Private Wealth, LLC2,610$1.34M1.13%+7413F-HRTimeline
CFC Planning Co LLC2,606$1.34M1.46%+7213F-HR/ATimeline
ECLECTIC ASSOCIATES INC /ADV2,604$1.34M0.36%+713F-HRTimeline
BlackDiamond Wealth Management, LLC2,578$1.34M0.9%+2613F-HRTimeline
EagleClaw Capital Managment, LLC2,592$1.33M0.21%013F-HRTimeline
Corundum Group, Inc.2,591$1.33M0.64%-2,26113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,588$1.33M1.51%+5013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,566$1.32M<0.01%+1,84413F-HRTimelineGroup
Castleview Partners, LLC2,563$1.32M0.89%+1,27813F-HRTimeline