Skip to content
Disclosery

VOO VANGUARD INDEX FDS

Follow

COM (fund)

3,296 managers (3,328 13F filers) reported a position in VOO shares at 2024-12-31, 430,124,354 shares in all. 167 filers opened a position and 80 filers sold out during the quarter.

Managers
3,296
13F filers
3,328
New
167
Added
1,555
Reduced
899
Sold out
80
Shares held by filers
430,124,354

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LOUISBOURG INVESTMENTS INC.10,389$5.6M1.47%+84613F-HRTimeline
FIRST AMERICAN TRUST, FSB10,372$5.59M0.56%+3,42313F-HRTimeline
CRA Financial Services, LLC10,371$5.59M0.96%+1,91413F-HRTimeline
Bank of New Hampshire10,356$5.58M1.44%+32013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,337$5.57M1.61%13F-HRTimeline
PARK NATIONAL CORP /OH/10,336$5.57M0.2%-76513F-HRTimeline
Advisors Capital Management, LLC10,325$5.56M0.09%+1,83913F-HRTimeline
WealthCare Investment Partners, LLC10,347$5.56M2.43%-8013F-HRTimeline
Anchor Investment Management, LLC10,318$5.56M0.52%+14713F-HRTimeline
Stegner Investment Associates Inc.10,245$5.52M3.65%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRECEDENT WEALTH PARTNERS, LLC10,210$5.5M1.79%+2,82013F-HRTimeline
Everest Private Wealth10,161$5.47M4.82%13F-HRTimeline
Custos Family Office, LLC10,129$5.46M1.91%+613F-HRTimeline
Vantage Financial Partners, LLC10,110$5.45M1.36%-1,31313F-HRTimeline
WCG Wealth Advisors LLC10,109$5.45M0.36%-34313F-HRTimeline
Worth Asset Management, LLC10,075$5.43M2.9%+1,05713F-HRTimeline
Kinloch Capital, LLC10,064$5.42M2.72%-35613F-HRTimeline
SAX WEALTH ADVISORS, LLC10,058$5.42M0.42%+77713F-HRTimeline
Werba Rubin Papier Wealth Management10,018$5.4M1.27%+37913F-HRTimeline
Leo Wealth, LLC10,006$5.39M0.48%+52813F-HRTimeline
Global Assets Advisory, LLC10,027$5.39M2.98%-3813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,998$5.39M0.11%+1,34113F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC9,942$5.36M0.31%-713F-HRTimeline
New Century Financial Group, LLC9,817$5.34M2.27%-62313F-HRTimeline
Omnia Family Wealth, LLC9,916$5.34M2.21%+6813F-HR/ATimeline
WATERS PARKERSON & CO., LLC9,913$5.34M0.28%+44713F-HRTimeline
CIDEL ASSET MANAGEMENT INC9,906$5.34M0.36%013F-HRTimeline
Hutchens & Kramer Investment Management…9,829$5.3M2.87%+23213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,829$5.3M-1,910Timeline
BFSG, LLC9,824$5.29M0.62%+713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC9,824$5.29M1.23%-53013F-HRTimeline
Cutter & CO Brokerage, Inc.9,822$5.29M1.29%-39913F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC9,811$5.29M4.03%+1,02513F-HRTimeline
Single Point Partners, LLC9,792$5.28M1.21%new13F-HRTimeline
Fermata Advisors, LLC9,791$5.28M0.99%-2,67613F-HRTimeline
CERTUITY, LLC9,788$5.27M0.57%-6,85713F-HRTimeline
Gouws Capital LLC9,732$5.24M3.6%-7813F-HRTimeline
Bluesphere Advisors LLC9,705$5.23M2.56%-2,40513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC9,705$5.23M0.93%+613F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC9,704$5.23M3.35%+1,54413F-HRTimeline
Douglass Winthrop Advisors, LLC9,657$5.2M0.1%+77313F-HRTimeline
Qube Research & Technologies Ltd9,638$5.19M0.01%+2,83713F-HRTimeline
MACKENZIE FINANCIAL CORP9,637$5.19M0.01%-19213F-HR/ATimeline
Vernal Point Advisors, LLC9,628$5.19M3.56%013F-HRTimeline
KITCHING PARTNERS, LLC9,615$5.18M6.63%+2,50713F-HRTimeline
Wiser Advisor Group LLC9,574$5.16M7.5%-50913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC9,569$5.16M0.17%+22013F-HRTimeline
Peregrine Asset Advisers, Inc.9,537$5.14M1.89%-26213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,529$5.13M0.15%-6513F-HRTimeline
RW Investment Management LLC9,527$5.13M0.63%+1,07213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,527$5.13M0.6%+25613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …9,499$5.12M0.09%+1,45813F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC9,449$5.09M0.21%-31613F-HRTimeline
Financial Advocates Investment Manageme…9,402$5.07M0.29%+44213F-HRTimeline
ICW Investment Advisors LLC9,393$5.06M2.11%+5413F-HRTimeline
Aaron Wealth Advisors LLC9,380$5.05M0.59%+1,12713F-HRTimeline
Advisory Alpha, LLC9,346$5.04M0.18%+28813F-HRTimeline
Cordatus Wealth Management LLC9,347$5.04M1.33%new13F-HRTimeline
Quadcap Wealth Management, LLC9,342$5.03M0.74%-14313F-HRTimeline
Ariston Services Group9,305$5.01M4.34%+27613F-HRTimeline
D.B. Root & Company, LLC9,303$5.01M1.59%+20313F-HRTimeline
Phillips Wealth Planners LLC9,357$5M4.99%+61513F-HRTimeline
Blue Edge Capital, LLC9,245$4.98M0.78%+5213F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.9,230$4.97M2.94%+84513F-HRTimeline
Heritage Trust Co9,222$4.97M0.59%13F-HRTimeline
Apella Capital, LLC9,190$4.95M0.19%+11913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…9,168$4.94M1.49%+6,86713F-HRTimeline
Christensen, King & Associates Investme…8,900$4.92M2.31%+28713F-HRTimeline
Fonville Wealth Management LLC9,097$4.9M1.62%-13313F-HRTimeline
MorganRosel Wealth Management, LLC9,057$4.88M1.6%+97413F-HRTimeline
UMB Bank, n.a.9,045$4.87M0.08%-85113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
United Advisor Group, LLC9,012$4.86M0.96%+3,14813F-HRTimeline
SRH ADVISORS, LLC8,978$4.84M1.43%013F-HRTimeline
RKL Wealth Management LLC8,967$4.83M0.43%+67513F-HRTimeline
Klingman & Associates, LLC8,947$4.82M0.3%+31513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,886$4.79M0.6%-19013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC8,874$4.78M2.76%+3713F-HRTimeline
JTC Employer Solutions Trustee Ltd8,837$4.78M0.34%013F-HRTimeline
Ignite Planners, LLC8,781$4.78M1.05%+43013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,864$4.78M0.12%+32513F-HRTimelineGroup
Arrowroot Family Office, LLC8,860$4.77M2.48%-1,20613F-HRTimeline
Eagle Strategies LLC8,832$4.76M0.82%+13813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,823$4.75M0.6%+6,88313F-HRTimeline
Baldwin Investment Management, LLC8,799$4.74M0.62%new13F-HRTimeline
Moors & Cabot, Inc.8,794$4.74M0.23%+69013F-HRTimeline
Insight Advisors, LLC/ PA8,757$4.74M0.81%+47313F-HRTimeline
Generation Capital Management LLC8,765$4.72M4.05%13F-HRTimeline
SeaBridge Investment Advisors LLC8,720$4.7M0.98%+8,30513F-HRTimeline
Ledgewood Wealth Advisors, LLC8,690$4.68M3.02%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC8,656$4.66M0.36%-9813F-HRTimeline
Legacy Financial Strategies, LLC8,637$4.64M1%+37013F-HRTimeline
Modus Advisors, LLC8,594$4.63M1.45%-88213F-HRTimeline
Jacobi Capital Management LLC8,591$4.63M0.35%-19413F-HRTimeline
IMG Wealth Management, Inc.8,550$4.61M4.26%13F-HRTimeline
Grant/GrossMendelsohn, LLC8,541$4.6M2.41%+83713F-HRTimeline
Merriman Wealth Management, LLC8,516$4.59M0.19%-2613F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC8,510$4.59M1.97%+42413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.8,500$4.58M0.42%013F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC8,493$4.58M1.06%+4813F-HRTimeline
Sagace Wealth Management LLC8,484$4.57M3.43%+4113F-HRTimeline
Tyche Wealth Partners LLC8,458$4.56M0.96%-23713F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,442$4.55M0.49%13F-HRTimeline
Milestone Asset Management Group, LLC8,436$4.55M4.06%13F-HRTimeline
Axis Wealth Partners, LLC8,413$4.53M3.82%13F-HRTimeline
Aventura Private Wealth, LLC8,400$4.53M2.44%13F-HRTimeline
Mayflower Financial Advisors, LLC8,399$4.53M0.68%+56513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,380$4.52M0.07%+1,55913F-HR/ATimelineGroup
Legacy Edge Advisors, LLC8,340$4.51M0.72%-19213F-HRTimeline
HANOVER ADVISORS INC8,347$4.5M1.89%+3,09313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,144$4.49M0.69%-22113F-HRTimeline
Root Financial Partners, LLC8,278$4.46M0.55%+1,22713F-HRTimeline
Black Diamond Financial, LLC8,273$4.46M0.67%+1,77013F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC8,269$4.46M0.66%-23713F-HRTimeline
PDS Planning, Inc8,258$4.45M0.4%+24313F-HRTimeline
Xcel Wealth Management, LLC8,257$4.45M1.23%-413F-HRTimeline
Midwest Financial Network, LLC8,237$4.44M4.61%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…7,960$4.42M1.63%+1,58513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC8,207$4.42M1.11%+1,64113F-HRTimelineGroup
Clarity Capital Advisors, LLC8,203$4.42M2.96%+65313F-HRTimeline
SIGNATUREFD, LLC8,148$4.39M0.08%+1,98913F-HRTimeline
CFM WEALTH PARTNERS LLC8,136$4.38M0.74%+18513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.8,132$4.38M0.01%013F-HRTimelineGroup
EASTERN BANK8,130$4.38M0.08%+213F-HRTimeline
Elevate Capital Advisors, LLC8,116$4.37M3.85%13F-HRTimeline
Comprehensive Financial Planning, Inc./…8,108$4.37M3.69%13F-HRTimeline
SYON CAPITAL LLC8,106$4.37M0.39%+5113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH8,097$4.36M1.21%013F-HRTimeline
Next Capital Management LLC8,093$4.36M1.79%+21913F-HRTimeline
Palisade Asset Management, LLC8,078$4.35M0.44%-4913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.8,078$4.35M1.67%-42613F-HRTimeline
Frisch Financial Group, Inc.8,057$4.34M1.31%-2113F-HRTimeline
Well Done, LLC8,189$4.32M0.79%013F-HRTimeline
Private Advisory Group LLC8,006$4.31M0.48%-28813F-HR/ATimeline
FAS Wealth Partners, Inc.8,006$4.31M0.36%+113F-HRTimeline
Sawyer & Company, Inc7,993$4.31M1.59%+46313F-HRTimeline
Signal Advisors Wealth, LLC7,993$4.31M0.49%-8913F-HRTimeline
Clarity Capital Partners LLC7,985$4.3M2.23%+79513F-HRTimeline
Sovereign Financial Group, Inc.7,982$4.3M0.99%+14413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7,962$4.29M1.57%+4013F-HRTimeline
Caldwell Trust Co7,960$4.29M0.45%013F-HRTimeline
25 LLC7,954$4.29M1.81%-88113F-HRTimeline
Ausdal Financial Partners, Inc.7,936$4.28M0.37%+1,29213F-HRTimeline
Bath Savings Trust Co7,920$4.27M0.43%+3013F-HRTimeline
Minot DeBlois Advisors LLC7,886$4.25M3.88%13F-HRTimeline
Cercano Management LLC7,883$4.25M0.11%-3,05213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp7,881$4.25M0.6%+25513F-HRTimelineGroup
CULLINAN ASSOCIATES INC7,830$4.22M0.27%-81113F-HRTimeline
Almanack Investment Partners, LLC.7,818$4.21M0.65%-31,46313F-HRTimeline
M3 Advisory Group, LLC7,816$4.21M3.02%+55713F-HRTimeline
Southland Equity Partners LLC7,814$4.21M0.98%+1,38813F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC7,808$4.21M2.98%+46613F-HRTimeline
Quartz Partners, LLC7,803$4.2M2.56%+54913F-HRTimeline
Gradient Capital Advisors, LLC7,789$4.2M1.35%-28213F-HRTimeline
Welch Group, LLC7,617$4.12M0.19%-77013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.7,646$4.12M0.32%+92213F-HRTimeline
New Covenant Trust Company, N.A.7,559$4.09M4.06%-24513F-HRTimeline
Clear Creek Financial Management, LLC7,583$4.09M0.44%-49713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,574$4.08M0.68%-1,09213F-HRTimeline
AMI INVESTMENT MANAGEMENT INC7,567$4.08M1.32%-64513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC7,562$4.07M1.53%+19113F-HRTimeline
Bedell Frazier Investment Counselling, …7,554$4.07M1.01%+6,22413F-HRTimeline
Callan Family Office, LLC7,544$4.06M0.26%-1,26013F-HRTimeline
Family Investment Center, Inc.7,530$4.06M1.03%+37813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC7,525$4.05M2.05%-6713F-HRTimeline
Wellspring Financial Advisors, LLC608,695$4.05M0.42%+67,59113F-HRTimeline
OBSIDIAN CIO, LLC7,513$4.05M0.74%+70813F-HRTimeline
Northstar Advisory Group, LLC7,505$4.04M2.06%+66613F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC7,501$4.04M3.83%13F-HRTimeline
Sage Capital Advisors,llc7,485$4.03M1.05%+5713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC7,485$4.03M2.18%+89413F-HRTimeline
McAdam, LLC7,480$4.03M0.22%+43513F-HRTimeline
Maia Wealth LLC7,302$4.03M0.87%-44113F-HRTimeline
Fee-Only Financial Planning, L.C.7,463$4.02M2.6%-18313F-HRTimeline
Astra Wealth Partners LLC7,449$4.01M3.79%13F-HRTimeline
WESPAC Advisors, LLC7,440$4.01M2.95%+6,83113F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,421$4M0.26%-6913F-HRTimeline
Meridian Wealth Advisors, LLC7,375$3.97M0.66%+5,26713F-HRTimeline
BURLING WEALTH PARTNERS, LLC7,374$3.97M0.81%13F-HRTimeline
Berry Wealth Group, LP7,364$3.97M2.86%-35213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,328$3.96M0.37%+73413F-HRTimeline
Saxony Capital Management, LLC7,355$3.96M3.49%+1,14413F-HRTimeline
Ridgewood Investments LLC7,355$3.96M1.91%-6613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,330$3.95M3.25%+86013F-HRTimeline
Welch & Forbes LLC7,283$3.92M0.05%+4,42313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,278$3.92M0.17%+42913F-HRTimeline
Security National Bank7,278$3.92M0.56%013F-HRTimeline
Keebeck Wealth Management7,277$3.92M0.57%+27813F-HRTimeline
Etesian Wealth Advisors, Inc.7,273$3.92M1.73%-3613F-HRTimeline
HCR Wealth Advisors7,259$3.91M0.49%+4,74513F-HRTimeline
Prospect Financial Group LLC7,254$3.91M4.81%13F-HRTimeline
Edgestream Partners, L.P.7,241$3.9M0.17%-5,15413F-HRTimeline
Belmont Capital, LLC7,230$3.9M0.63%+2,24113F-HRTimeline
Arax Advisory Partners7,225$3.89M0.25%+6,25713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC7,219$3.89M2.91%13F-HRTimeline
Warwick Investment Management, Inc.7,176$3.87M0.8%-7713F-HRTimeline
CRUX WEALTH ADVISORS7,130$3.84M2.14%13F-HRTimeline
Bill Few Associates, Inc.7,120$3.84M1.35%+68413F-HRTimeline
ADAPT WEALTH ADVISORS, LLC7,118$3.84M1.89%-16013F-HRTimeline
Heritage Wealth Advisors7,105$3.83M0.19%-48,39613F-HRTimeline
Ardmore Road Asset Management LP7,100$3.83M0.56%new13F-HRTimeline