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 3,156 institutions that hold shares in the stock, with a total of 395 Million shares, which have been reported (via 13F filing form) to have a value of $213 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
906
shares
|
$488,161
0.1% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
905
shares
|
$487,623
0.32% of portfolio
|
Q3 2022
Reduced 70.02%
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
902
shares
|
$486,006
0.3% of portfolio
|
Q3 2024
Added 52.62%
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
901
shares
|
$485,467
0.17% of portfolio
|
Q3 2024
Added 5.38%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
901
shares
|
$485,467
0.19% of portfolio
|
Q3 2024
Added 36.52%
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
900
shares
|
$484,928
0.16% of portfolio
|
Q3 2024
Added 28.57%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
899
shares
|
$484,390
0.08% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
898
shares
|
$483,851
0.08% of portfolio
|
Q3 2024
Added 38.58%
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Aug 06, 2024 Q2 2024 |
898
shares
|
$483,851
0.35% of portfolio
|
Q1 2024
Added 45.15%
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
897
shares
|
$483,312
0.45% of portfolio
|
Q3 2022
Added 3.46%
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
895
shares
|
$482,234
0.06% of portfolio
|
Q3 2024
Added 7.7%
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
895
shares
|
$482,234
0.33% of portfolio
|
Q3 2024
Added 0.11%
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
894
shares
|
$481,696
0.23% of portfolio
|
Q3 2024
Added 122.39%
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
894
shares
|
$481,696
0.28% of portfolio
|
Q1 2022
Reduced 10.96%
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
891
shares
|
$480,079
0.21% of portfolio
|
Q4 2023
Reduced 27.09%
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
890
shares
|
$479,540
0.18% of portfolio
|
Q3 2024
New holding
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
887
shares
|
$477,924
0.12% of portfolio
|
Q4 2023
Added 1.07%
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
886
shares
|
$477,385
0.25% of portfolio
|
Q2 2024
Added 5.73%
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
884
shares
|
$476,308
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
883
shares
|
$475,769
0.17% of portfolio
|
Q2 2024
Reduced 11.7%
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
881
shares
|
$474,691
0.03% of portfolio
|
Q3 2024
Added 6.92%
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
880
shares
|
$474,152
0.11% of portfolio
|
Q3 2024
Added 0.34%
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
879
shares
|
$473,613
0.12% of portfolio
|
Q3 2024
New holding
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
875
shares
|
$471,458
0.11% of portfolio
|
Q3 2024
Added 0.11%
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
869
shares
|
$468,225
0.35% of portfolio
|
Q4 2023
Reduced 2.47%
|