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 3,155 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 $216 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
830
shares
|
$453,279
0.21% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
829
shares
|
$452,733
0.03% of portfolio
|
Q3 2024
Added 22.09%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
828
shares
|
$452,187
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
824
shares
|
$450,002
0.38% of portfolio
|
Q1 2024
Added 9.87%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
824
shares
|
$450,002
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
821
shares
|
$448,364
0.12% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
818
shares
|
$446,726
17.06% of portfolio
|
Q4 2023
Reduced 92.3%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
816
shares
|
$445,633
0.33% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
813
shares
|
$443,995
0.26% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
812
shares
|
$443,449
0.2% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
812
shares
|
$443,449
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
809
shares
|
$441,811
0.06% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
807
shares
|
$440,718
0.18% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
805
shares
|
$439,626
0.04% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
803
shares
|
$438,534
0.08% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
798
shares
|
$435,803
0.4% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
798
shares
|
$435,803
2.13% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
793
shares
|
$433,073
0.07% of portfolio
|
Q2 2024
Reduced 96.9%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
792
shares
|
$432,527
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
791
shares
|
$431,980
0.04% of portfolio
|
Q3 2024
Reduced 50.09%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
791
shares
|
$431,980
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
789
shares
|
$430,888
0.15% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
789
shares
|
$430,888
0.17% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
789
shares
|
$430,888
0.08% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
788
shares
|
$430,342
0.27% of portfolio
|
Q3 2024
Added 90.34%
|