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 |
---|---|---|---|---|---|
Concorde Financial Corp
Dallas, TX |
Nov 14, 2024 Q3 2024 |
749
shares
|
$409,043
0.25% of portfolio
|
Q3 2024
New holding
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
749
shares
|
$409,043
0.13% of portfolio
|
Q3 2024
Added 29.58%
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
744
shares
|
$406,313
0.15% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
744
shares
|
$406,313
0.13% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
743
shares
|
$405,767
0.05% of portfolio
|
Q3 2024
Reduced 53.39%
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
742
shares
|
$405,221
0.26% of portfolio
|
Q3 2024
New holding
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
742
shares
|
$405,221
0.1% of portfolio
|
Q3 2024
Added 0.41%
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
740
shares
|
$404,128
0.2% of portfolio
|
Q4 2023
Reduced 11.9%
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
739
shares
|
$403,582
0.05% of portfolio
|
Q3 2024
New holding
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
735
shares
|
$401,398
0.2% of portfolio
|
Q3 2024
Added 0.27%
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
734
shares
|
$400,852
0.08% of portfolio
|
Q3 2024
New holding
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
734
shares
|
$400,852
0.44% of portfolio
|
Q3 2024
Added 634.0%
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
733
shares
|
$400,305
0.04% of portfolio
|
Q2 2024
New holding
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
730
shares
|
$398,667
0.2% of portfolio
|
Q3 2024
Added 15.14%
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
728
shares
|
$397,575
0.06% of portfolio
|
Q3 2024
Added 18.95%
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
728
shares
|
$397,575
0.3% of portfolio
|
Q3 2024
Added 18.57%
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
725
shares
|
$395,937
0.07% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
721
shares
|
$393,752
0.18% of portfolio
|
Q1 2024
Added 14.08%
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
714
shares
|
$389,929
0.08% of portfolio
|
Q3 2024
New holding
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
713
shares
|
$389,383
0.3% of portfolio
|
Q4 2023
New holding
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
710
shares
|
$387,745
0.14% of portfolio
|
Q3 2024
Added 16.39%
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
709
shares
|
$387,199
0.02% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
707
shares
|
$386,106
0.03% of portfolio
|
Q2 2024
New holding
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
706
shares
|
$385,560
0.3% of portfolio
|
Q3 2024
Added 0.43%
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
700
shares
|
$382,284
0.01% of portfolio
|
Q3 2024
New holding
|