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 |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
675
shares
|
$368,631
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
674
shares
|
$368,084
0.09% of portfolio
|
Q1 2024
Reduced 12.92%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
674
shares
|
$368,084
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
672
shares
|
$366,992
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
672
shares
|
$366,992
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
671
shares
|
$366,446
0.2% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
671
shares
|
$366,446
0.07% of portfolio
|
Q1 2024
Reduced 34.28%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
670
shares
|
$365,900
0.04% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
669
shares
|
$365,354
0.14% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
669
shares
|
$365,354
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
669
shares
|
$365,354
0.15% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
668
shares
|
$364,808
0.06% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
668
shares
|
$364,808
0.14% of portfolio
|
Q2 2024
Added 18.23%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
667
shares
|
$364,262
0.1% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
667
shares
|
$364,262
0.25% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
667
shares
|
$364,262
0.39% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
663
shares
|
$362,077
0.07% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
663
shares
|
$362,077
0.16% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
663
shares
|
$362,077
0.21% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
662
shares
|
$361,531
0.2% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
661
shares
|
$360,985
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
661
shares
|
$360,985
0.11% of portfolio
|
Q3 2024
Reduced 52.85%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
659
shares
|
$359,893
0.22% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
658
shares
|
$359,346
0.08% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
658
shares
|
$359,346
0.1% of portfolio
|
Q2 2024
Reduced 12.03%
|