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 $218 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
177,307
shares
|
$98 Million
8.22% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
177,300
shares
|
$98 Million
4.35% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
177,074
shares
|
$97.9 Million
6.25% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
175,096
shares
|
$96.8 Million
22.85% of portfolio
|
Q3 2024
Added 41391.94%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
174,972
shares
|
$96.7 Million
16.69% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
173,603
shares
|
$96 Million
2.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
173,331
shares
|
$95.8 Million
2.24% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Southern Farm Bureau Life Insurance
|
Oct 18, 2024 Q3 2024 |
173,225
shares
|
$95.8 Million
14.36% of portfolio
|
Q3 2023
Reduced 41.2%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
172,476
shares
|
$95.3 Million
17.06% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
172,089
shares
|
$95.1 Million
0.53% of portfolio
|
Q3 2024
Added 427.86%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
171,880
shares
|
$95 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
171,579
shares
|
$94.9 Million
9.35% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
170,191
shares
|
$94.1 Million
30.77% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
170,038
shares
|
$94 Million
8.67% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
167,533
shares
|
$92.6 Million
19.78% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
166,091
shares
|
$91.8 Million
2.37% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
163,400
shares
|
$90.3 Million
16.34% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
162,376
shares
|
$89.8 Million
8.84% of portfolio
|
Q3 2024
Added 73.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
162,176
shares
|
$89.7 Million
1.13% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
161,930
shares
|
$89.5 Million
1.93% of portfolio
|
Q1 2024
Added 15.4%
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
161,343
shares
|
$89.2 Million
30.68% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
159,257
shares
|
$88 Million
22.69% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
158,096
shares
|
$87.4 Million
5.96% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
157,903
shares
|
$87.3 Million
16.11% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
157,601
shares
|
$87.1 Million
17.25% of portfolio
|
Q3 2024
Added 3.52%
|