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 3,048 institutions that hold shares in the stock, with a total of 383 Million shares, which have been reported (via 13F filing form) to have a value of $204 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 30, 2024 Q2 2024 |
172,238
shares
|
$92.1 Million
1.57% of portfolio
|
Q2 2024
New holding
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
170,191
shares
|
$91 Million
30.77% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
169,259
shares
|
$90.5 Million
1.15% of portfolio
|
Q2 2024
Reduced 10.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
168,103
shares
|
$89.9 Million
5.46% of portfolio
|
Q2 2024
Added 6333.33%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
167,533
shares
|
$89.6 Million
19.78% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
167,261
shares
|
$89.4 Million
2.26% of portfolio
|
Q2 2024
Added 11.67%
|
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
166,196
shares
|
$88.9 Million
8.88% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
164,646
shares
|
$88 Million
9.32% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
161,930
shares
|
$86.6 Million
1.93% of portfolio
|
Q1 2024
Added 15.4%
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
161,343
shares
|
$86.3 Million
30.68% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 16, 2024 Q2 2024 |
159,306
shares
|
$85.2 Million
4.46% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
159,257
shares
|
$85.2 Million
22.69% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
158,096
shares
|
$84.5 Million
5.96% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Bell Bank
|
Jul 31, 2024 Q2 2024 |
158,081
shares
|
$84.5 Million
6.71% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
156,232
shares
|
$83.5 Million
20.29% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Aug 08, 2024 Q2 2024 |
156,023
shares
|
$83.4 Million
18.74% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
155,107
shares
|
$82.9 Million
26.48% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Aug 13, 2024 Q2 2024 |
154,558
shares
|
$82.7 Million
48.41% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
153,450
shares
|
$82.1 Million
18.2% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
153,215
shares
|
$81.9 Million
19.1% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
153,207
shares
|
$81.9 Million
3.1% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
153,206
shares
|
$81.9 Million
3.46% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
152,797
shares
|
$81.7 Million
4.62% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
152,285
shares
|
$81.4 Million
12.0% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Jul 29, 2024 Q2 2024 |
152,246
shares
|
$81.4 Million
17.02% of portfolio
|
Q2 2024
Added 6.86%
|