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 |
|---|---|---|---|---|---|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
138,237
shares
|
$76.4 Million
38.39% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
138,193
shares
|
$76.4 Million
8.44% of portfolio
|
Q3 2024
Added 19.07%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
137,941
shares
|
$76.3 Million
11.78% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
137,706
shares
|
$76.1 Million
6.28% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
137,600
shares
|
$76.1 Million
14.26% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
134,821
shares
|
$74.5 Million
3.86% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
133,979
shares
|
$74.1 Million
0.28% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
132,653
shares
|
$73.3 Million
20.33% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
132,452
shares
|
$73.2 Million
0.43% of portfolio
|
Q3 2024
Added 59.1%
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
131,916
shares
|
$72.9 Million
19.8% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
130,975
shares
|
$72.4 Million
18.4% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
130,135
shares
|
$71.9 Million
0.51% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
130,029
shares
|
$71.9 Million
28.66% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
129,127
shares
|
$71.4 Million
39.94% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Trevian Wealth Management LLC
|
Oct 09, 2024 Q3 2024 |
128,855
shares
|
$71.2 Million
55.73% of portfolio
|
Q3 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
128,824
shares
|
$71.2 Million
0.75% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
128,689
shares
|
$71.1 Million
7.7% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
128,386
shares
|
$71 Million
1.28% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
127,756
shares
|
$70.6 Million
1.97% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
127,318
shares
|
$70.4 Million
16.71% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
126,333
shares
|
$69.8 Million
24.76% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
125,987
shares
|
$69.6 Million
11.7% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Nov 14, 2024 Q3 2024 |
125,200
shares
|
$69.2 Million
5.55% of portfolio
|
Q2 2023
Reduced 8.95%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
125,136
shares
|
$69.2 Million
80.26% of portfolio
|
Q4 2022
Reduced 70.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
124,926
shares
|
$69.1 Million
11.47% of portfolio
|
Q3 2024
New holding
|