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 |
|---|---|---|---|---|---|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
124,096
shares
|
$68.6 Million
16.92% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Nov 04, 2024 Q3 2024 |
124,000
shares
|
$68.5 Million
31.81% of portfolio
|
Q2 2023
Reduced 8.82%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
123,633
shares
|
$68.3 Million
2.21% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
123,474
shares
|
$68.3 Million
1.48% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
123,382
shares
|
$68.2 Million
25.06% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
122,889
shares
|
$67.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
121,472
shares
|
$67.2 Million
0.67% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
120,672
shares
|
$66.7 Million
3.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
120,400
shares
|
$66.6 Million
7.58% of portfolio
|
Q3 2024
Added 45.98%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
120,112
shares
|
$66.4 Million
28.45% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
119,176
shares
|
$65.9 Million
18.14% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
118,844
shares
|
$65.7 Million
0.74% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
117,991
shares
|
$65.2 Million
2.53% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
116,896
shares
|
$64.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
114,813
shares
|
$63.5 Million
9.59% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
113,521
shares
|
$62.8 Million
0.04% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
113,063
shares
|
$62.5 Million
42.41% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
113,006
shares
|
$62.5 Million
13.05% of portfolio
|
Q1 2024
Added 9.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
112,981
shares
|
$62.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.77%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2024 Q3 2024 |
111,768
shares
|
$61.8 Million
47.38% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
111,192
shares
|
$61.5 Million
6.47% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
111,109
shares
|
$61.4 Million
1.6% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
110,433
shares
|
$61 Million
1.29% of portfolio
|
Q3 2024
Added 37.19%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
109,354
shares
|
$60.5 Million
0.61% of portfolio
|
Q3 2024
Added 27.37%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
109,250
shares
|
$60.4 Million
1.2% of portfolio
|
Q3 2024
New holding
|