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 |
|---|---|---|---|---|---|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
109,032
shares
|
$60.3 Million
9.22% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
107,643
shares
|
$59.5 Million
0.66% of portfolio
|
Q3 2024
Added 100.05%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
106,649
shares
|
$59 Million
13.47% of portfolio
|
Q4 2023
Added 5408.73%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
105,860
shares
|
$58.5 Million
3.56% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
105,276
shares
|
$58.2 Million
28.15% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
104,176
shares
|
$57.6 Million
4.43% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
103,543
shares
|
$57.2 Million
10.95% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
103,229
shares
|
$57.1 Million
8.97% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
103,069
shares
|
$57 Million
0.69% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
102,675
shares
|
$56.8 Million
0.02% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
102,368
shares
|
$56.6 Million
1.3% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
102,131
shares
|
$56.5 Million
3.99% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
102,108
shares
|
$56.4 Million
12.56% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
102,075
shares
|
$56.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
101,526
shares
|
$56.1 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
101,116
shares
|
$55.9 Million
1.52% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
100,900
shares
|
$55.8 Million
25.41% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
100,281
shares
|
$55.4 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
100,044
shares
|
$55.3 Million
3.19% of portfolio
|
Q3 2024
Added 177.33%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
98,618
shares
|
$54.5 Million
0.48% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
98,274
shares
|
$54.3 Million
10.9% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
97,634
shares
|
$54 Million
1.6% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
96,648
shares
|
$53.4 Million
13.18% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Safir Wealth Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
96,270
shares
|
$53.2 Million
39.29% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
96,195
shares
|
$53.2 Million
26.03% of portfolio
|
Q3 2024
Added 3.47%
|