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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
95,981
shares
|
$53.1 Million
1.3% of portfolio
|
Q3 2024
Added 230.64%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,945
shares
|
$53 Million
0.05% of portfolio
|
Q3 2022
Added 24.33%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
95,901
shares
|
$53 Million
10.28% of portfolio
|
Q3 2024
Added 153.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
95,695
shares
|
$52.9 Million
0.45% of portfolio
|
Q3 2024
Added 77.49%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
95,229
shares
|
$52.6 Million
1.73% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
95,062
shares
|
$52.6 Million
7.34% of portfolio
|
Q3 2024
Added 32.36%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
95,017
shares
|
$52.5 Million
19.07% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
94,944
shares
|
$52.5 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
94,506
shares
|
$52.2 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
94,476
shares
|
$52.2 Million
1.24% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
94,437
shares
|
$52.2 Million
15.41% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
94,380
shares
|
$52.2 Million
0.75% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
94,198
shares
|
$52.1 Million
20.42% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
93,605
shares
|
$51.7 Million
8.39% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
92,954
shares
|
$51.4 Million
5.01% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
92,676
shares
|
$51.2 Million
32.25% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
92,609
shares
|
$51.2 Million
13.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
92,423
shares
|
$51.1 Million
1.39% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
91,877
shares
|
$50.8 Million
0.86% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
91,551
shares
|
$50.6 Million
24.13% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
91,425
shares
|
$50.5 Million
0.27% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
91,402
shares
|
$50.5 Million
28.26% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
91,133
shares
|
$50.4 Million
2.87% of portfolio
|
Q3 2022
Reduced 17.46%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
90,963
shares
|
$50.3 Million
14.52% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
90,063
shares
|
$49.8 Million
20.16% of portfolio
|
Q3 2024
Reduced 2.24%
|