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 |
|---|---|---|---|---|---|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
89,693
shares
|
$49.6 Million
12.08% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
89,563
shares
|
$49.5 Million
4.54% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
89,187
shares
|
$49.3 Million
4.05% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
89,093
shares
|
$49.3 Million
4.35% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
88,624
shares
|
$49 Million
1.05% of portfolio
|
Q3 2024
Added 34.38%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
88,180
shares
|
$48.7 Million
16.88% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
88,101
shares
|
$48.7 Million
11.8% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
88,068
shares
|
$48.7 Million
16.66% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
87,999
shares
|
$48.6 Million
3.37% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
87,584
shares
|
$48.4 Million
8.25% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
87,530
shares
|
$48.4 Million
2.92% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Nov 04, 2024 Q3 2024 |
87,510
shares
|
$48.4 Million
15.4% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
86,965
shares
|
$48.1 Million
20.05% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
86,914
shares
|
$48 Million
19.88% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
86,271
shares
|
$47.7 Million
0.46% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
85,960
shares
|
$47.5 Million
0.65% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
85,711
shares
|
$47.4 Million
7.13% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
85,550
shares
|
$47.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.36%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
85,340
shares
|
$47.2 Million
5.04% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 07, 2024 Q3 2024 |
85,132
shares
|
$47.1 Million
5.38% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
84,855
shares
|
$46.9 Million
22.7% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
84,541
shares
|
$46.7 Million
36.46% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
84,123
shares
|
$46.5 Million
5.31% of portfolio
|
Q3 2024
Reduced 46.78%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
83,567
shares
|
$46.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 39.34%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
82,780
shares
|
$45.8 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.07%
|