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 |
|---|---|---|---|---|---|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
75,787
shares
|
$41.4 Million
3.07% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
75,417
shares
|
$41.2 Million
13.71% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
75,190
shares
|
$41.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
75,159
shares
|
$41 Million
17.5% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
75,099
shares
|
$41 Million
4.08% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
75,064
shares
|
$41 Million
8.14% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
74,835
shares
|
$40.9 Million
0.58% of portfolio
|
Q3 2024
Added 83.24%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
74,155
shares
|
$40.5 Million
12.73% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
73,434
shares
|
$40.1 Million
1.19% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
73,214
shares
|
$40 Million
12.85% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
73,146
shares
|
$39.9 Million
7.8% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
72,823
shares
|
$39.8 Million
2.34% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
71,793
shares
|
$39.2 Million
9.01% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
71,745
shares
|
$39.2 Million
6.13% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
71,549
shares
|
$39.1 Million
26.91% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
71,320
shares
|
$38.9 Million
0.34% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
71,245
shares
|
$38.9 Million
19.31% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
70,449
shares
|
$38.5 Million
1.07% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
69,898
shares
|
$38.2 Million
26.9% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
69,730
shares
|
$38.1 Million
7.08% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
69,708
shares
|
$38.1 Million
2.93% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Nov 13, 2024 Q3 2024 |
69,119
shares
|
$37.7 Million
37.5% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
69,018
shares
|
$37.7 Million
1.06% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
69,000
shares
|
$37.7 Million
3.64% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
68,622
shares
|
$37.5 Million
2.9% of portfolio
|
Q3 2024
Reduced 0.74%
|