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 2,879 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $175 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,927,563
shares
|
$934 Million
3.57% of portfolio
|
Q1 2024
Added 1.45%
|
|
Fj Investments, LLC
Salt Lake City, UT |
May 14, 2024 Q1 2024 |
1,902,884
shares
|
$922 Million
79.81% of portfolio
|
Q1 2024
Reduced 8.07%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
1,877,813
shares
|
$910 Million
7.5% of portfolio
|
Q1 2024
Reduced 7.1%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,750,322
shares
|
$848 Million
1.37% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
1,666,646
shares
|
$808 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
E L Financial Corp LTD
|
Apr 30, 2024 Q1 2024 |
1,654,272
shares
|
$802 Million
0.0% of portfolio
|
Q1 2024
Added 0.04%
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Feb 07, 2023 Q4 2022 |
1,638,171
shares
|
$794 Million
11.13% of portfolio
|
Q4 2022
Added 5652.21%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
1,610,690
shares
|
$781 Million
0.36% of portfolio
|
Q1 2024
Added 3.06%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
1,449,445
shares
|
$702 Million
0.95% of portfolio
|
Q1 2024
Added 17.91%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,422,769
shares
|
$690 Million
0.7% of portfolio
|
Q1 2024
Added 9.04%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,415,516
shares
|
$686 Million
0.79% of portfolio
|
Q1 2024
Added 0.84%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
1,391,777
shares
|
$674 Million
3.16% of portfolio
|
Q1 2024
Added 3.23%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,371,080
shares
|
$664 Million
15.01% of portfolio
|
Q1 2024
Added 19.26%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,323,617
shares
|
$641 Million
3.34% of portfolio
|
Q2 2023
Reduced 89.44%
|
|
Jmg Financial Group, Ltd.
|
Apr 30, 2024 Q1 2024 |
1,319,172
shares
|
$639 Million
24.81% of portfolio
|
Q1 2024
Added 1.01%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,291,642
shares
|
$626 Million
1.03% of portfolio
|
Q1 2024
Added 3.91%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
1,283,551
shares
|
$622 Million
3.11% of portfolio
|
Q1 2024
Added 1.15%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,223,669
shares
|
$593 Million
0.65% of portfolio
|
Q1 2024
Added 12.47%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,210,324
shares
|
$587 Million
1.41% of portfolio
|
Q1 2024
Added 427.5%
|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
1,193,977
shares
|
$579 Million
0.79% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
Angeles Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
1,184,129
shares
|
$574 Million
30.42% of portfolio
|
Q1 2024
Added 1.82%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
1,152,414
shares
|
$558 Million
0.87% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,139,076
shares
|
$552 Million
11.19% of portfolio
|
Q3 2022
Added 107.01%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
1,132,544
shares
|
$549 Million
21.84% of portfolio
|
Q4 2021
Added 0.01%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
1,125,075
shares
|
$545 Million
7.23% of portfolio
|
Q1 2024
Reduced 1.62%
|