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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
62,837
shares
|
$34.3 Million
8.68% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
62,561
shares
|
$34.2 Million
5.83% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
62,082
shares
|
$33.9 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
62,067
shares
|
$33.9 Million
2.53% of portfolio
|
Q2 2023
Added 3.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
62,026
shares
|
$33.9 Million
0.42% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
61,948
shares
|
$33.8 Million
0.05% of portfolio
|
Q3 2024
Added 71.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
61,626
shares
|
$33.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
61,242
shares
|
$33.4 Million
12.82% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
60,770
shares
|
$33.2 Million
1.39% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
60,719
shares
|
$33.2 Million
0.34% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
60,578
shares
|
$33.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
60,392
shares
|
$33 Million
1.23% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
60,347
shares
|
$33 Million
0.84% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
60,005
shares
|
$32.8 Million
0.62% of portfolio
|
Q3 2024
Added 20.76%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
59,662
shares
|
$32.6 Million
15.92% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
59,390
shares
|
$32.4 Million
9.62% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
59,270
shares
|
$32.4 Million
3.88% of portfolio
|
Q3 2024
Reduced 35.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
59,264
shares
|
$32.4 Million
0.81% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
59,123
shares
|
$32.3 Million
0.91% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
59,029
shares
|
$32.2 Million
1.28% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
58,827
shares
|
$32.1 Million
2.54% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
58,748
shares
|
$32.1 Million
17.63% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
58,615
shares
|
$32 Million
1.0% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
57,604
shares
|
$31.5 Million
21.93% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
57,522
shares
|
$31.4 Million
2.84% of portfolio
|
Q3 2024
Added 9.1%
|