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 $216 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
57,304
shares
|
$31.3 Million
1.05% of portfolio
|
Q3 2022
Added 149.98%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
57,138
shares
|
$31.2 Million
6.54% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
57,096
shares
|
$31.2 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
56,482
shares
|
$30.8 Million
1.51% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
56,355
shares
|
$30.8 Million
7.42% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
56,194
shares
|
$30.7 Million
5.14% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
56,078
shares
|
$30.6 Million
0.44% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
55,742
shares
|
$30.4 Million
41.93% of portfolio
|
Q3 2023
Added 7.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
55,715
shares
|
$30.4 Million
0.92% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
55,501
shares
|
$30.3 Million
1.42% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
55,493
shares
|
$30.3 Million
6.15% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
54,970
shares
|
$30 Million
3.6% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
54,892
shares
|
$30 Million
0.65% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
54,534
shares
|
$29.8 Million
19.84% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
54,433
shares
|
$29.7 Million
11.45% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
54,158
shares
|
$29.6 Million
4.05% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
54,041
shares
|
$29.5 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
54,023
shares
|
$29.5 Million
4.71% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
53,631
shares
|
$29.3 Million
4.34% of portfolio
|
Q1 2024
Added 11.33%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53,577
shares
|
$29.3 Million
10.56% of portfolio
|
Q2 2022
Added 3788.03%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
53,255
shares
|
$29.1 Million
0.83% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
53,038
shares
|
$29 Million
21.76% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
53,036
shares
|
$29 Million
5.42% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
52,485
shares
|
$28.7 Million
10.28% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
52,211
shares
|
$28.5 Million
7.9% of portfolio
|
Q3 2024
Reduced 0.99%
|