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 3,161 institutions that hold shares in the stock, with a total of 387 Million shares, which have been reported (via 13F filing form) to have a value of $207 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
33,853
shares
|
$18.1 Million
9.5% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
33,794
shares
|
$18 Million
6.65% of portfolio
|
Q3 2024
Added 29.71%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
33,754
shares
|
$18 Million
0.8% of portfolio
|
Q3 2022
Added 4.14%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
33,548
shares
|
$17.9 Million
4.31% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
33,486
shares
|
$17.9 Million
11.89% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
33,378
shares
|
$17.8 Million
18.97% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
33,271
shares
|
$17.8 Million
3.83% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
33,219
shares
|
$17.7 Million
5.28% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
33,156
shares
|
$17.7 Million
1.83% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
33,048
shares
|
$17.6 Million
10.96% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
33,039
shares
|
$17.6 Million
0.46% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
33,037
shares
|
$17.6 Million
8.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
32,970
shares
|
$17.6 Million
9.31% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
32,960
shares
|
$17.6 Million
9.4% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
32,875
shares
|
$17.6 Million
8.74% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
32,837
shares
|
$17.5 Million
1.02% of portfolio
|
Q3 2022
Reduced 6.88%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
32,737
shares
|
$17.5 Million
0.35% of portfolio
|
Q2 2024
Reduced 34.76%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
32,678
shares
|
$17.4 Million
2.01% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
32,551
shares
|
$17.4 Million
1.07% of portfolio
|
Q3 2024
Added 68.89%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
32,412
shares
|
$17.3 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
32,327
shares
|
$17.3 Million
8.66% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
32,312
shares
|
$17.3 Million
3.57% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
32,296
shares
|
$17.2 Million
0.65% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
32,144
shares
|
$17.2 Million
3.11% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
32,063
shares
|
$17.1 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.69%
|