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 |
|---|---|---|---|---|---|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
32,054
shares
|
$17.1 Million
0.75% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
31,936
shares
|
$17.1 Million
2.96% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,912
shares
|
$17 Million
1.22% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
31,810
shares
|
$17 Million
3.29% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
31,677
shares
|
$16.9 Million
0.51% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,632
shares
|
$16.9 Million
0.49% of portfolio
|
Q3 2024
Added 24.64%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
31,588
shares
|
$16.9 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
31,557
shares
|
$16.8 Million
0.74% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
31,480
shares
|
$16.8 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
31,441
shares
|
$16.8 Million
0.58% of portfolio
|
Q2 2024
Added 270.11%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
31,419
shares
|
$16.8 Million
6.07% of portfolio
|
Q3 2023
Added 5.75%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 22, 2024 Q3 2024 |
31,246
shares
|
$16.7 Million
9.25% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
31,200
shares
|
$16.7 Million
0.3% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
31,192
shares
|
$16.7 Million
7.04% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
31,151
shares
|
$16.6 Million
0.65% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
30,913
shares
|
$16.5 Million
8.7% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
30,893
shares
|
$16.5 Million
0.49% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
30,740
shares
|
$16.4 Million
13.74% of portfolio
|
Q3 2024
Added 40.05%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
30,688
shares
|
$16.4 Million
1.96% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
30,639
shares
|
$16.4 Million
2.38% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
30,440
shares
|
$16.3 Million
3.51% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
30,365
shares
|
$16.2 Million
1.02% of portfolio
|
Q4 2024
Added 17.17%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
30,252
shares
|
$16.2 Million
2.27% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
30,013
shares
|
$16 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
29,979
shares
|
$16 Million
0.62% of portfolio
|
Q3 2024
Added 0.16%
|