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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
28,929
shares
|
$15.4 Million
6.1% of portfolio
|
Q3 2024
Reduced 43.98%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
28,829
shares
|
$15.4 Million
3.17% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
28,824
shares
|
$15.4 Million
2.19% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Avory & Company, LLC
Miami, FL |
Nov 07, 2024 Q3 2024 |
28,810
shares
|
$15.4 Million
9.22% of portfolio
|
Q4 2020
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
28,648
shares
|
$15.3 Million
1.68% of portfolio
|
Q3 2024
Reduced 46.96%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
28,641
shares
|
$15.3 Million
12.3% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
28,583
shares
|
$15.3 Million
0.73% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
28,563
shares
|
$15.2 Million
0.76% of portfolio
|
Q3 2024
Reduced 43.51%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
28,541
shares
|
$15.2 Million
3.66% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
28,496
shares
|
$15.2 Million
3.83% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
28,486
shares
|
$15.2 Million
8.28% of portfolio
|
Q1 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
28,297
shares
|
$15.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
28,240
shares
|
$15.1 Million
10.11% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
27,977
shares
|
$14.9 Million
6.76% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
27,935
shares
|
$14.9 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
27,819
shares
|
$14.9 Million
0.5% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
27,815
shares
|
$14.9 Million
11.51% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
27,707
shares
|
$14.8 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
27,522
shares
|
$14.7 Million
0.57% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
27,435
shares
|
$14.6 Million
5.9% of portfolio
|
Q2 2024
Added 8.7%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
27,398
shares
|
$14.6 Million
1.72% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
27,345
shares
|
$14.6 Million
2.93% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
27,322
shares
|
$14.6 Million
10.77% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,218
shares
|
$14.5 Million
0.83% of portfolio
|
Q3 2024
Added 60.95%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
27,113
shares
|
$14.5 Million
3.75% of portfolio
|
Q3 2024
Reduced 3.5%
|