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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
21,872
shares
|
$11.7 Million
2.94% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,787
shares
|
$11.6 Million
0.68% of portfolio
|
Q4 2022
Reduced 10.12%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
21,702
shares
|
$11.6 Million
0.55% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
21,661
shares
|
$11.6 Million
4.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
21,610
shares
|
$11.5 Million
3.5% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
21,561
shares
|
$11.5 Million
1.62% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
21,560
shares
|
$11.5 Million
0.51% of portfolio
|
Q3 2024
Reduced 53.51%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
21,434
shares
|
$11.4 Million
1.21% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
21,357
shares
|
$11.4 Million
0.78% of portfolio
|
Q3 2024
Added 556.33%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
21,319
shares
|
$11.4 Million
2.17% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
21,318
shares
|
$11.4 Million
3.41% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
21,261
shares
|
$11.4 Million
0.31% of portfolio
|
Q3 2024
Added 39.45%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
21,246
shares
|
$11.3 Million
0.15% of portfolio
|
Q4 2022
Reduced 12.33%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
21,216
shares
|
$11.3 Million
4.35% of portfolio
|
Q1 2023
Reduced 35.97%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
21,128
shares
|
$11.3 Million
3.92% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
21,018
shares
|
$11.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Thomist Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
20,912
shares
|
$11.2 Million
2.95% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,871
shares
|
$11.1 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
20,822
shares
|
$11.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
20,817
shares
|
$11.1 Million
2.94% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
20,814
shares
|
$11.1 Million
15.97% of portfolio
|
Q1 2024
Reduced 48.4%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
20,796
shares
|
$11.1 Million
3.32% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
20,675
shares
|
$11 Million
0.08% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
20,567
shares
|
$11 Million
5.06% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
20,537
shares
|
$11 Million
1.13% of portfolio
|
Q3 2024
Added 34.36%
|