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 |
|---|---|---|---|---|---|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
20,487
shares
|
$10.9 Million
1.65% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
20,476
shares
|
$10.9 Million
5.81% of portfolio
|
Q3 2024
Added 32.35%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
20,439
shares
|
$10.9 Million
6.37% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
20,361
shares
|
$10.9 Million
0.54% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
20,283
shares
|
$10.8 Million
2.47% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
20,283
shares
|
$10.8 Million
2.3% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
20,211
shares
|
$10.8 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
20,159
shares
|
$10.8 Million
0.72% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
20,140
shares
|
$10.8 Million
0.18% of portfolio
|
Q4 2022
Added 6.37%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
20,126
shares
|
$10.7 Million
6.08% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
20,082
shares
|
$10.7 Million
0.34% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
20,059
shares
|
$10.7 Million
0.22% of portfolio
|
Q3 2024
Added 33.58%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
19,978
shares
|
$10.7 Million
13.31% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
19,971
shares
|
$10.7 Million
11.22% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
19,959
shares
|
$10.7 Million
6.84% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
19,887
shares
|
$10.6 Million
4.51% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
19,870
shares
|
$10.6 Million
0.68% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
19,859
shares
|
$10.6 Million
0.89% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,825
shares
|
$10.6 Million
0.57% of portfolio
|
Q4 2023
Added 44.18%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
19,738
shares
|
$10.5 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
19,686
shares
|
$10.5 Million
1.64% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
19,608
shares
|
$10.5 Million
6.76% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
19,488
shares
|
$10.4 Million
1.13% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
19,317
shares
|
$10.3 Million
1.16% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
19,218
shares
|
$10.3 Million
4.11% of portfolio
|
Q3 2022
Reduced 2.01%
|