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 |
|---|---|---|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
17,179
shares
|
$9.17 Million
3.15% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
17,119
shares
|
$9.14 Million
0.03% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
17,102
shares
|
$9.13 Million
1.03% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
17,097
shares
|
$9.13 Million
6.6% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
16,936
shares
|
$9.04 Million
3.46% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,912
shares
|
$9.03 Million
0.57% of portfolio
|
Q4 2023
Added 6.43%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
16,821
shares
|
$8.98 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
16,725
shares
|
$8.93 Million
1.59% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
16,719
shares
|
$8.93 Million
3.49% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
16,719
shares
|
$8.93 Million
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
16,691
shares
|
$8.91 Million
1.49% of portfolio
|
Q3 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
16,686
shares
|
$8.91 Million
1.45% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
16,649
shares
|
$8.89 Million
9.67% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
16,645
shares
|
$8.89 Million
0.98% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,633
shares
|
$8.88 Million
0.41% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
16,613
shares
|
$8.87 Million
3.67% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
16,546
shares
|
$8.83 Million
1.11% of portfolio
|
Q2 2024
Reduced 20.29%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
16,523
shares
|
$8.82 Million
3.4% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
16,451
shares
|
$8.78 Million
6.99% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
16,432
shares
|
$8.77 Million
0.2% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
16,402
shares
|
$8.76 Million
0.74% of portfolio
|
Q4 2024
Reduced 99.79%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
16,377
shares
|
$8.74 Million
6.26% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,219
shares
|
$8.66 Million
0.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
16,194
shares
|
$8.65 Million
0.01% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
16,189
shares
|
$8.64 Million
0.67% of portfolio
|
Q3 2024
Added 7.7%
|