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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
16,179
shares
|
$8.64 Million
0.22% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
16,118
shares
|
$8.61 Million
0.56% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
16,099
shares
|
$8.6 Million
0.03% of portfolio
|
Q4 2022
Reduced 16.99%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
16,005
shares
|
$8.54 Million
0.03% of portfolio
|
Q1 2023
Added 26.49%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
15,993
shares
|
$8.54 Million
2.69% of portfolio
|
Q3 2024
Reduced 99.78%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
15,967
shares
|
$8.52 Million
0.22% of portfolio
|
Q3 2024
Added 160.43%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
15,948
shares
|
$8.51 Million
1.73% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
15,945
shares
|
$8.51 Million
2.8% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
15,880
shares
|
$8.48 Million
0.42% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
15,834
shares
|
$8.45 Million
0.5% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
15,822
shares
|
$8.45 Million
0.2% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
15,791
shares
|
$8.43 Million
2.6% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
15,750
shares
|
$8.41 Million
0.86% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
15,750
shares
|
$8.41 Million
4.57% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
15,659
shares
|
$8.36 Million
0.48% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
15,642
shares
|
$8.35 Million
3.62% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
15,594
shares
|
$8.33 Million
2.12% of portfolio
|
Q4 2024
Added 38.93%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
15,540
shares
|
$8.3 Million
0.18% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
15,489
shares
|
$8.27 Million
2.09% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2024 Q3 2024 |
15,481
shares
|
$8.27 Million
2.16% of portfolio
|
Q2 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
15,475
shares
|
$8.26 Million
5.04% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
15,430
shares
|
$8.24 Million
1.36% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
15,383
shares
|
$8.21 Million
0.68% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
15,376
shares
|
$8.21 Million
2.3% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
15,368
shares
|
$8.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.1%
|