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 |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
15,350
shares
|
$8.2 Million
1.34% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
15,325
shares
|
$8.18 Million
1.63% of portfolio
|
Q3 2024
Added 74.8%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
15,250
shares
|
$8.14 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
15,246
shares
|
$8.14 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
15,186
shares
|
$8.11 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
15,115
shares
|
$8.07 Million
0.1% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
15,110
shares
|
$8.07 Million
0.5% of portfolio
|
Q3 2023
Added 26.06%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
15,098
shares
|
$8.06 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
15,069
shares
|
$8.05 Million
1.39% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
15,064
shares
|
$8.04 Million
0.31% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
15,031
shares
|
$8.02 Million
6.72% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
15,023
shares
|
$8.02 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
14,993
shares
|
$8 Million
0.77% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
14,988
shares
|
$8 Million
2.21% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
14,959
shares
|
$7.99 Million
2.41% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,956
shares
|
$7.98 Million
2.09% of portfolio
|
Q3 2024
Reduced 35.55%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,932
shares
|
$7.97 Million
0.83% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
14,848
shares
|
$7.93 Million
3.97% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
14,791
shares
|
$7.9 Million
0.25% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
14,759
shares
|
$7.88 Million
0.88% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
14,731
shares
|
$7.86 Million
1.63% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
14,727
shares
|
$7.86 Million
0.13% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
14,689
shares
|
$7.84 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
14,684
shares
|
$7.84 Million
0.76% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
14,537
shares
|
$7.76 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.79%
|