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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
13,786
shares
|
$7.36 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
13,765
shares
|
$7.35 Million
0.74% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,714
shares
|
$7.32 Million
0.67% of portfolio
|
Q3 2022
Reduced 11.56%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
13,713
shares
|
$7.32 Million
4.99% of portfolio
|
Q3 2024
Added 34.13%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
13,673
shares
|
$7.3 Million
0.88% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
13,628
shares
|
$7.28 Million
2.62% of portfolio
|
Q2 2024
Reduced 11.1%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
13,500
shares
|
$7.21 Million
6.07% of portfolio
|
Q3 2022
Reduced 10.0%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
13,489
shares
|
$7.2 Million
8.47% of portfolio
|
Q3 2023
Added 23.99%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
13,462
shares
|
$7.19 Million
2.79% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
13,446
shares
|
$7.18 Million
0.44% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
13,414
shares
|
$7.16 Million
4.67% of portfolio
|
Q3 2024
Added 17.42%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
13,390
shares
|
$7.15 Million
1.36% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
13,347
shares
|
$7.13 Million
1.22% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
13,331
shares
|
$7.12 Million
0.2% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
13,325
shares
|
$7.11 Million
0.49% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
13,304
shares
|
$7.1 Million
2.74% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,300
shares
|
$7.1 Million
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
13,250
shares
|
$7.07 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
13,239
shares
|
$7.07 Million
5.93% of portfolio
|
Q3 2024
Reduced 14.87%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
13,234
shares
|
$7.07 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
13,171
shares
|
$7.03 Million
1.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
13,167
shares
|
$7.03 Million
1.4% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
13,166
shares
|
$7.03 Million
0.77% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
13,165
shares
|
$7.03 Million
0.96% of portfolio
|
Q3 2024
Reduced 45.93%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
13,123
shares
|
$7.01 Million
0.36% of portfolio
|
Q4 2024
Added 0.95%
|