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 |
|---|---|---|---|---|---|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
13,117
shares
|
$7 Million
1.3% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
13,109
shares
|
$7 Million
0.48% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
13,098
shares
|
$6.99 Million
0.18% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
13,082
shares
|
$6.98 Million
0.31% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,073
shares
|
$6.98 Million
0.45% of portfolio
|
Q3 2024
Reduced 14.32%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
12,998
shares
|
$6.94 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
12,996
shares
|
$6.94 Million
1.05% of portfolio
|
Q2 2024
Added 7.28%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
12,948
shares
|
$6.91 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,918
shares
|
$6.9 Million
2.06% of portfolio
|
Q3 2024
Added 45.64%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
12,883
shares
|
$6.88 Million
1.85% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,861
shares
|
$6.87 Million
0.17% of portfolio
|
Q3 2024
Added 15.96%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
12,834
shares
|
$6.85 Million
3.0% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,766
shares
|
$6.82 Million
1.21% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
12,761
shares
|
$6.81 Million
1.15% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
12,758
shares
|
$6.81 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Coerente Capital Management
|
Oct 23, 2024 Q3 2024 |
12,700
shares
|
$6.78 Million
1.27% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,670
shares
|
$6.76 Million
1.29% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
12,635
shares
|
$6.75 Million
2.89% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
12,573
shares
|
$6.71 Million
0.25% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
12,543
shares
|
$6.7 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
12,520
shares
|
$6.68 Million
0.52% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
12,467
shares
|
$6.66 Million
1.36% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
12,448
shares
|
$6.65 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
12,407
shares
|
$6.62 Million
1.4% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
12,395
shares
|
$6.62 Million
0.29% of portfolio
|
Q3 2024
Reduced 35.2%
|