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 3,160 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 $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
11,510
shares
|
$6.15 Million
3.32% of portfolio
|
Q1 2024
Added 26.15%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
11,423
shares
|
$6.1 Million
1.57% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,409
shares
|
$6.09 Million
0.72% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
11,366
shares
|
$6.07 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
11,361
shares
|
$6.07 Million
0.91% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,349
shares
|
$6.06 Million
1.43% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
11,347
shares
|
$6.06 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
11,347
shares
|
$6.06 Million
1.99% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
11,347
shares
|
$6.06 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
11,346
shares
|
$6.06 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
11,346
shares
|
$6.06 Million
1.91% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
11,320
shares
|
$6.04 Million
0.14% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
11,318
shares
|
$6.04 Million
0.6% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
11,312
shares
|
$6.04 Million
3.95% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
11,288
shares
|
$6.03 Million
3.82% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
11,254
shares
|
$6.01 Million
3.04% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
11,155
shares
|
$5.96 Million
3.24% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
11,081
shares
|
$5.92 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
11,080
shares
|
$5.92 Million
0.57% of portfolio
|
Q3 2024
Added 93.13%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,060
shares
|
$5.9 Million
4.28% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
10,982
shares
|
$5.86 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
10,980
shares
|
$5.86 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,969
shares
|
$5.86 Million
0.4% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
10,936
shares
|
$5.84 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,935
shares
|
$5.84 Million
0.14% of portfolio
|
Q1 2024
New holding
|