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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10,921
shares
|
$5.83 Million
0.39% of portfolio
|
Q3 2024
Added 290.59%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
10,873
shares
|
$5.8 Million
1.71% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
10,809
shares
|
$5.77 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
10,779
shares
|
$5.75 Million
1.42% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
10,752
shares
|
$5.74 Million
0.84% of portfolio
|
Q4 2020
Added 35.87%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
10,742
shares
|
$5.74 Million
0.97% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,693
shares
|
$5.71 Million
1.59% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
10,683
shares
|
$5.7 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
10,683
shares
|
$5.7 Million
2.2% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
10,680
shares
|
$5.7 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
10,679
shares
|
$5.7 Million
1.97% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
10,629
shares
|
$5.67 Million
2.63% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
10,585
shares
|
$5.65 Million
0.72% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
10,530
shares
|
$5.62 Million
0.42% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
10,520
shares
|
$5.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
10,503
shares
|
$5.61 Million
0.47% of portfolio
|
Q3 2024
Added 320.29%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
10,482
shares
|
$5.6 Million
1.66% of portfolio
|
Q3 2024
Added 42.05%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
10,471
shares
|
$5.59 Million
0.71% of portfolio
|
Q2 2023
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
10,452
shares
|
$5.58 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
10,440
shares
|
$5.57 Million
1.41% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
10,440
shares
|
$5.57 Million
2.02% of portfolio
|
Q3 2024
Added 56.78%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
10,436
shares
|
$5.57 Million
0.08% of portfolio
|
Q3 2024
Reduced 22.59%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
10,427
shares
|
$5.57 Million
2.5% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
10,420
shares
|
$5.56 Million
2.71% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 09, 2024 Q3 2024 |
10,396
shares
|
$5.55 Million
5.71% of portfolio
|
Q3 2024
New holding
|