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 |
---|---|---|---|---|---|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
9,297
shares
|
$4.96 Million
1.92% of portfolio
|
Q3 2024
Reduced 21.17%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
9,281
shares
|
$4.96 Million
0.44% of portfolio
|
Q3 2024
Added 1.33%
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
9,272
shares
|
$4.95 Million
0.62% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
9,272
shares
|
$4.95 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
9,271
shares
|
$4.95 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
9,230
shares
|
$4.93 Million
1.68% of portfolio
|
Q3 2024
Added 6.95%
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
9,193
shares
|
$4.91 Million
0.79% of portfolio
|
Q3 2024
Added 0.47%
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
9,125
shares
|
$4.87 Million
0.97% of portfolio
|
Q3 2024
Added 2.28%
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
9,100
shares
|
$4.86 Million
1.62% of portfolio
|
Q3 2024
Added 0.98%
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
9,094
shares
|
$4.86 Million
0.49% of portfolio
|
Q3 2024
Added 6.57%
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
9,083
shares
|
$4.85 Million
1.2% of portfolio
|
Q3 2024
Reduced 42.94%
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
9,076
shares
|
$4.85 Million
0.63% of portfolio
|
Q3 2024
Added 0.1%
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
9,071
shares
|
$4.84 Million
0.2% of portfolio
|
Q3 2024
Added 42.87%
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
9,058
shares
|
$4.84 Million
0.17% of portfolio
|
Q3 2024
Added 2.29%
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
9,029
shares
|
$4.82 Million
4.15% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
8,978
shares
|
$4.79 Million
3.88% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
8,960
shares
|
$4.78 Million
0.27% of portfolio
|
Q3 2024
Added 63.18%
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,955
shares
|
$4.78 Million
0.31% of portfolio
|
Q3 2024
Added 22.81%
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
8,886
shares
|
$4.74 Million
1.66% of portfolio
|
Q3 2024
Added 14.98%
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,884
shares
|
$4.74 Million
0.09% of portfolio
|
Q3 2024
Added 0.25%
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
8,837
shares
|
$4.72 Million
0.3% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
8,837
shares
|
$4.72 Million
2.94% of portfolio
|
Q3 2024
Added 0.33%
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
8,835
shares
|
$4.72 Million
2.02% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
8,804
shares
|
$4.7 Million
0.78% of portfolio
|
Q3 2024
Added 0.51%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
8,801
shares
|
$4.7 Million
0.37% of portfolio
|
Q3 2024
Added 10.77%
|