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 |
|---|---|---|---|---|---|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,786
shares
|
$4.76 Million
3.34% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
8,785
shares
|
$4.76 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,762
shares
|
$4.75 Million
0.39% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
8,754
shares
|
$4.75 Million
0.39% of portfolio
|
Q3 2024
Added 44.55%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
8,742
shares
|
$4.74 Million
4.48% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
8,730
shares
|
$4.73 Million
0.22% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
8,725
shares
|
$4.73 Million
3.44% of portfolio
|
Q3 2024
Added 39.04%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
8,709
shares
|
$4.72 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
8,695
shares
|
$4.71 Million
1.04% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
8,694
shares
|
$4.71 Million
0.83% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,685
shares
|
$4.71 Million
0.14% of portfolio
|
Q3 2021
Reduced 2.23%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
8,682
shares
|
$4.71 Million
2.36% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
8,666
shares
|
$4.7 Million
0.8% of portfolio
|
Q3 2024
Reduced 96.78%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
8,660
shares
|
$4.69 Million
2.37% of portfolio
|
Q3 2024
Added 104.68%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,657
shares
|
$4.69 Million
0.09% of portfolio
|
Q3 2024
Added 34.87%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
8,641
shares
|
$4.68 Million
0.25% of portfolio
|
Q1 2024
Reduced 22.85%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
8,632
shares
|
$4.68 Million
0.28% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
8,613
shares
|
$4.67 Million
2.14% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
8,594
shares
|
$4.66 Million
1.52% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,542
shares
|
$4.63 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
8,539
shares
|
$4.63 Million
0.1% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
8,506
shares
|
$4.61 Million
0.69% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
8,504
shares
|
$4.61 Million
1.7% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
8,500
shares
|
$4.61 Million
0.4% of portfolio
|
Q2 2023
Reduced 67.47%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
8,486
shares
|
$4.6 Million
0.07% of portfolio
|
Q3 2024
Added 4.38%
|