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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
8,097
shares
|
$4.39 Million
1.19% of portfolio
|
Q2 2021
Reduced 0.52%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
8,089
shares
|
$4.39 Million
0.7% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
8,086
shares
|
$4.38 Million
1.83% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
8,083
shares
|
$4.38 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
8,082
shares
|
$4.38 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
8,080
shares
|
$4.38 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
8,078
shares
|
$4.38 Million
1.29% of portfolio
|
Q3 2024
Reduced 24.46%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,071
shares
|
$4.38 Million
1.44% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,055
shares
|
$4.37 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
8,041
shares
|
$4.36 Million
0.07% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,015
shares
|
$4.35 Million
0.38% of portfolio
|
Q3 2024
Added 35.18%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,005
shares
|
$4.34 Million
0.36% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
7,951
shares
|
$4.31 Million
0.74% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
7,922
shares
|
$4.29 Million
1.56% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
7,920
shares
|
$4.29 Million
0.44% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,904
shares
|
$4.29 Million
0.71% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,886
shares
|
$4.28 Million
1.25% of portfolio
|
Q4 2022
Added 9.56%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
7,874
shares
|
$4.27 Million
1.72% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
7,847
shares
|
$4.25 Million
6.31% of portfolio
|
Q3 2022
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
7,843
shares
|
$4.25 Million
0.98% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
7,838
shares
|
$4.25 Million
0.98% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,834
shares
|
$4.25 Million
0.66% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
7,804
shares
|
$4.23 Million
3.97% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
7,743
shares
|
$4.2 Million
1.02% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
7,716
shares
|
$4.18 Million
2.92% of portfolio
|
Q3 2024
Added 1.79%
|