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 |
|---|---|---|---|---|---|
|
Grant
|
Oct 15, 2024 Q3 2024 |
7,704
shares
|
$4.18 Million
2.02% of portfolio
|
Q3 2024
Added 27.17%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
7,671
shares
|
$4.16 Million
1.22% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
7,646
shares
|
$4.15 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
7,627
shares
|
$4.13 Million
0.54% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
7,626
shares
|
$4.13 Million
0.58% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,598
shares
|
$4.12 Million
0.49% of portfolio
|
Q3 2022
Added 8.71%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
7,592
shares
|
$4.12 Million
2.54% of portfolio
|
Q3 2024
Reduced 71.8%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
7,550
shares
|
$4.09 Million
2.86% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,545
shares
|
$4.09 Million
0.26% of portfolio
|
Q4 2022
Added 0.95%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
7,530
shares
|
$4.08 Million
1.47% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
7,490
shares
|
$4.06 Million
0.25% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
7,485
shares
|
$4.06 Million
1.07% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
7,430
shares
|
$4.03 Million
0.69% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
7,390
shares
|
$4.01 Million
1.29% of portfolio
|
Q3 2024
Added 67.35%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,371
shares
|
$4 Million
1.55% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
7,355
shares
|
$3.99 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
7,342
shares
|
$3.98 Million
2.74% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
7,338
shares
|
$3.98 Million
0.86% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
7,309
shares
|
$3.96 Million
1.75% of portfolio
|
Q3 2024
Added 346.76%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
7,278
shares
|
$3.95 Million
0.53% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
7,278
shares
|
$3.95 Million
2.06% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
7,276
shares
|
$3.94 Million
0.41% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
7,259
shares
|
$3.94 Million
2.81% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
7,254
shares
|
$3.93 Million
2.4% of portfolio
|
Q3 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
7,253
shares
|
$3.93 Million
0.91% of portfolio
|
Q2 2024
Added 3.45%
|