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 |
|---|---|---|---|---|---|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
7,190
shares
|
$3.9 Million
2.24% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
7,156
shares
|
$3.88 Million
0.26% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
7,152
shares
|
$3.88 Million
1.04% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,131
shares
|
$3.87 Million
2.06% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
7,111
shares
|
$3.86 Million
0.28% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
7,108
shares
|
$3.85 Million
5.02% of portfolio
|
Q3 2024
Added 61.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
7,051
shares
|
$3.82 Million
0.6% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
7,045
shares
|
$3.82 Million
0.21% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
7,017
shares
|
$3.8 Million
0.32% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
7,012
shares
|
$3.8 Million
0.7% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,999
shares
|
$3.79 Million
0.55% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
6,984
shares
|
$3.79 Million
0.06% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
6,967
shares
|
$3.78 Million
3.31% of portfolio
|
Q3 2022
Added 2.2%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,963
shares
|
$3.77 Million
1.78% of portfolio
|
Q1 2024
Reduced 48.56%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
6,949
shares
|
$3.77 Million
0.37% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,914
shares
|
$3.75 Million
0.77% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,913
shares
|
$3.75 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
6,910
shares
|
$3.75 Million
0.23% of portfolio
|
Q3 2024
Added 71.85%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,906
shares
|
$3.74 Million
0.32% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
6,901
shares
|
$3.74 Million
1.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
6,866
shares
|
$3.72 Million
0.04% of portfolio
|
Q3 2024
Added 78.25%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
6,860
shares
|
$3.72 Million
0.08% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,849
shares
|
$3.71 Million
0.17% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
6,839
shares
|
$3.71 Million
1.88% of portfolio
|
Q3 2024
Reduced 36.23%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,821
shares
|
$3.7 Million
0.07% of portfolio
|
Q3 2024
Added 5.18%
|