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 |
|---|---|---|---|---|---|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
6,814
shares
|
$3.69 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
6,807
shares
|
$3.69 Million
0.72% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
6,805
shares
|
$3.69 Million
0.8% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,801
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.41%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
6,778
shares
|
$3.67 Million
1.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
6,730
shares
|
$3.65 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
6,724
shares
|
$3.65 Million
0.28% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
6,684
shares
|
$3.62 Million
1.79% of portfolio
|
Q3 2024
Added 30.88%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
6,682
shares
|
$3.62 Million
0.19% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
6,649
shares
|
$3.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
6,644
shares
|
$3.6 Million
0.39% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
6,623
shares
|
$3.59 Million
1.89% of portfolio
|
Q3 2024
Added 48.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,609
shares
|
$3.58 Million
0.16% of portfolio
|
Q2 2022
Reduced 15.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
6,594
shares
|
$3.57 Million
0.39% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
6,591
shares
|
$3.57 Million
2.03% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
6,566
shares
|
$3.56 Million
0.97% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
6,563
shares
|
$3.56 Million
2.86% of portfolio
|
Q3 2024
Reduced 37.89%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
6,503
shares
|
$3.53 Million
0.58% of portfolio
|
Q3 2024
Added 40.58%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,481
shares
|
$3.51 Million
0.35% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
6,479
shares
|
$3.51 Million
0.53% of portfolio
|
Q3 2024
Reduced 30.21%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
6,470
shares
|
$3.51 Million
3.22% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
6,465
shares
|
$3.5 Million
0.34% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
6,446
shares
|
$3.49 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,443
shares
|
$3.49 Million
0.66% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
6,436
shares
|
$3.49 Million
1.22% of portfolio
|
Q3 2024
Added 4.45%
|