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 2,879 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $175 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Edgehill Endowment Partners, LLC
|
May 07, 2024 Q1 2024 |
426,180
shares
|
$207 Million
25.1% of portfolio
|
Q1 2024
Added 0.32%
|
|
Macquarie Group LTD
Australia, C3 |
May 14, 2024 Q1 2024 |
413,120
shares
|
$200 Million
0.23% of portfolio
|
Q1 2024
Added 4.59%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
409,778
shares
|
$199 Million
14.7% of portfolio
|
Q1 2024
Added 10.25%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
407,936
shares
|
$198 Million
2.43% of portfolio
|
Q1 2024
Reduced 53.6%
|
|
Karpus Management, Inc.
Pittsford, NY |
May 13, 2024 Q1 2024 |
404,319
shares
|
$196 Million
5.96% of portfolio
|
Q1 2024
Reduced 5.87%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
394,358
shares
|
$191 Million
12.83% of portfolio
|
Q1 2024
New holding
|
|
American Trust
Lexington, KY |
Feb 21, 2024 Q4 2023 |
388,996
shares
|
$189 Million
12.67% of portfolio
|
Q4 2023
Reduced 8.62%
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 15, 2024 Q1 2024 |
388,450
shares
|
$188 Million
9.24% of portfolio
|
Q1 2024
Added 22.78%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
385,386
shares
|
$187 Million
0.18% of portfolio
|
Q1 2024
Reduced 45.62%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
385,140
shares
|
$187 Million
3.35% of portfolio
|
Q4 2023
Added 4.39%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
383,707
shares
|
$186 Million
2.63% of portfolio
|
Q1 2024
Reduced 15.41%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
376,933
shares
|
$183 Million
7.42% of portfolio
|
Q2 2023
Added 55.6%
|
|
Welch Capital Partners LLC
Brooklyn, NY |
May 13, 2024 Q1 2024 |
364,600
shares
|
$177 Million
43.6% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
364,135
shares
|
$176 Million
3.82% of portfolio
|
Q1 2024
Added 0.11%
|
|
Axis Capital Holdings LTD
|
May 01, 2024 Q1 2024 |
360,441
shares
|
$175 Million
83.49% of portfolio
|
Q1 2024
Added 41.57%
|
|
Liquid Strategies, LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
357,437
shares
|
$173 Million
44.45% of portfolio
|
Q1 2024
Reduced 30.72%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
357,433
shares
|
$173 Million
0.46% of portfolio
|
Q1 2024
Added 22.7%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
354,139
shares
|
$172 Million
3.36% of portfolio
|
Q2 2023
Added 2040.98%
|
|
Trb Advisors LP
New York, NY |
Apr 16, 2024 Q1 2024 |
350,000
shares
|
$170 Million
36.95% of portfolio
|
Q1 2024
Added 600.0%
|
|
Fusion Family Wealth LLC
|
May 10, 2024 Q1 2024 |
339,807
shares
|
$165 Million
16.93% of portfolio
|
Q1 2024
Added 1.78%
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 13, 2024 Q1 2024 |
333,215
shares
|
$161 Million
14.22% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 13, 2024 Q1 2024 |
331,190
shares
|
$161 Million
0.25% of portfolio
|
Q4 2023
Added 1.56%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
330,946
shares
|
$160 Million
1.78% of portfolio
|
Q1 2024
Added 22.25%
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
325,783
shares
|
$158 Million
0.06% of portfolio
|
Q1 2024
Added 12.39%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
322,017
shares
|
$156 Million
2.17% of portfolio
|
Q1 2024
Reduced 11.02%
|