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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
5,618
shares
|
$3.05 Million
1.38% of portfolio
|
Q2 2024
Added 112.88%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,606
shares
|
$3.04 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Emc Capital Management
Houston, TX |
Oct 28, 2024 Q3 2024 |
5,598
shares
|
$3.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,587
shares
|
$3.03 Million
2.09% of portfolio
|
Q3 2024
Added 31.03%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
5,580
shares
|
$3.03 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
5,575
shares
|
$3.02 Million
0.09% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
5,568
shares
|
$3.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
5,553
shares
|
$3.01 Million
0.36% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,529
shares
|
$3 Million
0.28% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
5,485
shares
|
$2.97 Million
0.22% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,476
shares
|
$2.97 Million
0.76% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
5,464
shares
|
$2.96 Million
1.68% of portfolio
|
Q3 2024
Added 138.92%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,463
shares
|
$2.96 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,442
shares
|
$2.95 Million
0.17% of portfolio
|
Q3 2024
Added 33.35%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Nov 13, 2024 Q3 2024 |
5,438
shares
|
$2.95 Million
19.1% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
5,425
shares
|
$2.94 Million
2.17% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,422
shares
|
$2.94 Million
0.42% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
5,420
shares
|
$2.94 Million
1.31% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,419
shares
|
$2.94 Million
0.74% of portfolio
|
Q2 2022
Reduced 20.1%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
5,416
shares
|
$2.94 Million
2.53% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,396
shares
|
$2.93 Million
11.59% of portfolio
|
Q3 2024
Reduced 68.55%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
5,387
shares
|
$2.92 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
5,375
shares
|
$2.91 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
5,368
shares
|
$2.91 Million
0.63% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
5,336
shares
|
$2.89 Million
2.9% of portfolio
|
Q3 2024
Reduced 0.82%
|