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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
4,364
shares
|
$2.37 Million
0.39% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
4,347
shares
|
$2.36 Million
1.87% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,341
shares
|
$2.35 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
4,336
shares
|
$2.35 Million
0.17% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
4,330
shares
|
$2.35 Million
1.13% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
4,329
shares
|
$2.35 Million
0.32% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,304
shares
|
$2.33 Million
0.1% of portfolio
|
Q3 2022
Added 92.92%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,303
shares
|
$2.33 Million
0.29% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
4,298
shares
|
$2.33 Million
7.53% of portfolio
|
Q3 2023
Reduced 56.18%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
4,293
shares
|
$2.33 Million
0.2% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
4,293
shares
|
$2.33 Million
0.52% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
4,293
shares
|
$2.33 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,284
shares
|
$2.32 Million
0.8% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
4,274
shares
|
$2.32 Million
1.24% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
4,269
shares
|
$2.31 Million
0.85% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4,263
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,258
shares
|
$2.31 Million
0.4% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
4,258
shares
|
$2.31 Million
0.61% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
4,253
shares
|
$2.31 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
4,247
shares
|
$2.3 Million
0.15% of portfolio
|
Q3 2024
Added 19.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
4,244
shares
|
$2.3 Million
0.31% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,243
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2022
Reduced 35.95%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,236
shares
|
$2.3 Million
0.56% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,233
shares
|
$2.29 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
4,228
shares
|
$2.29 Million
0.46% of portfolio
|
Q3 2020
Reduced 0.4%
|