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 |
|---|---|---|---|---|---|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
3,559
shares
|
$1.93 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
3,550
shares
|
$1.92 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
3,545
shares
|
$1.92 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,543
shares
|
$1.92 Million
0.33% of portfolio
|
Q3 2024
Added 49.68%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,533
shares
|
$1.92 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
3,533
shares
|
$1.92 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
3,500
shares
|
$1.9 Million
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,489
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
3,482
shares
|
$1.89 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
3,480
shares
|
$1.89 Million
0.09% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
3,465
shares
|
$1.88 Million
0.45% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
3,463
shares
|
$1.88 Million
1.42% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
3,448
shares
|
$1.87 Million
0.56% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
3,447
shares
|
$1.87 Million
0.6% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
3,446
shares
|
$1.87 Million
0.99% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,443
shares
|
$1.87 Million
0.36% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
3,442
shares
|
$1.87 Million
1.68% of portfolio
|
Q3 2024
Added 109.49%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
3,430
shares
|
$1.86 Million
0.75% of portfolio
|
Q3 2024
Added 111.08%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
3,428
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
3,420
shares
|
$1.85 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
3,420
shares
|
$1.85 Million
1.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,402
shares
|
$1.84 Million
0.93% of portfolio
|
Q3 2024
Reduced 15.2%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
3,401
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
3,400
shares
|
$1.84 Million
0.4% of portfolio
|
Q3 2024
Added 38.89%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
3,395
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
Added 36.45%
|