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 |
|---|---|---|---|---|---|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,267
shares
|
$1.77 Million
0.59% of portfolio
|
Q3 2024
Added 17.94%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
3,263
shares
|
$1.77 Million
1.13% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,260
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
3,251
shares
|
$1.76 Million
0.5% of portfolio
|
Q3 2024
Added 48.52%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,249
shares
|
$1.76 Million
0.16% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,248
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,232
shares
|
$1.75 Million
0.37% of portfolio
|
Q4 2022
Added 6.25%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,210
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
3,207
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
3,192
shares
|
$1.73 Million
1.3% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
3,185
shares
|
$1.73 Million
1.5% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
3,176
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,174
shares
|
$1.72 Million
0.93% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,154
shares
|
$1.71 Million
0.82% of portfolio
|
Q1 2024
Reduced 4.19%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
3,154
shares
|
$1.71 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
3,142
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
3,142
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
3,140
shares
|
$1.7 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
3,135
shares
|
$1.7 Million
0.26% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,132
shares
|
$1.7 Million
1.1% of portfolio
|
Q3 2024
Reduced 33.53%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
3,126
shares
|
$1.69 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
3,121
shares
|
$1.69 Million
0.12% of portfolio
|
Q2 2024
Added 20.18%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,116
shares
|
$1.69 Million
0.81% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,115
shares
|
$1.69 Million
0.55% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
3,113
shares
|
$1.69 Million
1.18% of portfolio
|
Q3 2024
New holding
|