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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,991
shares
|
$1.62 Million
0.12% of portfolio
|
Q3 2022
Reduced 10.1%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
2,990
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
2,978
shares
|
$1.61 Million
0.22% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
2,953
shares
|
$1.6 Million
0.41% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
2,949
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
2,948
shares
|
$1.6 Million
0.43% of portfolio
|
Q3 2024
Added 28.68%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,928
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
2,927
shares
|
$1.59 Million
0.49% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,925
shares
|
$1.59 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
2,918
shares
|
$1.58 Million
0.14% of portfolio
|
Q4 2023
Added 17.57%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
2,910
shares
|
$1.58 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
2,909
shares
|
$1.58 Million
0.13% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
2,904
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,893
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 83.21%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
2,886
shares
|
$1.56 Million
0.53% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,879
shares
|
$1.56 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,871
shares
|
$1.56 Million
0.2% of portfolio
|
Q3 2024
Added 369.89%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
2,866
shares
|
$1.55 Million
0.15% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,863
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
2,860
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2024
Reduced 35.15%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
2,849
shares
|
$1.54 Million
0.6% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
2,836
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
2,831
shares
|
$1.53 Million
0.35% of portfolio
|
Q3 2024
Added 126.12%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
2,830
shares
|
$1.53 Million
0.53% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,826
shares
|
$1.53 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.86%
|