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 |
|---|---|---|---|---|---|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,592
shares
|
$1.4 Million
0.24% of portfolio
|
Q4 2021
Added 1.09%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,591
shares
|
$1.4 Million
0.51% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,582
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Added 27.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,579
shares
|
$1.4 Million
0.37% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
2,574
shares
|
$1.39 Million
0.28% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
2,571
shares
|
$1.39 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
2,565
shares
|
$1.39 Million
0.47% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
2,563
shares
|
$1.39 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,552
shares
|
$1.38 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
2,552
shares
|
$1.38 Million
0.76% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
2,547
shares
|
$1.38 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
2,542
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
2,540
shares
|
$1.38 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,537
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
2,534
shares
|
$1.37 Million
1.59% of portfolio
|
Q3 2024
Reduced 37.62%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
2,529
shares
|
$1.37 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
2,527
shares
|
$1.37 Million
0.27% of portfolio
|
Q3 2024
Added 187.16%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,519
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
2,518
shares
|
$1.36 Million
0.87% of portfolio
|
Q2 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
2,517
shares
|
$1.36 Million
0.49% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,514
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2024
Added 31.42%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Nov 25, 2024 Q3 2024 |
2,514
shares
|
$1.36 Million
5.84% of portfolio
|
Q3 2024
Reduced 23.93%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
2,495
shares
|
$1.35 Million
0.49% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
2,486
shares
|
$1.35 Million
0.45% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,476
shares
|
$1.34 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.34%
|