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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,375
shares
|
$1.29 Million
0.5% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
2,375
shares
|
$1.29 Million
0.74% of portfolio
|
Q1 2024
Added 9.65%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
2,375
shares
|
$1.29 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,369
shares
|
$1.28 Million
0.29% of portfolio
|
Q3 2024
Added 29.74%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,365
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2024
Reduced 64.23%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,363
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Added 32.08%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,347
shares
|
$1.27 Million
1.01% of portfolio
|
Q3 2024
Reduced 90.09%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
2,343
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2021
Reduced 4.09%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
2,333
shares
|
$1.26 Million
0.21% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
2,320
shares
|
$1.26 Million
0.98% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
2,318
shares
|
$1.25 Million
0.75% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,314
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2022
Added 16.21%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,311
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2024
Added 76.14%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2,311
shares
|
$1.25 Million
1.01% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,308
shares
|
$1.25 Million
0.3% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,303
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,301
shares
|
$1.25 Million
0.37% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
2,292
shares
|
$1.24 Million
0.47% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
2,287
shares
|
$1.24 Million
0.68% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
2,283
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,278
shares
|
$1.23 Million
0.71% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
2,277
shares
|
$1.23 Million
0.84% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
2,273
shares
|
$1.23 Million
0.91% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,272
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,269
shares
|
$1.23 Million
0.51% of portfolio
|
Q1 2024
Added 8.31%
|