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 2,879 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $175 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Opus Capital Group, LLC
|
Apr 26, 2024 Q1 2024 |
260,214
shares
|
$126 Million
18.27% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
259,136
shares
|
$126 Million
2.0% of portfolio
|
Q1 2024
Added 4.35%
|
|
Millburn Ridgefield Corp
|
Apr 26, 2024 Q1 2024 |
253,480
shares
|
$123 Million
3.37% of portfolio
|
Q1 2024
Added 6.41%
|
|
Lutz Financial Services LLC
|
May 03, 2024 Q1 2024 |
253,480
shares
|
$123 Million
10.65% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 24, 2024 Q1 2024 |
253,480
shares
|
$123 Million
2.96% of portfolio
|
Q1 2024
Added 6.41%
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2024 Q1 2024 |
252,829
shares
|
$123 Million
13.08% of portfolio
|
Q1 2024
Reduced 7.58%
|
|
Victory Capital Management Inc
|
May 03, 2024 Q1 2024 |
251,802
shares
|
$122 Million
0.12% of portfolio
|
Q1 2024
Added 2.59%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
247,158
shares
|
$120 Million
6.06% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
246,332
shares
|
$119 Million
1.82% of portfolio
|
Q1 2024
Added 1.95%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
245,834
shares
|
$119 Million
21.45% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
245,786
shares
|
$119 Million
10.2% of portfolio
|
Q3 2021
Added 4.2%
|
|
Allen Investment Management LLC
|
May 07, 2024 Q1 2024 |
243,992
shares
|
$118 Million
1.5% of portfolio
|
Q1 2024
Added 0.61%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
243,611
shares
|
$118 Million
8.1% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
241,627
shares
|
$117 Million
1.72% of portfolio
|
Q4 2023
Added 2.27%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
237,601
shares
|
$115 Million
2.79% of portfolio
|
Q1 2024
Added 4.66%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
236,111
shares
|
$114 Million
4.44% of portfolio
|
Q4 2023
Added 9.58%
|
|
Toews Corp
|
Apr 18, 2024 Q1 2024 |
232,840
shares
|
$113 Million
19.54% of portfolio
|
Q1 2024
Reduced 3.24%
|
|
Litman Gregory Wealth Management LLC
|
May 03, 2024 Q1 2024 |
228,857
shares
|
$111 Million
9.98% of portfolio
|
Q1 2024
Added 2.41%
|
|
One Day In July LLC
|
Apr 25, 2024 Q1 2024 |
227,191
shares
|
$110 Million
14.5% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
227,092
shares
|
$110 Million
4.41% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
Zhang Financial LLC
|
Apr 24, 2024 Q1 2024 |
226,909
shares
|
$110 Million
8.12% of portfolio
|
Q1 2024
Added 11.94%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 14, 2024 Q1 2024 |
226,809
shares
|
$110 Million
0.42% of portfolio
|
Q4 2023
Added 4.22%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
225,357
shares
|
$109 Million
4.64% of portfolio
|
Q1 2024
Added 5.54%
|
|
Sageworth Trust CO
|
Apr 16, 2024 Q1 2024 |
223,642
shares
|
$108 Million
6.96% of portfolio
|
Q1 2024
Added 6.98%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
223,463
shares
|
$108 Million
0.29% of portfolio
|
Q1 2024
Added 0.01%
|