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 3,159 institutions that hold shares in the stock, with a total of 395 Million shares, which have been reported (via 13F filing form) to have a value of $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,921
shares
|
$1.04 Million
0.39% of portfolio
|
Q1 2024
Added 4.4%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
1,918
shares
|
$1.04 Million
0.28% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
1,914
shares
|
$1.04 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,907
shares
|
$1.03 Million
0.3% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
1,905
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,897
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 37.97%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
1,890
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
1,887
shares
|
$1.02 Million
0.38% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
1,887
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
1,882
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2024
Added 3.69%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,882
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
1,882
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 14.48%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
1,881
shares
|
$1.02 Million
0.46% of portfolio
|
Q3 2024
Reduced 47.82%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
1,873
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2024
Added 26.98%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
1,872
shares
|
$1.01 Million
0.61% of portfolio
|
Q1 2024
Reduced 4.73%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,870
shares
|
$1.01 Million
0.78% of portfolio
|
Q1 2024
Added 26.78%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,867
shares
|
$1.01 Million
0.39% of portfolio
|
Q3 2023
Added 17.27%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,861
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
1,857
shares
|
$1.01 Million
0.5% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
1,854
shares
|
$1 Million
0.47% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
1,853
shares
|
$1 Million
0.32% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
1,851
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
1,844
shares
|
$998,360
0.76% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,843
shares
|
$997,818
0.55% of portfolio
|
Q4 2022
Added 12.86%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,842
shares
|
$997,277
0.18% of portfolio
|
Q3 2024
Added 0.05%
|