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 3,157 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 $215 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,583
shares
|
$861,785
0.24% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,580
shares
|
$860,152
0.06% of portfolio
|
Q4 2023
Reduced 22.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,573
shares
|
$856,341
0.07% of portfolio
|
Q4 2024
Added 23.28%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
1,573
shares
|
$856,341
0.33% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,568
shares
|
$853,619
0.28% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
1,565
shares
|
$851,986
0.16% of portfolio
|
Q4 2023
Added 2.09%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
1,561
shares
|
$849,808
0.45% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
1,560
shares
|
$849,264
0.1% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
1,560
shares
|
$849,264
0.56% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
1,556
shares
|
$847,086
0.43% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
1,554
shares
|
$845,997
0.89% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
1,546
shares
|
$841,642
0.79% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
1,545
shares
|
$841,098
0.04% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
1,542
shares
|
$839,464
0.17% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,541
shares
|
$838,920
0.3% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
1,537
shares
|
$836,742
0.03% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
1,536
shares
|
$836,198
0.46% of portfolio
|
Q3 2024
Added 58.84%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
1,533
shares
|
$834,565
0.28% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
1,533
shares
|
$834,565
0.23% of portfolio
|
Q3 2018
Reduced 16.37%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,529
shares
|
$832,387
0.21% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,527
shares
|
$831,298
0.54% of portfolio
|
Q3 2024
Added 33.71%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,525
shares
|
$830,210
0.05% of portfolio
|
Q3 2023
Added 10.91%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
1,515
shares
|
$824,766
0.16% of portfolio
|
Q3 2024
Reduced 27.65%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
1,515
shares
|
$824,766
0.36% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
1,515
shares
|
$824,766
0.24% of portfolio
|
Q3 2024
Reduced 4.3%
|