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 3,155 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 $218 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
241,627
shares
|
$134 Million
1.72% of portfolio
|
Q4 2023
Added 2.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
240,525
shares
|
$133 Million
1.43% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
240,072
shares
|
$133 Million
0.38% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
240,017
shares
|
$133 Million
4.5% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
238,646
shares
|
$132 Million
3.3% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
238,646
shares
|
$132 Million
2.85% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
236,374
shares
|
$131 Million
22.86% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
235,136
shares
|
$130 Million
0.3% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
233,947
shares
|
$129 Million
7.07% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
231,490
shares
|
$128 Million
0.73% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
230,714
shares
|
$128 Million
1.23% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
230,185
shares
|
$127 Million
36.71% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
227,103
shares
|
$126 Million
0.63% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
225,590
shares
|
$125 Million
6.74% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Fairfield University
|
Nov 12, 2024 Q3 2024 |
225,506
shares
|
$125 Million
77.77% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
221,392
shares
|
$122 Million
38.37% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
220,021
shares
|
$122 Million
3.76% of portfolio
|
Q3 2024
Reduced 36.39%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
219,884
shares
|
$122 Million
33.39% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
219,540
shares
|
$121 Million
2.91% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
218,351
shares
|
$121 Million
2.0% of portfolio
|
Q3 2022
Added 9.68%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
216,925
shares
|
$120 Million
10.49% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
216,639
shares
|
$120 Million
12.53% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
216,631
shares
|
$120 Million
0.96% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
216,447
shares
|
$120 Million
4.68% of portfolio
|
Q4 2022
Added 3.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
215,221
shares
|
$119 Million
0.0% of portfolio
|
Q2 2024
Added 7.71%
|