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 |
---|---|---|---|---|---|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
221,519
shares
|
$107 Million
0.68% of portfolio
|
Q1 2024
Added 2.0%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
220,903
shares
|
$107 Million
0.63% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
Gleason Group, Inc.
|
Apr 12, 2024 Q1 2024 |
220,813
shares
|
$107 Million
22.22% of portfolio
|
Q1 2024
Added 1.02%
|
|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
219,939
shares
|
$107 Million
2.81% of portfolio
|
Q4 2023
Added 0.99%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
218,351
shares
|
$106 Million
2.0% of portfolio
|
Q3 2022
Added 9.68%
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2024 Q1 2024 |
217,744
shares
|
$106 Million
2.6% of portfolio
|
Q1 2024
Added 0.93%
|
|
Wiser Wealth Management, Inc
|
Apr 19, 2024 Q1 2024 |
217,228
shares
|
$105 Million
34.26% of portfolio
|
Q1 2024
Added 4.19%
|
|
Yarbrough Capital, LLC
|
Apr 10, 2024 Q1 2024 |
216,447
shares
|
$105 Million
4.54% of portfolio
|
Q4 2022
Added 3.61%
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 15, 2024 Q1 2024 |
210,989
shares
|
$102 Million
10.09% of portfolio
|
Q1 2024
Added 11.82%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
210,134
shares
|
$102 Million
0.92% of portfolio
|
Q1 2024
Added 4.17%
|
|
Hall Kathryn A.
San Francisco, CA |
May 13, 2024 Q1 2024 |
208,824
shares
|
$101 Million
23.92% of portfolio
|
Q1 2024
Added 32.73%
|
|
Goal Vest Advisory LLC
|
Apr 15, 2024 Q1 2024 |
208,663
shares
|
$101 Million
33.71% of portfolio
|
Q1 2024
Added 7.54%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 01, 2024 Q1 2024 |
208,530
shares
|
$101 Million
37.7% of portfolio
|
Q1 2024
Added 3.47%
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
207,051
shares
|
$100 Million
40.69% of portfolio
|
Q3 2022
Added 1.8%
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
206,057
shares
|
$99.9 Million
9.88% of portfolio
|
Q1 2024
Added 2.56%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
205,569
shares
|
$99.6 Million
1.15% of portfolio
|
Q1 2024
Reduced 16.92%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
204,212
shares
|
$99 Million
1.53% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
Arrow Financial Corp
|
May 21, 2024 Q1 2024 |
203,492
shares
|
$98.6 Million
9.83% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
202,353
shares
|
$98.1 Million
5.91% of portfolio
|
Q1 2024
Added 3358.43%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
200,541
shares
|
$97.2 Million
2.47% of portfolio
|
Q1 2024
Added 4.89%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
199,808
shares
|
$96.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.83%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2024 Q1 2024 |
196,132
shares
|
$95 Million
3.56% of portfolio
|
Q1 2024
Reduced 51.17%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
195,306
shares
|
$94.6 Million
7.35% of portfolio
|
Q1 2024
Added 47.7%
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 13, 2024 Q1 2024 |
193,300
shares
|
$93.7 Million
6.48% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
190,923
shares
|
$92.5 Million
28.7% of portfolio
|
Q4 2023
Added 94.7%
|