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 $212 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
1,206
shares
|
$656,546
0.3% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
1,206
shares
|
$656,546
0.1% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
1,206
shares
|
$656,546
0.39% of portfolio
|
Q3 2024
Added 107.22%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
1,205
shares
|
$656,002
0.07% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
1,203
shares
|
$654,913
0.37% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,202
shares
|
$654,368
0.2% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
1,195
shares
|
$650,558
0.29% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,192
shares
|
$648,924
0.35% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
1,190
shares
|
$647,836
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
1,182
shares
|
$643,480
0.06% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
1,177
shares
|
$640,758
0.34% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
1,175
shares
|
$639,670
0.4% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
1,175
shares
|
$639,670
0.44% of portfolio
|
Q4 2024
Added 30.85%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,174
shares
|
$639,125
0.03% of portfolio
|
Q3 2024
Added 160.89%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
1,169
shares
|
$636,403
0.03% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
1,168
shares
|
$635,859
0.14% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
1,168
shares
|
$635,859
0.38% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,167
shares
|
$635,314
0.48% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,167
shares
|
$635,314
0.18% of portfolio
|
Q4 2023
Reduced 71.61%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,166
shares
|
$634,770
0.04% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
1,161
shares
|
$632,048
0.39% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,160
shares
|
$631,504
0.06% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
1,160
shares
|
$631,504
0.22% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
1,160
shares
|
$631,504
0.04% of portfolio
|
Q3 2024
Reduced 27.59%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
1,158
shares
|
$630,415
0.12% of portfolio
|
Q2 2024
Reduced 2.77%
|