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 3,156 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 $213 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
986
shares
|
$531,266
0.05% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
985
shares
|
$530,727
0.15% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
982
shares
|
$529,111
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Sicart Associates LLC
|
Oct 25, 2024 Q3 2024 |
982
shares
|
$529,111
0.19% of portfolio
|
Q4 2023
Added 60.72%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
981
shares
|
$528,572
0.05% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
981
shares
|
$528,572
0.38% of portfolio
|
Q1 2024
Added 16.93%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
979
shares
|
$527,494
0.15% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
978
shares
|
$526,956
0.1% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
975
shares
|
$525,339
0.35% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
975
shares
|
$525,339
0.03% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
974
shares
|
$524,800
0.13% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
973
shares
|
$524,262
0.05% of portfolio
|
Q2 2023
Reduced 20.96%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
970
shares
|
$522,645
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
969
shares
|
$522,106
0.4% of portfolio
|
Q4 2023
Added 1.79%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
969
shares
|
$522,106
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
968
shares
|
$521,568
0.03% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
968
shares
|
$521,568
0.05% of portfolio
|
Q3 2024
Added 36.92%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
967
shares
|
$521,029
0.08% of portfolio
|
Q3 2024
Added 83.49%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
965
shares
|
$519,951
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
965
shares
|
$519,951
0.25% of portfolio
|
Q1 2023
Added 0.1%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
963
shares
|
$518,874
0.05% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
962
shares
|
$518,335
0.31% of portfolio
|
Q3 2024
Reduced 50.36%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
961
shares
|
$517,796
0.13% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
961
shares
|
$517,796
0.28% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
957
shares
|
$515,641
0.06% of portfolio
|
Q2 2024
Added 28.28%
|