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 3,151 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 $219 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
606
shares
|
$335,923
0.15% of portfolio
|
Q4 2023
Reduced 5.61%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
605
shares
|
$335,369
0.06% of portfolio
|
Q4 2022
Reduced 6.2%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
604
shares
|
$334,815
0.07% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
604
shares
|
$334,815
0.03% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
603
shares
|
$334,260
0.22% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
603
shares
|
$334,260
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
603
shares
|
$334,260
0.37% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
601
shares
|
$333,152
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
601
shares
|
$333,152
0.25% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
600
shares
|
$332,598
0.09% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
599
shares
|
$332,043
0.23% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
598
shares
|
$331,489
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
597
shares
|
$330,935
0.07% of portfolio
|
Q3 2024
Reduced 28.84%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
597
shares
|
$330,935
0.13% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
596
shares
|
$330,380
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
596
shares
|
$330,380
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
595
shares
|
$329,826
0.12% of portfolio
|
Q3 2024
Added 41.0%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
595
shares
|
$329,826
0.15% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
594
shares
|
$329,272
0.21% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
594
shares
|
$329,272
0.13% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
592
shares
|
$328,163
0.23% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
592
shares
|
$328,163
0.16% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
590
shares
|
$327,054
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
589
shares
|
$326,500
0.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
587
shares
|
$325,391
0.17% of portfolio
|
Q2 2022
New holding
|