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 3,148 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 $215 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,972,787
shares
|
$1.08 Billion
2.24% of portfolio
|
Q3 2023
Reduced 6.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,847,742
shares
|
$1.01 Billion
3.32% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Element Capital Management LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
1,807,400
shares
|
$986 Million
43.98% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,782,370
shares
|
$973 Million
1.36% of portfolio
|
Q3 2024
Added 51.52%
|
|
|
Investure, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
1,777,105
shares
|
$970 Million
64.97% of portfolio
|
Q3 2024
Added 148.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,760,216
shares
|
$960 Million
0.83% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,714,674
shares
|
$936 Million
4.55% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
1,702,902
shares
|
$929 Million
0.37% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
E L Financial Corp LTD
|
Oct 29, 2024 Q3 2024 |
1,653,660
shares
|
$902 Million
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Fj Investments, LLC
Salt Lake City, UT |
Nov 01, 2024 Q3 2024 |
1,649,295
shares
|
$900 Million
86.17% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,456,092
shares
|
$795 Million
0.82% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,452,276
shares
|
$792 Million
3.44% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,390,286
shares
|
$759 Million
3.55% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,353,886
shares
|
$739 Million
36.73% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,347,248
shares
|
$735 Million
25.15% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,342,038
shares
|
$732 Million
1.07% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,323,617
shares
|
$722 Million
3.34% of portfolio
|
Q2 2023
Reduced 89.44%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
1,306,163
shares
|
$713 Million
6.12% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,270,617
shares
|
$693 Million
1.52% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,254,474
shares
|
$684 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,199,671
shares
|
$655 Million
54.18% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,182,101
shares
|
$645 Million
0.12% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,175,117
shares
|
$641 Million
23.23% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,163,567
shares
|
$635 Million
6.32% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,145,416
shares
|
$625 Million
9.58% of portfolio
|
Q3 2024
Added 1.22%
|