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 3,257 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
14,037
shares
|
$7.81 Million
0.1% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
14,036
shares
|
$7.81 Million
0.93% of portfolio
|
Q3 2024
Reduced 30.12%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
13,990
shares
|
$7.78 Million
1.27% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
13,957
shares
|
$7.76 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.28%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
13,946
shares
|
$7.76 Million
1.01% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
13,938
shares
|
$7.75 Million
0.51% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
13,928
shares
|
$7.75 Million
0.75% of portfolio
|
Q4 2024
Added 53.16%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
13,889
shares
|
$7.73 Million
1.57% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
13,883
shares
|
$7.72 Million
2.81% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,870
shares
|
$7.72 Million
0.56% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
13,859
shares
|
$7.71 Million
0.81% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
13,851
shares
|
$7.71 Million
2.7% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
13,786
shares
|
$7.67 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
13,765
shares
|
$7.66 Million
0.74% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,714
shares
|
$7.63 Million
0.67% of portfolio
|
Q3 2022
Reduced 11.56%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
13,673
shares
|
$7.61 Million
0.88% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
13,500
shares
|
$7.51 Million
6.07% of portfolio
|
Q3 2022
Reduced 10.0%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
13,489
shares
|
$7.5 Million
8.47% of portfolio
|
Q3 2023
Added 23.99%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
13,462
shares
|
$7.49 Million
2.79% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
13,414
shares
|
$7.46 Million
4.67% of portfolio
|
Q3 2024
Added 17.42%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
13,390
shares
|
$7.45 Million
1.36% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
13,380
shares
|
$7.44 Million
1.26% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
13,325
shares
|
$7.41 Million
0.49% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,300
shares
|
$7.4 Million
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
13,250
shares
|
$7.37 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.19%
|