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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
353,361
shares
|
$193 Million
0.03% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
351,127
shares
|
$192 Million
14.66% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
350,596
shares
|
$191 Million
17.1% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
347,708
shares
|
$190 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
345,896
shares
|
$189 Million
1.0% of portfolio
|
Q3 2024
Added 105.76%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
340,227
shares
|
$186 Million
15.12% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
339,695
shares
|
$185 Million
6.64% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
338,433
shares
|
$185 Million
2.31% of portfolio
|
Q3 2024
Added 331.38%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
318,161
shares
|
$174 Million
0.47% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
315,223
shares
|
$172 Million
1.42% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
314,200
shares
|
$171 Million
2.39% of portfolio
|
Q3 2024
Added 24.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
312,240
shares
|
$170 Million
1.95% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
310,550
shares
|
$169 Million
2.04% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
308,037
shares
|
$168 Million
7.32% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
302,555
shares
|
$165 Million
3.49% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
300,655
shares
|
$164 Million
11.14% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
300,132
shares
|
$164 Million
1.02% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
295,740
shares
|
$161 Million
37.9% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
292,192
shares
|
$159 Million
6.97% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Monashee Investment Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
291,610
shares
|
$159 Million
19.87% of portfolio
|
Q2 2024
Added 8.36%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
291,473
shares
|
$159 Million
26.27% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Taiyo Life Insurance CO
|
Nov 05, 2024 Q3 2024 |
290,100
shares
|
$158 Million
12.13% of portfolio
|
Q2 2023
Reduced 29.69%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
288,581
shares
|
$157 Million
0.2% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
285,592
shares
|
$156 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
285,258
shares
|
$156 Million
9.05% of portfolio
|
Q3 2024
Added 15.21%
|