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 3,150 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 |
|---|---|---|---|---|---|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
282,670
shares
|
$156 Million
33.01% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
277,673
shares
|
$154 Million
18.31% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
276,863
shares
|
$153 Million
4.65% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
276,782
shares
|
$153 Million
11.21% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
276,201
shares
|
$153 Million
17.72% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
273,106
shares
|
$151 Million
13.07% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
273,088
shares
|
$151 Million
26.19% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
268,674
shares
|
$149 Million
3.12% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
261,569
shares
|
$145 Million
3.24% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
261,391
shares
|
$145 Million
12.79% of portfolio
|
Q4 2023
Added 6.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
256,435
shares
|
$142 Million
3.33% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Edgehill Endowment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
253,092
shares
|
$140 Million
22.98% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
252,705
shares
|
$140 Million
4.89% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
252,699
shares
|
$140 Million
8.49% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2024 Q3 2024 |
252,398
shares
|
$140 Million
0.32% of portfolio
|
Q3 2024
Reduced 44.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
251,075
shares
|
$139 Million
4.97% of portfolio
|
Q3 2024
Added 16.5%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
250,020
shares
|
$138 Million
10.71% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
248,899
shares
|
$138 Million
11.17% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
246,825
shares
|
$137 Million
10.92% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
246,164
shares
|
$136 Million
13.05% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
245,834
shares
|
$136 Million
21.45% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
245,786
shares
|
$136 Million
10.2% of portfolio
|
Q3 2021
Added 4.2%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
244,031
shares
|
$135 Million
1.54% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
242,546
shares
|
$134 Million
6.08% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
242,195
shares
|
$134 Million
1.86% of portfolio
|
Q3 2024
Reduced 2.91%
|