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 3,161 institutions that hold shares in the stock, with a total of 387 Million shares, which have been reported (via 13F filing form) to have a value of $207 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
210,037
shares
|
$112 Million
10.4% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
208,950
shares
|
$112 Million
2.84% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
208,403
shares
|
$111 Million
0.43% of portfolio
|
Q3 2024
Added 649.27%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
207,051
shares
|
$111 Million
40.69% of portfolio
|
Q3 2022
Added 1.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
205,498
shares
|
$110 Million
3.2% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
203,815
shares
|
$109 Million
5.64% of portfolio
|
Q3 2024
Added 27.94%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
200,932
shares
|
$107 Million
2.33% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
195,566
shares
|
$104 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
195,309
shares
|
$104 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
193,428
shares
|
$103 Million
14.79% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
191,644
shares
|
$102 Million
4.75% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
190,923
shares
|
$102 Million
28.7% of portfolio
|
Q4 2023
Added 94.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
190,884
shares
|
$102 Million
0.5% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
189,967
shares
|
$101 Million
8.85% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
189,871
shares
|
$101 Million
0.53% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
187,270
shares
|
$100 Million
5.41% of portfolio
|
Q4 2022
Added 6.38%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
183,759
shares
|
$98.1 Million
16.0% of portfolio
|
Q1 2024
Added 2.61%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
181,623
shares
|
$97 Million
0.14% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
181,355
shares
|
$96.8 Million
6.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
179,346
shares
|
$95.8 Million
1.16% of portfolio
|
Q3 2024
Added 46.04%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
179,025
shares
|
$95.6 Million
0.63% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
178,812
shares
|
$95.5 Million
3.48% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
178,046
shares
|
$95.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
177,307
shares
|
$94.7 Million
8.22% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
177,300
shares
|
$94.7 Million
4.35% of portfolio
|
Q3 2024
Added 2.9%
|