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Vanguard S&P 500 ETF (VOO) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Vanguard S&P 500 ETF (NYSEARCA:VOO)

Number of
Institutional Buyers
(last 12 months)
2008
Total
Institutional Inflows
(last 12 months)
$120.69B
Number of
Institutional Sellers
(last 12 months)
1279
Total
Institutional Outflows
(last 12 months)
$21.66B
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VOO Institutional Buying and Selling by Quarter

Vanguard S&P 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024Benchmark Investment Advisors LLC2,409$1.16M0.9%-97.1%0.000%
5/16/2024Waverly Advisors LLC43,225$20.78M0.5%+36.1%0.005%
5/16/2024Kinloch Capital LLC10,722$5.15M2.6%+13.9%0.001%
5/16/2024Captrust Financial Advisors1,022,710$491.62M1.6%+10.4%0.113%
5/16/2024Zurich Insurance Group Ltd FI57,601$27.53M0.3%+5.9%0.006%
5/16/2024Waterford Advisors LLC591$284K0.1%-46.8%0.000%
5/15/2024Ascent Group LLC12,613$6.06M0.5%-1.1%0.001%
5/15/2024SVB Wealth LLC138,173$66.42M1.5%-15.8%0.015%
5/15/2024Flow Traders U.S. LLC9,269$4.46M0.2%-72.3%0.001%
5/15/2024Mount Yale Investment Advisors LLC743$357K0.0%+6.8%0.000%
5/15/2024Beaird Harris Wealth Management LLC57,567$27.67M2.7%+8.7%0.006%
5/15/2024Blue Edge Capital LLC9,310$4.40M0.7%+2.0%0.001%
5/15/2024London & Capital Asset Management Ltd12,354$5.94M0.5%N/A0.001%
5/15/2024Manhattan West Asset Management LLC1,083$520K0.1%+2.9%0.000%
5/15/2024BOKF NA84,208$40.43M0.7%+7.5%0.009%
5/15/2024Kestra Advisory Services LLC520,531$250.22M1.7%+19.9%0.057%
5/15/2024Beck Capital Management LLC2,143$1.03M0.3%-10.4%0.000%
5/15/2024Steel Grove Capital Advisors LLC3,560,049$1.71B46.9%+557.5%0.393%
5/15/2024 Lazard Asset Management LLC16,939$8.14M0.0%+27.7%0.002%
5/15/2024 LRI Investments LLC6,234$2.99M0.4%N/A0.001%
5/15/2024 1832 Asset Management L.P.487$234K0.0%-95.9%0.000%
5/15/2024 Linscomb Wealth Inc.2,882$1.39M0.1%-32.6%0.000%
5/15/2024 Stonebridge Capital Advisors LLC823$396K0.0%-15.0%0.000%
5/15/2024 Envoi LLC766$368K0.9%N/A0.000%
5/14/2024 Westwood Holdings Group Inc.1,158$557K0.0%+2.0%0.000%
5/14/2024 JT Stratford LLC5,011$2.41M0.5%+6.3%0.001%
5/14/2024 Capital Group Private Client Services Inc.82,348$39.59M0.4%+6.5%0.009%
5/14/2024 Sheaff Brock Investment Advisors LLC6,620$3.18M0.2%+3.9%0.001%
5/14/2024 Cadence Bank12,297$5.91M0.4%-9.8%0.001%
5/14/2024 Axxcess Wealth Management LLC9,023$4.34M0.1%+12.1%0.001%
5/14/2024 EP Wealth Advisors LLC54,942$26.41M0.3%+2.0%0.006%
5/14/2024 Wellington Wealth Strategies LLC.11,537$5.55M2.6%N/A0.001%
5/14/2024 Freestone Capital Holdings LLC93,693$45.04M1.7%+2.6%0.010%
5/14/2024 Covington Investment Advisors Inc.1,565$752K0.1%+7.1%0.000%
5/14/2024 CreativeOne Wealth LLC17,593$8.46M0.3%+19.1%0.002%
5/14/2024 Delap Wealth Advisory LLC4,009$1.93M0.8%+221.2%0.000%
5/14/2024 Vident Advisory LLC61,805$29.71M0.6%+10.1%0.007%
5/14/2024 Fayez Sarofim & Co839$403K0.0%N/A0.000%
5/14/2024 TFO Wealth Partners LLC8,399$4.04M0.8%-3.5%0.001%
5/14/2024 Sax Wealth Advisors LLC8,936$4.30M0.5%+43.0%0.001%
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5/14/2024 Northwest Wealth Management LLC3,472$1.67M0.5%+6.2%0.000%
5/14/2024 Mattern Wealth Management LLC603$290K0.1%-5.9%0.000%
5/14/2024 Crewe Advisors LLC25,292$12.16M1.4%+15.9%0.003%
5/14/2024 Leelyn Smith LLC5,513$2.65M0.5%+66.2%0.001%
5/14/2024 Evermay Wealth Management LLC140,822$67.69M10.2%-1.1%0.016%
5/14/2024 Front Street Capital Management Inc.66,395$31.91M6.0%+2.6%0.007%
5/14/2024 Burns Matteson Capital Management LLC1,088$523K0.3%N/A0.000%
5/14/2024 Karpus Management Inc.404,319$194.36M5.6%-5.9%0.045%
5/14/2024 InterOcean Capital Group LLC161,930$77.84M1.9%+15.4%0.018%
5/14/2024 Pitcairn Co.15,510$7.46M0.5%N/A0.002%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund444,860$213.84M0.7%N/A0.049%
5/14/2024 Passaic Partners LLC39,426$18.95M2.7%N/A0.004%
5/14/2024 CANADA LIFE ASSURANCE Co119,365$57.57M0.1%-6.6%0.013%
5/14/2024 Oxford Financial Group LTD. LLC12,745$6.13M0.4%-28.7%0.001%
5/14/2024 Vaughan David Investments LLC IL686$330K0.0%N/A0.000%
5/14/2024 National Bank of Canada FI64,370$30.80M0.0%+37.7%0.007%
5/14/2024 RB Capital Management LLC1,849$889K0.2%+6.6%0.000%
5/14/2024 Lake Street Advisors Group LLC163,961$78.82M3.7%+16.2%0.018%
5/13/2024 Bessemer Group Inc.847,020$407.16M0.7%-0.6%0.093%
5/13/2024 Atlanta Consulting Group Advisors LLC3,091$1.49M0.5%N/A0.000%
5/13/2024 Delta Asset Management LLC TN343$165K0.0%+17,050.0%0.000%
5/13/2024 Safeguard Investment Advisory Group LLC12,349$5.94M2.0%-3.1%0.001%
5/13/2024 Index Fund Advisors Inc.3,920$1.88M0.1%+103.6%0.000%
5/13/2024Cedar Wealth Management LLC5,639$2.71M0.9%+35.2%0.001%
5/13/2024 Basso Capital Management L.P.45,040$21.65M20.4%-8.1%0.005%
5/13/2024 Texas Capital Bank Wealth Management Services Inc581,926$279.73M30.7%+3.5%0.064%
5/13/2024 Texas Capital Bancshares Inc TX133,302$64.08M29.1%+16.4%0.015%
5/13/2024 O Shaughnessy Asset Management LLC11,673$5.61M0.1%+64.2%0.001%
5/13/2024 Ameritas Investment Partners Inc.88,245$42.42M1.5%-6.9%0.010%
5/13/2024 Alerus Financial NA289,154$139.00M10.5%-3.0%0.032%
5/13/2024 PAX Financial Group LLC16,202$7.79M1.6%+0.9%0.002%
5/11/2024 Brogan Financial Inc.956$460K0.3%+18.8%0.000%
5/11/2024 Trustmark National Bank Trust Department2,597$1.25M0.1%+31.1%0.000%
5/11/2024 Davis R M Inc.4,066$1.95M0.0%-3.6%0.000%
5/11/2024 New York Life Insurance Co.428,036$205.76M58.2%+314.6%0.047%
5/11/2024 Elevatus Welath Management1,254$603K0.2%+16.4%0.000%
5/11/2024 Peak Asset Management LLC8,072$3.88M0.8%+13.6%0.001%
5/11/2024 Aufman Associates Inc69,515$33.42M23.5%-0.8%0.008%
5/11/2024 Beaumont Financial Advisors LLC39,249$18.87M1.6%+3.0%0.004%
5/11/2024 Cynosure Group LLC23,334$11.21M2.0%+12.2%0.003%
5/11/2024 ESL Trust Services LLC439$211K0.1%N/A0.000%
5/11/2024 Ironwood Investment Counsel LLC5,748$2.76M0.5%+5.0%0.001%
5/11/2024 Catalytic Wealth RIA LLC13,383$6.43M1.3%+115.4%0.001%
5/11/2024 Northern Capital Management Inc.1,252$602K0.4%+76.1%0.000%
5/11/2024 Edgestream Partners L.P.19,964$9.60M0.5%+28.8%0.002%
5/11/2024 Hirtle Callaghan & Co LLC125,892$60.52M2.6%-6.9%0.014%
5/11/2024 Strait & Sound Wealth Management LLC995$474K0.3%-4.8%0.000%
5/11/2024 Retirement Financial Solutions LLC3,218$1.55M0.8%-7.2%0.000%
5/11/2024 Cercano Management LLC10,935$5.26M0.1%N/A0.001%
5/11/2024 Chiron Capital Management LLC1,283$617K0.6%+6.0%0.000%
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5/11/2024 Patten & Patten Inc. TN13,564$6.52M0.5%-3.7%0.001%
5/10/2024 Osaic Holdings Inc.984,612$473.45M1.1%-48.2%0.109%
5/10/2024 Rodgers & Associates LTD631$303K0.0%-5.5%0.000%
5/10/2024 Fiducient Advisors LLC113,970$54.79M10.8%-5.7%0.013%
5/10/2024 TIAA Trust National Association881,548$423.76M1.3%+1.4%0.097%
5/10/2024 Vanguard Group Inc.25,386,297$12.20B0.2%+11.1%2.802%
5/10/2024 Alera Investment Advisors LLC11,884$5.71M0.8%-44.0%0.001%
5/10/2024 Spirepoint Private Client LLC9,351$4.50M0.7%N/A0.001%
5/10/2024 Resolute Advisors LLC70,513$33.90M6.3%+3.3%0.008%
5/10/2024 JPMorgan Chase & Co.21,245,952$10.21B0.9%+95.8%2.345%
(Data available from 1/1/2016 forward)

VOO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOO shares?

During the previous two years, 2,838 institutional investors and hedge funds held shares of Vanguard S&P 500 ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($36.48B), Bank of America Corp DE ($21.48B), Vanguard Group Inc. ($12.20B), Raymond James & Associates ($11.06B), JPMorgan Chase & Co. ($10.21B), Morgan Stanley ($6.72B), and Envestnet Asset Management Inc. ($5.49B).Learn more on VOO's institutional investors.

Which institutional investors have been buying Vanguard S&P 500 ETF stock?

Of the 2,597 institutional investors that purchased Vanguard S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($200.11M), Summit Wealth Group LLC ($39.37M), Bank of America Corp DE ($31.98M), Envestnet Asset Management Inc. ($30.24M), JPMorgan Chase & Co. ($10.50M), Cerity Partners LLC ($8.32M), and Bishop & Co Investment Management LLC ($6.50M).

How much institutional buying is happening at Vanguard S&P 500 ETF?

Institutional investors have bought a total of 445,588,921 shares in the last 24 months. This purchase volume represents approximately $178.98B in transactions.

Which Vanguard S&P 500 ETF major shareholders have been selling company stock?

Of the 1,809 institutional investors that sold Vanguard S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($29.78M), Whalerock Point Partners LLC ($7.94M), Aaron Wealth Advisors LLC ($6.34M), JPMorgan Chase & Co. ($4.15M), Clal Insurance Enterprises Holdings Ltd ($2.83M), CBIZ Investment Advisory Services LLC ($2.79M), and Varma Mutual Pension Insurance Co ($2.13M).

How much institutional selling is happening at Vanguard S&P 500 ETF?

Institutional investors have sold a total of 94,930,315 shares in the last 24 months. This volume of shares sold represents approximately $37.60B in transactions.


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This page (NYSEARCA:VOO) was last updated on 5/16/2024 by MarketBeat.com Staff

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