Free Trial

Vanguard S&P 500 ETF (VOO) Institutional Ownership

-11.65 (-2.29%)
(As of 05:27 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
Get VOO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard S&P 500 ETF stock? Sign up for's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VOO Institutional Buying and Selling by Quarter

Vanguard S&P 500 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2024 Geneos Wealth Management Inc.71,693$35.86M1.6%+11.6%0.008%
7/23/2024 Bridge Advisory LLC426$213K0.1%N/A0.000%
7/23/2024Sandy Cove Advisors LLC48,869$24.44M10.9%+3.7%0.005%
7/23/2024 Financial Synergies Wealth Advisors Inc.4,076$2.04M0.3%-1.6%0.000%
7/23/2024Private Advisory Group LLC8,878$4.44M0.6%-2.1%0.001%
7/23/2024Precedent Wealth Partners LLC4,416$2.21M0.9%+32.1%0.000%
7/23/2024SOL Capital Management CO16,551$8.28M1.0%+4.3%0.002%
7/23/2024Thompson Davis & CO. Inc.4,880$2.44M2.1%+5.2%0.001%
7/23/2024 HTLF Bank868$434K0.0%-10.8%0.000%
7/23/2024 GYL Financial Synergies LLC13,369$6.69M0.5%+7.7%0.001%
7/23/2024 All Season Financial Advisors Inc.462$231K0.2%N/A0.000%
7/23/2024 Atlas Brown Inc.429$215K0.1%N/A0.000%
7/23/2024 Level Financial Advisors95,012$47.52M20.6%-1.5%0.010%
7/23/2024 Griffin Asset Management Inc.1,413$707K0.1%-13.6%0.000%
7/23/2024Proffitt & Goodson Inc.97,450$48.74M8.6%+1.4%0.011%
7/23/2024Heritage Financial Services LLC3,066$1.53M0.2%+16.7%0.000%
7/23/2024 American National Bank357$179K0.0%+104.0%0.000%
7/23/2024Madison Park Capital Advisors LLC1,820$910K0.8%+30.3%0.000%
7/23/2024 Concourse Financial Group Securities Inc.54,946$27.58M1.7%-3.6%0.006%
7/23/2024RMR Wealth Builders143,763$71.90M8.2%+2.6%0.016%
7/23/2024 Courier Capital LLC3,254$1.63M0.1%-88.3%0.000%
7/23/2024 Fortis Capital Management LLC3,510$1.76M0.4%+4.7%0.000%
7/23/2024Perennial Advisors LLC1,134$567K0.1%+2.7%0.000%
7/23/2024Security Financial Services INC.28,839$14.42M3.1%+24.4%0.003%
7/23/2024Stegner Investment Associates Inc.9,677$4.84M3.5%-7.6%0.001%
7/23/2024Rockland Trust Co.15,237$7.62M0.4%-0.4%0.002%
7/23/2024 Burns J W & Co. Inc. NY1,671$836K0.1%+4.0%0.000%
7/23/2024Xcel Wealth Management LLC8,900$4.45M1.4%-1.0%0.001%
7/23/2024Busey Bank3,330$1.67M0.1%+1.1%0.000%
7/23/2024 Bear Mountain Capital Inc.56,089$28.86M11.7%-1.9%0.006%
7/23/2024TFC Financial Management Inc.2,398$1.20M0.2%-4.9%0.000%
7/23/2024 Exchange Capital Management Inc.612$306K0.0%+5.5%0.000%
7/23/2024Vicus Capital43,121$21.57M1.9%-0.3%0.005%
7/23/2024 Dupree Financial Group LLC1,572$786K0.4%+60.7%0.000%
7/23/2024 Essex LLC1,286$643K0.1%+14.3%0.000%
7/23/2024 Bank Hapoalim BM40,104$20.06M2.8%-54.2%0.004%
7/23/2024 Ayalon Insurance Comp Ltd.14,268$7.16M2.4%+2.6%0.002%
7/23/2024 Fifth Third Wealth Advisors LLC2,412$1.21M0.1%+118.9%0.000%
7/23/2024 Diversified Portfolios Inc.2,237$1.12M0.1%+4.4%0.000%
Former Hedge Fund Legend Slams Wall Street (Ad)

Former hedge fund manager: "Move your money before the Fed's next meeting on July 31" In 2022, the Federal Reserve raised interest rates and triggered a stock market event that slashed the average investor's portfolio nearly in half. Now, according to the man whom CNBC calls 'The Prophet', the Fed could soon trigger another dramatic stock event – one investors have seen just 13 times since 1920. He warns: "This event will likely dictate the next decade of every American's financial life, and it's critical for you to take steps now to prepare."

Get our No. 1 stock (with 500%-plus upside potential) for this rare market event now.
7/23/2024Crescent Grove Advisors LLC79,524$39.91M4.4%+2,841.0%0.009%
7/23/2024 Orgel Wealth Management LLC3,172$1.59M0.0%+4.5%0.000%
7/23/2024 XML Financial LLC1,750$875K0.1%+6.4%0.000%
7/22/2024 Atria Wealth Solutions Inc.259,364$130.00M1.4%-8.4%0.029%
7/22/2024 Bay Rivers Group1,080$540K0.3%-2.7%0.000%
7/22/2024 Aaron Wealth Advisors LLC8,450$4.23M0.6%+113.2%0.001%
7/22/2024 Centennial Wealth Advisory LLC465$232K0.1%-80.0%0.000%
7/22/2024 Oak Harvest Investment Services73,522$36.77M6.3%-3.2%0.008%
7/22/2024 Fifth Third Bancorp786,929$393.57M1.5%-3.5%0.087%
7/22/2024 Financial Advisory Partners LLC700$350K0.1%-2.9%0.000%
7/22/2024 Capital Investment Counsel Inc310$155K0.0%+19.2%0.000%
7/22/2024 Summit Global Investments6,151$3.08M0.2%-0.5%0.001%
7/22/2024 Masso Torrence Wealth Management Inc.12,064$6.03M3.3%+5.7%0.001%
7/22/2024 Chevy Chase Trust Holdings LLC10,597$5.30M0.0%+11.4%0.001%
7/22/2024 GFG Capital LLC1,632$816K0.2%-28.6%0.000%
7/22/2024 Nadler Financial Group Inc.112,381$56.21M6.6%+1.0%0.012%
7/22/2024 Enzi Wealth3,384$1.73M0.8%+7.0%0.000%
7/22/2024 Horizons Wealth Management831$419K0.3%+183.6%0.000%
7/22/2024Focus Financial Network Inc.45,987$23.54M1.0%+17.6%0.005%
7/22/2024Sanibel Captiva Trust Company Inc.14,681$7.34M0.3%+6.1%0.002%
7/22/2024 LongView Wealth Management5,210$2.61M1.0%+13.6%0.001%
7/22/2024 Canton Hathaway LLC56,355$28.19M7.7%-5.1%0.006%
7/22/2024 West Coast Financial LLC684$342K0.0%+45.8%0.000%
7/22/2024 Carnegie Investment Counsel30,399$15.20M0.5%-0.1%0.003%
7/22/2024 SeaCrest Wealth Management LLC12,203$6.10M0.7%+25.6%0.001%
7/22/2024 Sunpointe LLC10,567$5.30M3.4%+89.6%0.001%
7/22/2024 Riverstone Advisors LLC460$230K0.1%N/A0.000%
7/22/2024 Perfromance Wealth Partners LLC4,696$2.35M0.1%-3.9%0.001%
7/22/2024 Pallas Capital Advisors LLC12,271$6.23M0.3%-0.9%0.001%
7/22/2024 M3 Advisory Group LLC6,422$3.21M2.6%-4.0%0.001%
7/22/2024 Herbst Group LLC1,782$891K0.5%-1.5%0.000%
7/22/2024 Dakota Wealth Management15,347$7.68M0.2%+6.1%0.002%
7/22/2024 Harel Insurance Investments & Financial Services Ltd.6,894$3.42M0.1%-19.7%0.001%
7/22/2024 Colonial River Wealth Management LLC438$219K0.1%N/A0.000%
7/20/2024 First Citizens Bank & Trust Co.47,105$23.56M0.4%+0.2%0.005%
7/20/2024 Auour Investments LLC6,842$3.42M1.3%-3.0%0.001%
7/20/2024 Washington Capital Management Inc.1,675$838K0.7%+7.4%0.000%
7/20/2024 ZWJ Investment Counsel Inc.9,609$4.81M0.2%+3.4%0.001%
7/20/2024 First Horizon Advisors Inc.42,950$21.48M0.7%-1.1%0.005%
7/20/2024 Kavar Capital Partners Group LLC3,106$1.55M0.3%+10.9%0.000%
7/20/2024 Capital Investment Services of America Inc.766$383K0.0%+3.2%0.000%
7/20/2024 Madrona Financial Services LLC1,627$814K0.3%-3.4%0.000%
7/20/2024 Continuum Advisory LLC8,394$4.20M0.6%+6.9%0.001%
7/20/2024 First Pacific Financial7,792$3.90M1.0%-6.7%0.001%
7/20/2024 Accredited Investors Inc.5,042$2.52M0.2%-2.7%0.001%
7/20/2024 Parsons Capital Management Inc. RI48,408$24.21M1.6%+2.9%0.005%
7/20/2024 Raymond James Financial Services Advisors Inc.3,044,542$1.52B2.2%+0.8%0.336%
7/20/2024 Apollon Wealth Management LLC71,833$35.93M1.1%-12.0%0.008%
7/20/2024 Means Investment CO. Inc.125,420$62.73M7.5%+7.4%0.014%
7/20/2024 Zhang Financial LLC240,264$120.16M8.4%+5.9%0.027%
Jeff Bezos’s Terrifying New Technology (Ad)

Please understand — if you thought AI was a threat, just wait until you see what Jeff Bezos has done with QaaS. 99% of Americans have no idea what’s about to happen. What humanity is about to witness is the greatest tech disruption of all time.

Go here now to see the full details.
7/20/2024 Penn Davis Mcfarland Inc.1,635$818K0.1%-7.1%0.000%
7/19/2024 Central Bank & Trust Co.1,274$637K0.1%-7.3%0.000%
7/19/2024 Toews Corp ADV224,740$112.40M18.6%-3.5%0.025%
7/19/2024 OMNI 360 Wealth Inc.502$251K0.2%N/A0.000%
7/19/2024 Long Run Wealth Advisors LLC10,869$5.44M1.4%-0.6%0.001%
7/19/2024 ADE LLC42,573$21.29M14.4%-2.4%0.005%
7/19/2024 MONECO Advisors LLC1,504$752K0.1%-29.3%0.000%
7/19/2024 Cantor Fitzgerald Investment Advisors L.P.95,700$47.86M3.7%-8.0%0.011%
7/19/2024 Western Wealth Management LLC16,911$8.46M0.6%+15.3%0.002%
7/19/2024 Willner & Heller LLC410$205K0.2%N/A0.000%
(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, 2,873 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), Vanguard Group Inc. ($12.20B), Raymond James & Associates ($11.56B), JPMorgan Chase & Co. ($10.21B), Morgan Stanley ($6.72B), Envestnet Asset Management Inc. ($5.49B), and Cerity Partners LLC ($3.88B).Learn more on VOO's institutional investors.

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

Of the 2,620 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 ($200.08M), Summit Wealth Group LLC ($39.37M), Envestnet Asset Management Inc. ($30.24M), JPMorgan Chase & Co. ($10.50M), Cerity Partners LLC ($8.32M), Bishop & Co Investment Management LLC ($6.50M), and Vanguard Group Inc. ($5.54M).

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

Institutional investors have bought a total of 413,035,593 shares in the last 24 months. This purchase volume represents approximately $165.87B in transactions.

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

Of the 1,816 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), JPMorgan Chase & Co. ($4.15M), Clal Insurance Enterprises Holdings Ltd ($2.83M), CBIZ Investment Advisory Services LLC ($2.79M), Varma Mutual Pension Insurance Co ($2.13M), and Fiducient Advisors LLC ($2.05M).

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

Institutional investors have sold a total of 88,114,317 shares in the last 24 months. This volume of shares sold represents approximately $35.31B in transactions.

This page (NYSEARCA:VOO) was last updated on 7/24/2024 by Staff

From Our Partners