Vanguard S&P 500 ETF (VOO) Institutional Ownership

$467.21
+4.63 (+1.00%)
(As of 04/26/2024 ET)

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)
$139.08B
Number of
Institutional Sellers
(last 12 months)
1334
Total
Institutional Outflows
(last 12 months)
$22.00B
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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
4/27/2024Tenon Financial LLC59,383$28.55M24.1%N/A0.007%
4/27/2024Guardian Financial Partners LLC44,500$21.39M14.7%-5.5%0.005%
4/27/2024Kellett Wealth Advisors LLC714$343K0.2%+4.1%0.000%
4/27/2024Glass Jacobson Investment Advisors llc10,528$5.06M1.9%+7.3%0.001%
4/27/2024Vigilare Wealth Management926$445K0.2%-49.2%0.000%
4/27/2024Millburn Ridgefield Corp253,480$121.85M3.4%+6.4%0.028%
4/27/2024Nadler Financial Group Inc.111,276$53.49M6.6%+1.5%0.012%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC13,695$6.58M1.6%+9.0%0.002%
4/27/2024Conning Inc.54,027$25.97M0.9%-1.0%0.006%
4/27/2024Fonville Wealth Management LLC8,183$3.93M1.7%+7.8%0.001%
4/27/2024Foster Victor Wealth Advisors LLC619$294K0.0%N/A0.000%
4/27/2024McCollum Christoferson Group LLC12,520$6.02M1.7%+31.4%0.001%
4/26/2024Pinnacle Associates Ltd.14,649$7.04M0.1%+5.0%0.002%
4/26/2024Trueblood Wealth Management LLC1,175$565K0.3%-3.5%0.000%
4/26/2024Securian Asset Management Inc.71,098$34.18M1.0%+1.2%0.008%
4/26/2024Plan Group Financial LLC27,670$13.30M8.7%+26.7%0.003%
4/26/2024Triasima Portfolio Management inc.10,399$5.00M0.4%-1.9%0.001%
4/26/2024UMB Bank n.a.14,332$6.89M0.1%-0.8%0.002%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC4,618$2.14M0.9%+26.3%0.001%
4/26/2024Quarry Hill Advisors LLC579$278K0.2%N/A0.000%
4/26/2024Trevian Wealth Management LLC154,951$74.49M50.8%+7.2%0.017%
4/26/2024Crestone Asset Management LLC454$218K0.0%N/A0.000%
4/26/2024Schmidt P J Investment Management Inc.963$463K0.1%N/A0.000%
4/26/2024YHB Investment Advisors Inc.15,220$7.32M0.6%+7.8%0.002%
4/26/2024SlateStone Wealth LLC2,262$1.09M0.1%+3.9%0.000%
4/26/2024ZWJ Investment Counsel Inc.9,289$4.47M0.2%-3.1%0.001%
4/26/2024Coastline Trust Co13,989$6.73M0.8%+9.8%0.002%
4/26/2024Opus Capital Group LLC260,214$125.09M18.3%-1.5%0.029%
4/26/2024First National Trust Co34,510$16.59M0.7%-4.2%0.004%
4/26/2024Guild Investment Management Inc.6,825$3.28M4.2%N/A0.001%
4/26/2024McKinley Carter Wealth Services Inc.4,038$1.94M0.1%+1.5%0.000%
4/26/2024SFG Wealth Management LLC.2,461$1.18M0.7%-3.3%0.000%
4/26/2024Clear Creek Financial Management LLC8,161$3.92M0.5%+10.3%0.001%
4/26/2024Legacy Bridge LLC1,152$554K0.3%-24.6%0.000%
4/26/2024Sumitomo Life Insurance Co.61,900$29.76M0.7%-27.0%0.007%
4/26/2024Chicago Partners Investment Group LLC225,357$104.76M4.4%+5.5%0.025%
4/26/2024 Mesirow Financial Investment Management Inc.190,897$91.77M2.1%N/A0.021%
4/26/2024MONECO Advisors LLC2,282$1.10M0.2%+64.6%0.000%
4/26/2024LifePro Asset Management1,031$496K0.3%N/A0.000%
4/26/2024Sigma Investment Counselors Inc.10,325$4.96M0.3%+3.1%0.001%
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4/26/2024Verdence Capital Advisors LLC34,842$16.75M1.5%-0.5%0.004%
4/26/2024Pine Haven Investment Counsel Inc4,301$2.07M1.8%-10.2%0.000%
4/26/2024Financial Insights Inc.2,191$1.05M0.3%+7.0%0.000%
4/26/2024Terra Nova Asset Management LLC4,561$2.19M1.7%+1.3%0.001%
4/26/2024AJ Advisors LLC89,167$42.86M23.6%+4.0%0.010%
4/26/2024Triton Wealth Management PLLC1,462$678K0.4%+28.4%0.000%
4/26/2024Caliber Wealth Management LLC721$347K0.2%+14.1%0.000%
4/26/2024Latitude Advisors LLC1,858$893K0.6%-26.6%0.000%
4/26/2024Tritonpoint Wealth LLC44,326$21.31M2.1%-49.8%0.005%
4/26/2024Oakwell Private Wealth Management LLC1,583$761K0.2%+2.1%0.000%
4/26/2024Bogart Wealth LLC247,158$118.81M6.1%-0.7%0.027%
4/25/2024Bear Mountain Capital Inc.57,179$26.30M11.3%-8.0%0.006%
4/25/2024Bishop & Co Investment Management LLC17,398$8.36M3.5%+19.3%0.002%
4/25/2024Q3 Asset Management184,000$88.45M25.1%N/A0.020%
4/25/2024Lindbrook Capital LLC8,440$4.06M0.4%+1.2%0.001%
4/25/2024One Day In July LLC227,191$109.21M14.5%-0.6%0.025%
4/25/2024W Advisors LLC2,309$1.11M0.8%-9.5%0.000%
4/25/2024Lodestar Private Asset Management LLC29,197$14.04M2.0%+0.9%0.003%
4/25/2024Fee Only Financial Planning L.C.7,706$3.70M2.5%-1.2%0.001%
4/25/2024Human Investing LLC266,764$128.23M25.8%+2.7%0.029%
4/25/2024Center for Financial Planning Inc.505,287$242.89M36.3%+12.3%0.056%
4/25/2024Inlet Private Wealth LLC674$324K0.1%-12.9%0.000%
4/25/2024TRUE Private Wealth Advisors20,859$10.03M1.2%-33.5%0.002%
4/25/2024Bank of New York Mellon Corp3,915,821$1.88B0.4%-0.1%0.432%
4/25/2024Strategy Asset Managers LLC1,147$552K0.1%+2.8%0.000%
4/25/2024Gainplan LLC27,767$13.35M6.5%+5.5%0.003%
4/25/2024TNF LLC887$412K0.2%+14.6%0.000%
4/25/2024Schnieders Capital Management LLC671$323K0.1%-34.3%0.000%
4/25/2024Professional Financial Advisors LLC23,016$11.06M3.2%-52.2%0.003%
4/25/2024Oldfather Financial Services LLC124,639$59.91M24.7%-0.5%0.014%
4/25/2024Triumph Capital Management564$271K0.1%N/A0.000%
4/25/2024Seven Post Investment Office LP489$235K0.1%N/A0.000%
4/25/2024L.M. Kohn & Company9,373$4.51M1.3%+24.3%0.001%
4/25/202425 LLC9,400$4.52M2.2%-6.4%0.001%
4/25/2024Center For Asset Management LLC1,022$491K0.4%-5.5%0.000%
4/25/2024MTM Investment Management LLC325$156K0.1%+242.1%0.000%
4/25/2024Investment Advisory Services Inc. TX ADV2,945$1.42M0.5%-1.5%0.000%
4/25/2024GFS Advisors LLC1,340$644K0.1%-27.2%0.000%
4/25/2024Aaron Wealth Advisors LLC3,964$1.91M0.3%-1.2%0.000%
4/25/2024Eudaimonia Partners LLC113,006$54.32M12.9%+10.0%0.012%
4/25/2024 Valeo Financial Advisors LLC43,273$20.10M0.6%+4.3%0.005%
4/25/2024Eudaimonia Advisors LLC3,063$1.47M0.8%+0.9%0.000%
4/25/2024Penn Davis Mcfarland Inc.1,760$846K0.1%-13.3%0.000%
4/25/2024WestHill Financial Advisors Inc.154,761$74.39M18.3%-1.0%0.017%
4/25/2024Telos Capital Management Inc.670$322K0.0%+10.9%0.000%
4/25/2024 MFA Wealth Advisors LLC452$217K0.1%N/A0.000%
4/25/2024 IFG Advisors LLC47,699$22.93M5.9%+8.2%0.005%
4/25/2024 Summit Financial LLC40,274$19.36M1.1%+6.8%0.004%
4/25/2024 IAG Wealth Partners LLC788$379K0.1%-13.2%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.1,927,563$926.58M3.6%+1.5%0.213%
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4/25/2024 Christopher J. Hasenberg Inc55,365$26.61M13.1%-7.9%0.006%
4/24/2024 Private Trust Co. NA14,220$6.84M0.7%+2.4%0.002%
4/24/2024 Leavell Investment Management Inc.46,934$22.56M1.3%+2.0%0.005%
4/24/2024 Patton Albertson Miller Group LLC1,016$489K0.1%+26.4%0.000%
4/24/2024 Zhang Financial LLC226,909$109.08M8.1%+11.9%0.025%
4/24/2024 CENTRAL TRUST Co88,491$42.54M1.1%+10.1%0.010%
4/24/2024 Alta Advisers Ltd54,834$26.36M13.1%-5.0%0.006%
4/24/2024 1900 Wealth Management LLC7,598$3.65M0.3%+7.6%0.001%
4/24/2024 Activest Wealth Management19,009$9.14M4.4%-1.3%0.002%
4/24/2024 Oxler Private Wealth LLC50,052$24.06M9.4%+115.6%0.006%
(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, 2,808 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), Raymond James & Associates ($11.06B), Vanguard Group Inc. ($9.98B), JPMorgan Chase & Co. ($7.31B), Morgan Stanley ($6.72B), and Sun Life Financial Inc. ($6.68B).Learn more on VOO's institutional investors.

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

Of the 2,587 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. ($30.62M), Cerity Partners LLC ($8.32M), Bishop & Co Investment Management LLC ($6.50M), and Aaron Wealth Advisors LLC ($6.36M).

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

Institutional investors have bought a total of 450,339,847 shares in the last 24 months. This purchase volume represents approximately $179.64B in transactions.

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

Of the 1,819 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), Aaron Wealth Advisors LLC ($6.34M), JPMorgan Chase & Co. ($4.63M), 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 ($2.04M).

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

Institutional investors have sold a total of 90,260,444 shares in the last 24 months. This volume of shares sold represents approximately $35.01B in transactions.


This page (NYSEARCA:VOO) was last updated on 4/27/2024 by MarketBeat.com Staff

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