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Vanguard S&P 500 ETF (VOO) Institutional Ownership

Vanguard S&P 500 ETF logo
$545.04 +6.10 (+1.13%)
(As of 12/20/2024 05:45 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
2116
Total
Institutional Inflows
(last 12 months)
$41.10B
Number of
Institutional Sellers
(last 12 months)
1279
Total
Institutional Outflows
(last 12 months)
$13.34B
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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
12/19/2024 Principal Financial Group Inc.58,044$30.63M0.0%+6.8%0.006%
12/16/2024 SMART Wealth LLC9,297$4.91M1.9%-21.2%0.001%
12/13/2024 B. Riley Wealth Advisors Inc.65,831$34.50M1.0%-3.7%0.007%
12/12/2024 Brass Tax Wealth Management Inc.61,242$32.32M12.4%+9.3%0.007%
12/12/2024 Legacy Wealth Management LLC MS3,991$2.11M0.8%+2.3%0.000%
12/10/2024 DGS Capital Management LLC6,566$3.47M0.9%+6.6%0.001%
12/10/2024 Garden State Investment Advisory Services LLC2,418$1.28M0.4%-0.9%0.000%
12/9/2024 Copley Financial Group Inc.274$145K0.1%N/A0.000%
12/9/2024 Forthright Family Wealth Advisory LLC4,846$2.71M1.6%-8.8%0.001%
12/6/2024 Retirement Systems of Alabama43,531$22.97M0.1%+10.2%0.005%
12/3/2024 Garde Capital Inc.77,910$41.11M2.7%-0.5%0.009%
12/3/2024 Denver PWM LLC19,130$10.09M3.8%+1.9%0.002%
12/3/2024 Boulder Wealth Advisors LLC445$235K0.1%N/A0.000%
12/2/2024 Capasso Planning Partners LLC6,136$3.24M1.0%+3.8%0.001%
12/2/2024 Beaird Harris Wealth Management LLC89,093$47.01M4.1%+16.2%0.010%
11/29/2024 American Trust353,208$186.38M15.4%-0.2%0.039%
11/27/2024 Franklin Resources Inc.61,626$33.10M0.0%+5.3%0.007%
11/26/2024 Asset Advisors Investment Management LLC4,479$2.36M0.2%+0.7%0.000%
11/26/2024 Peapack Gladstone Financial Corp210,152$110.89M1.6%+3.5%0.023%
11/25/2024 Synovus Financial Corp107,643$56.80M0.7%+100.0%0.012%
11/25/2024 Tidal Investments LLC5,568$2.94M0.0%-88.5%0.001%
11/25/2024 Optimist Retirement Group LLC5,149$2.72M1.2%-0.5%0.001%
11/25/2024 PVG Asset Management Corp2,514$1.33M5.3%-23.9%0.000%
11/25/2024 Destination Wealth Management3,098$1.63M0.1%+3.7%0.000%
11/25/2024 Wilmington Savings Fund Society FSB79,442$41.92M0.8%+4,800.8%0.009%
11/25/2024 Arvest Bank Trust Division4,901$2.59M0.1%N/A0.001%
11/25/2024 Broadview Financial Management LLC1,560$823K0.6%-8.3%0.000%
11/25/2024 Sfmg LLC5,580$2.94M0.2%-2.2%0.001%
11/25/2024 World Investment Advisors LLC220,021$116.10M2.8%+30.9%0.024%
11/25/2024 Sanctuary Advisors LLC365,409$200.05M1.3%-2.6%0.040%
11/25/2024 Pine Valley Investments Ltd Liability Co14,537$7.68M0.5%-1.8%0.002%
11/22/2024 Stock Yards Bank & Trust Co.15,368$8.11M0.3%-2.1%0.002%
11/21/2024 Anchor Investment Management LLC10,171$5.37M0.5%+3.4%0.001%
11/21/2024 Tudor Financial Inc.17,198$9.08M5.6%N/A0.002%
11/21/2024 Wealthquest Corp2,774$1.45M0.1%-2.8%0.000%
11/20/2024 Virtu Financial LLC18,836$9.94M0.5%N/A0.002%
11/19/2024 Invst LLC1,801$950K0.1%-29.6%0.000%
11/19/2024 Ballentine Capital Advisors Inc32,875$17.35M8.7%-0.8%0.004%
11/19/2024 Discipline Wealth Solutions LLC15,750$8.31M4.4%+13.6%0.002%
11/19/2024 M&T Bank Corp459,407$242.42M0.8%-10.2%0.051%
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11/19/2024 Second Line Capital LLC4,258$2.25M0.6%+1.6%0.000%
11/18/2024 Soltis Investment Advisors LLC11,318$5.97M0.6%+7.4%0.001%
11/18/2024 Rehmann Capital Advisory Group51,709$27.46M1.8%+1,386.7%0.006%
11/18/2024 TD Private Client Wealth LLC70,449$37.17M1.1%-8.2%0.008%
11/18/2024 Hobbs Group Advisors LLC451$238K0.1%N/A0.000%
11/18/2024 Virtue Capital Management LLC32,312$17.05M3.4%-1.0%0.004%
11/18/2024 Asset Allocation Strategies LLC1,982$1.05M0.3%-1.4%0.000%
11/18/2024 Sunbelt Securities Inc.1,110$585K0.1%-19.2%0.000%
11/18/2024 Cresta Advisors Ltd.2,200$1.16M0.6%+112.4%0.000%
11/18/2024Nepc LLC597,515$315.29M9.5%+18.2%0.066%
11/18/2024 Wilson & Boucher Capital Management LLC418$220K0.2%N/A0.000%
11/18/2024 Unconventional Investor LLC39,353$20.77M13.0%+25.6%0.004%
11/18/2024 Coldstream Capital Management Inc.302,555$159.70M3.4%+4.8%0.033%
11/18/2024 Strait & Sound Wealth Management LLC987$521K0.3%-3.7%0.000%
11/18/2024 Mittelman Wealth Management39,815$21.01M11.9%+52.3%0.004%
11/18/2024 RB Capital Management LLC1,702$898K0.2%+26.2%0.000%
11/18/2024 Orion Capital Management LLC894$472K0.2%+122.4%0.000%
11/18/2024 JDM Financial Group LLC67,404$35.57M19.3%-9.2%0.007%
11/15/2024 MidWestOne Financial Group Inc.5,814$3.07M0.4%-0.4%0.001%
11/15/2024 Greenwood Gearhart Inc.248,899$131.34M10.9%+15.8%0.027%
11/15/2024 Valued Retirements Inc.5,851$3.09M4.3%N/A0.001%
11/15/2024 3Chopt Investment Partners LLC88,068$46.62M16.7%-0.8%0.010%
11/15/2024 Frisch Financial Group Inc.8,078$4.28M1.3%-24.5%0.001%
11/15/2024 Brophy Wealth Management LLC2,206$1.16M0.4%N/A0.000%
11/15/2024 Resources Management Corp CT ADV1,714$904K0.1%+58.9%0.000%
11/15/2024 M&T Bank Corp459,407$242.42M0.7%-10.2%0.051%
11/15/2024 Executive Wealth Management LLC3,533$1.86M0.1%N/A0.000%
11/15/2024 Nabity Jensen Investment Management Inc678$358K0.3%N/A0.000%
11/15/2024 Barclays PLC477,485$251.96M0.1%+3.4%0.053%
11/15/2024 Continuum Advisory LLC10,019$5.47M0.7%+19.4%0.001%
11/15/2024 LRI Investments LLC6,465$3.53M0.3%+0.9%0.001%
11/15/2024 Geller Advisors LLC1,067,691$565.14M39.1%+5.4%0.118%
11/15/2024 Drucker Wealth 3.0 LLC48,611$25.65M6.2%+24.4%0.005%
11/15/2024 Hamilton Capital LLC867$453K0.0%+24.6%0.000%
11/15/2024 EWA LLC5,983$3.26M1.2%-1.6%0.001%
11/15/2024 Cape Cod Five Cents Savings Bank2,788$1.39M0.1%-3.2%0.000%
11/15/2024 Nomura Asset Management Co. Ltd.16,005$8.45M0.0%+26.3%0.002%
11/15/2024 Glass Jacobson Investment Advisors llc11,347$5.99M2.0%+1.1%0.001%
11/15/2024 MML Investors Services LLC614,446$324.23M1.2%+2.2%0.068%
11/15/2024 First National Bank of Omaha48,411$25.55M1.6%-0.2%0.005%
11/15/2024 Laraway Financial Advisors Inc483$255K0.2%+11.5%0.000%
11/15/2024 Pacific Center for Financial Services1,873$988K0.3%+27.0%0.000%
11/15/2024 Urban Financial Advisory Corp96$51K0.0%N/A0.000%
11/15/2024 Legacy Investment Solutions LLC146$80K0.1%N/A0.000%
11/15/2024 Headinvest LLC7,012$3.70M0.7%+6.0%0.001%
11/15/2024 Northeast Financial Consultants Inc453,369$239.23M10.5%+4.4%0.050%
11/15/2024 Dunhill Financial LLC71,245$37.59M19.3%+5.9%0.008%
11/15/2024 Passive Capital Management LLC.3,664$1.93M0.7%-7.1%0.000%
11/15/2024 MCIA Inc29,558$16.22M3.6%+213.0%0.003%
11/15/2024 Orion Portfolio Solutions LLC109,354$57.70M1.3%+27.4%0.012%
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11/15/2024 World Investment Advisors LLC345,896$182.52M1.0%+105.8%0.038%
11/15/2024 XTX Topco Ltd1,343$709K0.1%+7.4%0.000%
11/15/2024 Zacks Investment Management6,123$3.23M0.0%+16.6%0.001%
11/15/2024 Zurich Insurance Group Ltd FI34,061$18.01M0.2%-49.6%0.004%
11/15/2024 National Bank of Canada FI83,567$44.10M0.1%-39.3%0.009%
11/15/2024 EP Wealth Advisors LLC95,695$50.50M0.4%+77.5%0.011%
11/15/2024 United Services Automobile Association208,950$110.26M2.8%+4.9%0.023%
11/15/2024 Insigneo Advisory Services LLC22,333$11.78M1.2%-3.2%0.002%
11/15/2024 Kovitz Investment Group Partners LLC155,761$82.19M0.5%+234.8%0.017%
11/15/2024 Wellington Management Group LLP85,550$45.14M0.0%-22.4%0.009%
(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, 3,020 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), Raymond James & Associates ($12.34B), Vanguard Group Inc. ($12.20B), JPMorgan Chase & Co. ($10.21B), Morgan Stanley ($6.72B), Envestnet Asset Management Inc. ($6.27B), and International Assets Investment Management LLC ($4.18B).Learn more on VOO's institutional investors.

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

Of the 2,737 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 ($199.96M), Summit Wealth Group LLC ($39.38M), Envestnet Asset Management Inc. ($29.55M), International Assets Investment Management LLC ($13.42M), JPMorgan Chase & Co. ($10.50M), Cerity Partners LLC ($8.13M), and Strategic Financial Concepts LLC ($7.24M).

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

Institutional investors have bought a total of 415,531,250 shares in the last 24 months. This purchase volume represents approximately $171.59B in transactions.

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

Of the 1,869 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 ($7.93M), JPMorgan Chase & Co. ($4.13M), Steel Grove Capital Advisors LLC ($3.20M), Clal Insurance Enterprises Holdings Ltd ($2.92M), Fiducient Advisors LLC ($2.05M), and Angeles Investment Advisors LLC ($1.18M).

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

Institutional investors have sold a total of 83,870,165 shares in the last 24 months. This volume of shares sold represents approximately $35.25B in transactions.



This page (NYSEARCA:VOO) was last updated on 12/21/2024 by MarketBeat.com Staff
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