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Get Institutions for : 
Vanguard S&P 500 Etf (VOO)  
$474.72 4.74 (1.01%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2481    50
Total shares held : 
 330,149,532  
% of shares held : 
 36.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   558  
Amount of shares held : 
 6,582,798  
% of shares held change : 
   0.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $392.67  
Last Quarter's Ending Price : 
 $436.80  
Last Quarter's Average Price : 
 $409.40  
Change from last quarter's     
avg. price to the last closing  : 
65.32 (15.96%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
120
 3,068,827
 0.93%
 
Increased Positions :
1,240
 26,755,370
 8.1%
 
Unchanged Positions :
389
 19,704,690
 5.97%
 
Decreased Positions :
732
-20,889,669
-6.33%
 
Closed Positions :
70
-2,351,730
-0.71%
 
Guru Positions :
4
1,754,940
 0.53%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COLONY GROUP, LLC 1 *New 2023-12-31 870,444 $380,210,000 870,444
   BALYASNY ASSET MANAGEMENT LLC 9 *New 2023-12-31 723,305 $315,940,000 723,305
   Monashee Investment Management LLC 2 *New 2023-12-31 271,010 $118,377,000 271,010
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 8 *New 2024-03-31 190,897 $91,765,000 190,897
   CONSULTIVA WEALTH MANAGEMENT CORP. 9 *New 2023-09-30 225 $88,358,000 225
   MA GREENWOOD & ASSOCIATES INC 1 *New 2023-12-31 188,685 $82,418,000 188,685
   Jump Financial LLC 4 *New 2023-12-31 127,943 $55,886,000 127,943
   CFO4Life L.P. 2 *New 2022-12-31 119,138 $41,858,000 119,138
   Cornerstone Wealth Group LLC 10 *New 2024-03-31 34,560 $16,613,000 34,560
   VIRTU FINANCIAL LLC 7 *New 2023-12-31 25,639 $11,199,000 25,639
   SpiderRock Advisors LLC 67 *New 2024-03-31 19,286 $9,121,000 19,286
   JOHNSTON ASSET MANAGEMENT CORP 50 *New 2023-12-31 19,746 $8,625,000 19,746
   HARTLINE INVESTMENT CORP/ 13 *New 2024-03-31 17,638 $8,478,000 17,638
   ARVEST TRUST CO N A *New 2023-12-31 14,209 $6,206,000 14,209
   SEARCY FINANCIAL SERVICES INC /ADV 13 *New 2024-03-31 11,024 $5,299,000 11,024
   ORRSTOWN FINANCIAL SERVICES INC 4 *New 2024-03-31 10,546 $5,069,000 10,546
   CSS LLC/IL 13 *New 2023-12-31 9,000 $3,931,000 9,000
   First National Advisers LLC 18 *New 2023-12-31 8,745 $3,820,000 8,745
   Guild Investment Management Inc. 5 *New 2024-03-31 6,825 $3,281,000 6,825
   PRIMORIS WEALTH ADVISORS LLC 10 *New 2023-12-31 7,379 $3,223,000 7,379
   True North Advisors LLC 20 *New 2024-03-31 6,009 $2,889,000 6,009
   EAGLE CAPITAL MANAGEMENT LLC 37 *New 2023-12-31 6,231 $2,722,000 6,231
   Hassell Wealth Management LLC 12 *New 2024-03-31 4,711 $2,190,000 4,711
   Ascent Wealth Partners LLC *New 2024-03-31 3,788 $1,821,000 3,788
   Mitsubishi UFJ Asset Management (UK) Ltd. 28 *New 2023-12-31 4,000 $1,747,000 4,000
   Equius Partners Inc. 8 *New 2022-12-31 4,900 $1,722,000 4,900
   Leisure Capital Management 30 *New 2023-12-31 3,768 $1,646,000 3,768
   MIRABELLA FINANCIAL SERVICES LLP 106 *New 2023-12-31 3,500 $1,533,000 3,500
   Darrow Company Inc. *New 2024-03-31 3,003 $1,444,000 3,003
   HRT FINANCIAL LLC 756 *New 2023-12-31 3,297 $1,440,000 3,297
   17 CAPITAL PARTNERS LLC 27 *New 2024-03-31 2,976 $1,431,000 2,976
   HOEY INVESTMENTS INC 26 *New 2023-12-31 3,037 $1,326,000 3,037
   BetterWealth LLC 25 *New 2024-03-31 2,750 $1,322,000 2,750
   TUDOR INVESTMENT CORP ET AL 851 *New 2023-12-31 3,016 $1,317,000 3,016
   Great Lakes Retirement Inc. 100 *New 2023-12-31 2,947 $1,287,000 2,947
   HUDSON CANYON INVESTMENT COUNSELORS LLC 41 *New 2023-12-31 2,873 $1,255,000 2,873
   Beirne Wealth Consulting Services LLC 32 *New 2023-12-31 2,812 $1,229,000 2,812
   My Personal CFO LLC 41 *New 2024-03-31 2,197 $1,056,000 2,197
   BECK CAPITAL MANAGEMENT LLC 84 *New 2023-12-31 2,391 $1,044,000 2,391
   Vontobel Holding Ltd. 670 *New 2023-12-31 2,228 $973,000 2,228
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 156 *New 2023-12-31 1,981 $865,000 1,981
   WALLACE CAPITAL MANAGEMENT INC. 43 *New 2023-12-31 1,884 $823,000 1,884
   CUTLER INVESTMENT COUNSEL LLC *New 2024-03-31 1,580 $760,000 1,580
   WASHINGTON CAPITAL MANAGEMENT INC 41 *New 2024-03-31 1,559 $749,000 1,559
   DUDLEY CAPITAL MANAGEMENT LLC 59 *New 2023-12-31 1,650 $721,000 1,650
   Howard Capital Management Group LLC 67 *New 2024-03-31 1,493 $718,000 1,493
   Watchman Group Inc. 55 *New 2023-12-31 1,600 $699,000 1,600
   Consilium Wealth Advisory LLC *New 2024-03-31 1,403 $674,000 1,403
   3EDGE Asset Management LP 39 *New 2023-12-31 1,535 $670,000 1,535
   WESTOVER CAPITAL ADVISORS, LLC *New 2024-03-31 1,372 $660,000 1,372
   Select Asset Management & Trust 32 *New 2023-12-31 1,335 $583,000 1,335
   Investmark Advisory Group LLC 59 *New 2023-12-31 1,315 $575,000 1,315
   Opal Wealth Advisors LLC 78 *New 2024-03-31 1,066 $512,000 1,066
   LifePro Asset Management 68 *New 2024-03-31 1,031 $496,000 1,031
   ERTS Wealth Advisors LLC 47 *New 2024-03-31 1,025 $493,000 1,025
   RT CAPITAL MANAGEMENT, LLC 29 *New 2023-12-31 1,073 $469,000 1,073
   Accurate Wealth Management LLC 151 *New 2024-03-31 1,026 $467,000 1,026
   SCHMIDT P J INVESTMENT MANAGEMENT INC 117 *New 2024-03-31 963 $463,000 963
   TWO SIGMA INVESTMENTS LLC 2378 *New 2023-12-31 1,040 $454,000 1,040
   WESPAC ADVISORS, LLC 112 *New 2024-03-31 920 $442,000 920
   New Century Financial Group LLC 106 *New 2024-03-31 903 $434,000 903
   Old North State Trust LLC 68 *New 2023-09-30 1,085 $426,000 1,085
   Greystone Financial Group LLC 93 *New 2024-03-31 821 $394,000 821
   New Capital Management LP 44 *New 2024-03-31 813 $391,000 813
   SWAN Capital LLC *New 2024-03-31 812 $390,000 812
   Ethic Inc. 819 *New 2023-12-31 876 $383,000 876
   GILMAN HILL ASSET MANAGEMENT, LLC 156 *New 2024-03-31 758 $364,000 758
   Allegheny Financial Group LTD 146 *New 2023-12-31 814 $356,000 814
   Shepherd Financial Partners LLC 173 *New 2024-03-31 722 $347,000 722
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC *New 2024-03-31 706 $339,000 706
   EASTERN BANK *New 2023-12-31 761 $332,000 761
   SAWGRASS ASSET MANAGEMENT LLC 162 *New 2023-12-31 750 $328,000 750
   RPG Investment Advisory LLC 78 *New 2023-12-31 750 $328,000 750
   NovaPoint Capital LLC 106 *New 2024-03-31 664 $319,000 664
   Northern Capital Management Inc. 23 *New 2023-12-31 711 $311,000 711
   Dash Acquisitions Inc. 37 *New 2024-03-31 674 $310,000 674
   SHAKESPEARE WEALTH MANAGEMENT INC. 67 *New 2023-12-31 709 $310,000 709
   Mount Yale Investment Advisors LLC 407 *New 2023-12-31 696 $304,000 696
   LLBH Private Wealth Management LLC 119 *New 2023-12-31 670 $293,000 670
   Mattern Wealth Management LLC 143 *New 2023-12-31 641 $280,000 641
   Catalina Capital Group LLC 187 *New 2024-03-31 580 $279,000 580
   QUARRY HILL ADVISORS LLC 43 *New 2024-03-31 579 $278,000 579
   Round Rock Advisors LLC 160 *New 2024-03-31 577 $277,000 577
   Vawter Financial Ltd. 60 *New 2023-12-31 633 $277,000 633
   Capital Wealth Alliance LLC *New 2023-12-31 631 $276,000 631
   Walker Financial Services Inc. 23 *New 2024-03-31 555 $267,000 555
   Taylor Cottrill Erickson & Associates Inc. *New 2024-03-31 549 $264,000 549
   Chronos Wealth Management LLC *New 2024-03-31 540 $260,000 540
   REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC 178 *New 2023-12-31 570 $249,000 570
   UNITED ASSET STRATEGIES, INC. 214 *New 2024-03-31 511 $246,000 511
   RIA Advisory Group LLC 122 *New 2024-03-31 501 $241,000 501
   SEVEN POST INVESTMENT OFFICE LP 52 *New 2024-03-31 489 $235,000 489
   Cadent Capital Advisors LLC 117 *New 2024-03-31 489 $235,000 489
   IMS CAPITAL MANAGEMENT 132 *New 2023-12-31 539 $235,000 539
   CIM LLC 139 *New 2023-12-31 503 $235,000 503
   James J. Burns & Company LLC 80 *New 2024-03-31 489 $233,000 489
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 265 *New 2023-12-31 523 $229,000 523
   STONNINGTON GROUP LLC 222 *New 2023-03-31 601 $228,000 601
   GARRISON POINT ADVISORS LLC 140 *New 2023-12-31 519 $227,000 519
   Inspire Advisors LLC 276 *New 2023-12-31 512 $224,000 512
  100 Records found
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