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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
   CLEAN YIELD GROUP *Closed 2023-12-31 0 $0 -1
   WT Wealth Management 116 *Closed 2023-12-31 0 $0 -644
   Windsor Advisory Group LLC *Closed 2023-12-31 0 $0 -1,249
   RENAISSANCE TECHNOLOGIES LLC 3707 *Closed 2023-12-31 0 $0 -2,100
   Strengthening Families & Communities LLC 225 *Closed 2023-12-31 0 $0 -13,542
   TIMBER CREEK CAPITAL MANAGEMENT LLC 124 *Closed 2024-03-31 0 $0 -3,201
   MEITAV DASH INVESTMENTS LTD 237 *Closed 2024-03-31 0 $0 -936,409
   QUANTLAB CAPITAL MANAGEMENT LTD 14 *Closed 2023-12-31 0 $0 -724
   AFS Financial Group LLC 29 *Closed 2024-03-31 0 $0 -4,074
   Carlson Capital Management 112 *Closed 2024-03-31 0 $0 -1,972
   EVERPAR ADVISORS LLC 233 *Closed 2024-03-31 0 $0 -488
   BEACON INVESTMENT ADVISORY SERVICES INC. 267 *Closed 2023-12-31 0 $0 -992
   Amica Retiree Medical Trust 103 *Closed 2023-09-30 0 $0 -2,154
   TIFF ADVISORY SERVICES INC 26 *Closed 2023-12-31 0 $0 -3,011
   Family Firm Inc. 198 *Closed 2024-03-31 0 $0 -490
   Financial Alternatives Inc 81 *Closed 2023-12-31 0 $0 -746
   American Family Insurance Mutual Holding Co 9 *Closed 2023-12-31 0 $0 -147,764
   STRATEGIC PLANNING GROUP LLC 119 *Closed 2024-03-31 0 $0 -541
   Arlington Capital Management Inc. 97 *Closed 2024-03-31 0 $0 -1,378
   360 Financial Inc. 86 *Closed 2023-12-31 0 $0 -1,129
   ABLES IANNONE MOORE & ASSOCIATES INC. *Closed 2024-03-31 0 $0 -25
   EdgeRock Capital LLC 328 *Closed 2023-12-31 0 $0 -18,400
   Paradigm Financial Partners LLC 204 *Closed 2023-12-31 0 $0 -517
   Range Financial Group LLC 187 *Closed 2024-03-31 0 $0 -1,136
   Prosperity Financial Group Inc. 133 *Closed 2023-12-31 0 $0 -596
   WoodTrust Financial Corp 149 *Closed 2024-03-31 0 $0 -5,405
   Retireful LLC 103 *Closed 2024-03-31 0 $0 -1,190
   ASB Consultores LLC 117 *Closed 2023-12-31 0 $0 -92,797
   CANTOR FITZGERALD L. P. 293 *Closed 2023-12-31 0 $0 -151,577
   Vident Investment Advisory LLC 304 *Closed 2023-09-30 0 $0 -42,718
   SMI Advisory Services LLC 66 *Closed 2024-03-31 0 $0 -2,528
   Dougherty Wealth Advisers LLC 120 *Closed 2024-03-31 0 $0 -74
   AMICA MUTUAL INSURANCE CO 125 *Closed 2023-12-31 0 $0 -16,570
   Independent Wealth Network Inc. 67 *Closed 2024-03-31 0 $0 -5,254
   Team Hewins LLC *Closed 2024-03-31 0 $0 -489
   BROWN WEALTH MANAGEMENT LLC 90 *Closed 2023-12-31 0 $0 -556
   VERITABLE LP 257 *Closed 2023-09-30 0 $0 -1,254,616
   McGlone Suttner Wealth Management Inc. 570 *Closed 2024-03-31 0 $0 -18
   Stillwater Investment Management LLC 82 *Closed 2023-03-31 0 $0 -578
   Sanctuary Wealth Advisors LLC 39 *Closed 2022-12-31 0 $0 -2,525
   MILLENNIUM MANAGEMENT LLC 4189 *Closed 2023-12-31 0 $0 -16,136
   Proquility Private Wealth Partners LLC *Closed 2024-03-31 0 $0 -5,589
   Virtue Capital Management LLC 402 *Closed 2023-12-31 0 $0 -58,851
   INTREPID CAPITAL MANAGEMENT INC 142 *Closed 2023-12-31 0 $0 -48
   ARLINGTON PARTNERS LLC 197 *Closed 2024-03-31 0 $0 -168
   Foresight Wealth Management LLC 78 *Closed 2022-12-31 0 $0 -22,214
   SEIZERT CAPITAL PARTNERS LLC *Closed 2024-03-31 0 $0 -567
   Steward Financial Group LLC 1509 *Closed 2023-09-30 0 $0 -1,362
   FC Advisory LLC 99 *Closed 2024-03-31 0 $0 -533
   PATRON PARTNERS ADVISORS LLC *Closed 2024-03-31 0 $0 -2,279
   CFG ASSET MANAGEMENT LLC 529 *Closed 2023-12-31 0 $0 -55
   SRB CORP 108 *Closed 2023-12-31 0 $0 -1,877
   MCDANIEL TERRY & CO 103 *Closed 2024-03-31 0 $0 -2,567
   Lloyd Advisory Services LLC. 157 *Closed 2024-03-31 0 $0 -28,268
   Meridian Wealth Management LLC 467 *Closed 2024-03-31 0 $0 -25,708
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah 81 *Closed 2024-03-31 0 $0 -164,893
   Ilmarinen Mutual Pension Insurance Co 296 *Closed 2023-12-31 0 $0 -59,248
   BKM Wealth Management LLC 472 *Closed 2024-03-31 0 $0 -1,644,982
   M&R CAPITAL MANAGEMENT INC 586 *Closed 2024-03-31 0 $0 -498
   LAIRD NORTON TYEE TRUST CO 145 *Closed 2023-12-31 0 $0 -705
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -1,920
   Curated Wealth Partners LLC 125 *Closed 2024-03-31 0 $0 -30,779
   Planned Solutions Inc. 501 *Closed 2024-03-31 0 $0 -170
   Life Planning Partners Inc 231 *Closed 2024-03-31 0 $0 -58
   OAK HILL WEALTH ADVISORS LLC 100 *Closed 2024-03-31 0 $0 -964
   Wealth CMT 26 *Closed 2023-06-30 0 $0 -886
   H&H Retirement Design & Management INC 88 *Closed 2024-03-31 0 $0 -660
   Stonehearth Capital Management LLC 83 *Closed 2024-03-31 0 $0 -672
   PECAUT & CO. 96 *Closed 2023-12-31 0 $0 -172
   Joule Financial LLC 104 *Closed 2024-03-31 0 $0 -555
   Pictet North America Advisors SA *Closed 2024-03-31 0 $0 -27,232
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1595 *Closed 2023-12-31 0 $0 -10,350
   STATE STREET CORP 4362 *Closed 2023-12-31 0 $0 -53,624
   ATALANTA SOSNOFF CAPITAL LLC 102 *Closed 2023-12-31 0 $0 -545
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe 77 *Closed 2024-03-31 0 $0 -41,664
   MIZUHO CORPORATE BANK, LTD. 9 *Closed 2023-12-31 0 $0 -224,000
   ACCESS FINANCIAL SERVICES INC. 103 *Closed 2024-03-31 0 $0 -665
   Silver Oak Advisory Group Inc. 65 *Closed 2024-03-31 0 $0 -660
   GATEWAY ADVISORY, LLC 135 *Closed 2023-12-31 0 $0 -531
   Prentice Wealth Management LLC 108 *Closed 2024-03-31 0 $0 -723
   Varma Mutual Pension Insurance Co 362 *Closed 2023-12-31 0 $0 -663,170
   Inscription Capital LLC 276 *Closed 2024-03-31 0 $0 -1,345
   COLUMBIA ADVISORY PARTNERS LLC 67 *Closed 2024-03-31 0 $0 -2,102
   Savior LLC 121 *Closed 2023-12-31 0 $0 -9
   Provida Pension Fund Administrator 61 *Closed 2023-12-31 0 $0 -559,633
   Hudson Capital Management LLC 64 *Closed 2024-03-31 0 $0 -541
  86 Records found
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