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VOO Holdings Changes image
This page summarizes the VOO holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether VOO is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing VOO Share Count
FSC Wealth Advisors LLC 154 11,268 +11,114 +7216.88%
Legacy Financial Group LLC 5,582 84,740 +79,158 +1418.09%
Tsfg LLC 4,009 31,767 +27,758 +692.39%
TRB Advisors LP 50,000 350,000 +300,000 +600.00%
Mechanics Bank Trust Department 964 5,144 +4,180 +433.61%
Anderson Hoagland & Co. 480 2,345 +1,865 +388.54%
Orser Capital Management LLC 1,855 6,846 +4,991 +269.06%
Ameliora Wealth Management Ltd. 425 1,525 +1,100 +258.82%
DHJJ Financial Advisors Ltd. 595 1,808 +1,213 +203.87%
Ehrlich Financial Group 760 1,981 +1,221 +160.66%
Evensky & Katz LLC 746 1,823 +1,077 +144.37%
Ironwood Wealth Management LLC. 274 614 +340 +124.09%
Allen Capital Group LLC 563 1,252 +689 +122.38%
Courier Capital LLC 12,716 27,887 +15,171 +119.31%
Clarity Financial LLC 1,084 2,277 +1,193 +110.06%
Trust Co 208 430 +222 +106.73%
CRA Financial Services LLC 2,023 4,086 +2,063 +101.98%
Insight Wealth Strategies LLC 1,201 2,357 +1,156 +96.25%
Cullen Investment Group LTD. 538 1,003 +465 +86.43%
Walker Asset Management LLC 880 1,513 +633 +71.93%
Insight Financial Services 194 328 +134 +69.07%
Annex Advisory Services LLC 1,921 3,181 +1,260 +65.59%
Fulton Bank N.A. 18,935 31,122 +12,187 +64.36%
Tompkins Financial Corp 12,477 20,405 +7,928 +63.54%
Fifth Third Wealth Advisors LLC 687 1,102 +415 +60.41%
Richardson Capital Management LLC 1,345 2,147 +802 +59.63%
Sandbox Financial Partners LLC 2,048 3,254 +1,206 +58.89%
Powell Investment Advisors LLC 246 387 +141 +57.32%
Falcon Wealth Planning 922 1,442 +520 +56.40%
OneAscent Financial Services LLC 59,845 91,033 +31,188 +52.11%
Versant Capital Management Inc 192 290 +98 +51.04%
Trust Co of the South 30,210 45,195 +14,985 +49.60%
VERITY Wealth Advisors 1,370 1,985 +615 +44.89%
Signal Advisors Wealth LLC 4,483 6,416 +1,933 +43.12%
Founders Financial Securities LLC 14,842 21,004 +6,162 +41.52%
Park Avenue Securities LLC 13,001 18,325 +5,324 +40.95%
CX Institutional 1,618 2,274 +656 +40.54%
Strata Wealth Advisors LLC 659 910 +251 +38.09%
SignalPoint Asset Management LLC 6,145 8,436 +2,291 +37.28%
Pacifica Partners Inc. 725 989 +264 +36.41%
MJP Associates Inc. ADV 113,919 154,953 +41,034 +36.02%
Tlwm 1,015 1,369 +354 +34.88%
Rockland Trust Co. 11,403 15,304 +3,901 +34.21%
Signet Financial Management LLC 1,306 1,728 +422 +32.31%
Catalyst Private Wealth LLC 988 1,302 +314 +31.78%
Wiley BROS. Aintree Capital LLC 2,255 2,934 +679 +30.11%
Atlas Capital Advisors LLC 1,320 1,715 +395 +29.92%
Cooper Financial Group 1,490 1,926 +436 +29.26%
Taylor & Morgan Wealth Management LLC 558 715 +157 +28.14%
BCS Wealth Management 26,383 33,694 +7,311 +27.71%
RVW Wealth LLC 614 781 +167 +27.20%
Matrix Asset Advisors Inc. NY 14,566 18,468 +3,902 +26.79%
Lam Group Inc. 1,475 1,870 +395 +26.78%
Global Trust Asset Management LLC 337 426 +89 +26.41%
Future Financial Wealth Managment LLC 12,933 16,283 +3,350 +25.90%
Sound Income Strategies LLC 3,311 4,166 +855 +25.82%
Daymark Wealth Partners LLC 85,473 107,038 +21,565 +25.23%
Evanson Asset Management LLC 22,960 28,649 +5,689 +24.78%
City State Bank 1,217 1,509 +292 +23.99%
Wealthcare Advisory Partners LLC 106,516 131,671 +25,155 +23.62%
Agate Pass Investment Management LLC 4,780 5,889 +1,109 +23.20%
Procyon Private Wealth Partners LLC 4,706 5,781 +1,075 +22.84%
Wealth Enhancement Advisory Services LLC 291,307 357,433 +66,126 +22.70%
Clarius Group LLC 123,272 151,115 +27,843 +22.59%
Cedrus LLC 979 1,197 +218 +22.27%
Apella Capital LLC 4,713 5,669 +956 +20.28%
Capital Investment Advisors LLC 10,180 12,219 +2,039 +20.03%
Galvin Gaustad & Stein LLC 1,055 1,261 +206 +19.53%
DGS Capital Management LLC 5,050 6,030 +980 +19.41%
Traveka Wealth LLC 53,888 64,290 +10,402 +19.30%
Financial Synergies Wealth Advisors Inc. 3,488 4,144 +656 +18.81%
Bath Savings Trust Co 6,028 7,159 +1,131 +18.76%
Portside Wealth Group LLC 1,991 2,362 +371 +18.63%
Trust Co. of Toledo NA OH 2,175 2,544 +369 +16.97%
Grandview Asset Management LLC 699 814 +115 +16.45%
American National Bank 151 175 +24 +15.89%
Von Berge Wealth Management Group LLC 3,438 3,973 +535 +15.56%
Sawyer & Company Inc 5,373 6,208 +835 +15.54%
Orgel Wealth Management LLC 2,636 3,035 +399 +15.14%
Keel Point LLC 251,191 289,099 +37,908 +15.09%
Tilia Fiduciary Partners Inc. 1,080 1,243 +163 +15.09%
Cornerstone Wealth Advisors Inc. 657 748 +91 +13.85%
LongView Wealth Management 4,030 4,588 +558 +13.85%
Traynor Capital Management Inc. 8,666 9,774 +1,108 +12.79%
CIC Wealth LLC 77,927 87,813 +9,886 +12.69%
Helen Stephens Group LLC 1,108 1,248 +140 +12.64%
Jessup Wealth Management Inc 2,922 3,282 +360 +12.32%
Kathmere Capital Management LLC 2,057 2,310 +253 +12.30%
Means Investment CO. Inc. 104,495 116,770 +12,275 +11.75%
OneAscent Wealth Management LLC 2,854 3,175 +321 +11.25%
Ellis Investment Partners LLC 5,264 5,825 +561 +10.66%
Signature Securities Group Corporation 10,263 11,332 +1,069 +10.42%
International Assets Investment Management LLC 11,810 13,025 +1,215 +10.29%
First National Bank Sioux Falls 29,575 32,582 +3,007 +10.17%
Bangor Savings Bank 22,646 24,947 +2,301 +10.16%
S.A. Mason LLC 3,712 4,086 +374 +10.08%
First Citizens Bank & Trust Co. 42,803 47,025 +4,222 +9.86%
O Connor Financial Group LLC 26,483 28,983 +2,500 +9.44%
RFG Holdings Inc. 133,927 146,372 +12,445 +9.29%
Optimum Investment Advisors 234 255 +21 +8.97%
Peoples Financial Services CORP. 1,771 1,918 +147 +8.30%
Brooklyn FI LLC 6,101 6,601 +500 +8.20%
NBC Securities Inc. 9,659 10,442 +783 +8.11%
Hengehold Capital Management LLC 1,479 1,597 +118 +7.98%
GoalVest Advisory LLC 194,025 208,663 +14,638 +7.54%
Occidental Asset Management LLC 5,578 5,973 +395 +7.08%
Sageworth Trust Co 209,047 223,642 +14,595 +6.98%
Perennial Advisors LLC 1,033 1,104 +71 +6.87%
Ausdal Financial Partners Inc. 6,014 6,401 +387 +6.43%
Crane Advisory LLC 159,933 169,898 +9,965 +6.23%
Retirement Planning Group 18,921 20,061 +1,140 +6.03%
West Paces Advisors Inc. 56,750 60,146 +3,396 +5.98%
Jackson Square Capital LLC 478 506 +28 +5.86%
Fundamentun LLC 5,707 6,039 +332 +5.82%
Appleton Partners Inc. MA 843 891 +48 +5.69%
Compass Financial Group INC SD 116,342 122,931 +6,589 +5.66%
Hurlow Wealth Management Group Inc. 1,036 1,094 +58 +5.60%
Kathleen S. Wright Associates Inc. 28,783 30,375 +1,592 +5.53%
Midwest Financial Group LLC 471 497 +26 +5.52%
Sage Investment Advisers LLC 17,550 18,502 +952 +5.42%
180 Wealth Advisors LLC 3,548 3,737 +189 +5.33%
Financial Management Professionals Inc. 49,393 51,952 +2,559 +5.18%
First PREMIER Bank 5,611 5,899 +288 +5.13%
Burns J W & Co. Inc. NY 1,528 1,606 +78 +5.10%
Etesian Wealth Advisors Inc. 1,506 1,582 +76 +5.05%
Bremer Bank National Association 15,687 16,436 +749 +4.77%
Cranbrook Wealth Management LLC 900 942 +42 +4.67%
Next Level Private LLC 642 672 +30 +4.67%
Rappaport Reiches Capital Management LLC 2,727 2,852 +125 +4.58%
Brookstone Capital Management 54,857 57,209 +2,352 +4.29%
First Bank & Trust 30,250 31,472 +1,222 +4.04%
MPS Loria Financial Planners LLC 754 784 +30 +3.98%
TruWealth Advisors LLC 32,337 33,573 +1,236 +3.82%
Baker Ellis Asset Management LLC 27,726 28,772 +1,046 +3.77%
D. B. Root & Company LLC 8,357 8,661 +304 +3.64%
McLean Asset Management Corp 1,337 1,384 +47 +3.52%
Global Wealth Strategies & Associates 201,542 208,530 +6,988 +3.47%
Wedmont Private Capital 119,184 123,296 +4,112 +3.45%
Sandy Cove Advisors LLC 45,650 47,145 +1,495 +3.27%
OLD National Bancorp IN 453,849 468,102 +14,253 +3.14%
Selective Wealth Management Inc. 130,942 134,987 +4,045 +3.09%
RMR Wealth Builders 136,017 140,179 +4,162 +3.06%
Safir Wealth Advisors LLC 94,985 97,819 +2,834 +2.98%
Private Capital Management LLC 50,361 51,859 +1,498 +2.97%
Burkett Financial Services LLC 221 227 +6 +2.71%
Arkfeld Wealth Strategies L.L.C. 1,872 1,922 +50 +2.67%
Stockman Wealth Management Inc. 4,690 4,809 +119 +2.54%
Affiance Financial LLC 149,308 153,089 +3,781 +2.53%
Security Financial Services INC. 22,616 23,186 +570 +2.52%
Moulton Wealth Management Inc. 1,984 2,033 +49 +2.47%
Single Point Partners LLC 7,035 7,209 +174 +2.47%
Southland Equity Partners LLC 32,549 33,352 +803 +2.47%
Revolve Wealth Partners LLC 4,151 4,252 +101 +2.43%
Webster Bank N. A. 141,719 145,140 +3,421 +2.41%
CFM Wealth Partners LLC 7,629 7,809 +180 +2.36%
Affinity Capital Advisors LLC 645 660 +15 +2.33%
Indiana Trust & Investment Management CO 3,464 3,544 +80 +2.31%
Transform Wealth LLC 1,693 1,730 +37 +2.19%
Stratos Wealth Advisors LLC 39,402 40,206 +804 +2.04%
UMA Financial Services Inc. 2,693 2,743 +50 +1.86%
Rooted Wealth Advisors Inc. 67,340 68,582 +1,242 +1.84%
CJM Wealth Advisers Ltd. 160,107 162,920 +2,813 +1.76%
Clifford Swan Investment Counsel LLC 16,407 16,684 +277 +1.69%
Key Client Fiduciary Advisors LLC 2,254 2,292 +38 +1.69%
waypoint wealth counsel 29,833 30,333 +500 +1.68%
Atwood & Palmer Inc. 60 61 +1 +1.67%
Vicus Capital 42,540 43,247 +707 +1.66%
Davis Capital Management 121 123 +2 +1.65%
Romano Brothers AND Company 37,976 38,587 +611 +1.61%
Cedar Brook Financial Partners LLC 6,967 7,079 +112 +1.61%
Strong Tower Advisory Services 1,209 1,228 +19 +1.57%
Allen Mooney & Barnes Investment Advisors LLC 6,326 6,422 +96 +1.52%
FOCUS Wealth Advisors LLC 7,022 7,117 +95 +1.35%
Soundmark Wealth Management LLC 12,984 13,156 +172 +1.32%
Lane & Associates LLC 1,452 1,471 +19 +1.31%
Patriot Investment Management Inc. 4,470 4,526 +56 +1.25%
Stanley Laman Group Ltd. 6,111 6,187 +76 +1.24%
Octavia Wealth Advisors LLC 809 819 +10 +1.24%
Ridgewood Investments LLC 7,493 7,581 +88 +1.17%
MKT Advisors LLC 37,924 38,355 +431 +1.14%
Morton Capital Management LLC CA 2,120 2,144 +24 +1.13%
High Net Worth Advisory Group LLC 41,479 41,942 +463 +1.12%
Advance Capital Management Inc. 1,530 1,547 +17 +1.11%
Apeiron RIA LLC 4,052 4,095 +43 +1.06%
Curbstone Financial Management Corp 29,540 29,840 +300 +1.02%
Gleason Group Inc. 218,582 220,813 +2,231 +1.02%
Roth Financial Partners LLC 24,983 25,239 +256 +1.02%
SOA Wealth Advisors LLC. 51,652 52,173 +521 +1.01%
Opinicus Capital Inc. 700 707 +7 +1.00%
Harbor Investment Advisory LLC 18,347 18,526 +179 +0.98%
Coston McIsaac & Partners 1,054 1,064 +10 +0.95%
Baker Boyer National Bank 3,248 3,278 +30 +0.92%
LexAurum Advisors LLC 1,779 1,794 +15 +0.84%
KMG Fiduciary Partners LLC 583 587 +4 +0.69%
Stephenson National Bank & Trust 90,186 90,746 +560 +0.62%
Bank of New Hampshire 10,092 10,152 +60 +0.59%
Collective Family Office LLC 13,068 13,141 +73 +0.56%
Community Bank of Raymore 2,462 2,474 +12 +0.49%
Gillespie Robinson & Grimm Inc. 7,698 7,731 +33 +0.43%
Madison Park Capital Advisors LLC 1,391 1,397 +6 +0.43%
Chicago Capital LLC 13,359 13,415 +56 +0.42%
ERn Financial LLC 11,103 11,144 +41 +0.37%
Roble Belko & Company Inc 4,400 4,416 +16 +0.36%
BKA Wealth Consulting Inc. 1,545 1,550 +5 +0.32%
Priebe Wealth Holdings LLC 632 634 +2 +0.32%
Great Oak Capital Partners LLC 3,747 3,759 +12 +0.32%
Cherrydale Wealth Management LLC 2,364 2,371 +7 +0.30%
Planning Alternatives Ltd. ADV 4,419 4,432 +13 +0.29%
Sinecera Capital LLC 761 763 +2 +0.26%
Howard Financial Services LTD. 974 976 +2 +0.21%
Conrad Siegel Investment Advisors Inc. 154,806 155,126 +320 +0.21%
Palumbo Wealth Management LLC 574 575 +1 +0.17%
Pallas Capital Advisors LLC 12,360 12,377 +17 +0.14%
Griffin Asset Management Inc. 1,634 1,636 +2 +0.12%
Benchmark Wealth Management LLC 34,607 34,645 +38 +0.11%
Atticus Wealth Management LLC 937 938 +1 +0.11%
Shulman DeMeo Asset Management LLC 972 973 +1 +0.10%
Weaver Consulting Group 4,457 4,461 +4 +0.09%
Harbor Group Inc. 1,097 1,098 +1 +0.09%
Chemistry Wealth Management LLC 2,285 2,287 +2 +0.09%
Sage Capital Advisors llc 7,377 7,383 +6 +0.08%
WBH Advisory Inc. 4,140 4,142 +2 +0.05%
Exeter Financial LLC 2,222 2,223 +1 +0.05%
13F Filers Reporting New Positions In VOO
Searcy Financial Services Inc. ADV 0 11,024 +11,024 +100%
Orrstown Financial Services Inc. 0 10,546 +10,546 +100%
Washington Capital Management Inc. 0 1,559 +1,559 +100%
Spirit of America Management Corp NY 0 96 +96 +100%
Northwest Investment Counselors LLC 0 120 +120 +100%
Windsor Capital Management LLC 0 452 +452 +100%
Gilman Hill Asset Management LLC 0 758 +758 +100%
Paragon Capital Management Ltd 0 993 +993 +100%
BTC Capital Management Inc. 0 8,500 +8,500 +100%
True North Advisors LLC 0 6,009 +6,009 +100%
New Capital Management LP 0 813 +813 +100%
Peterson Wealth Advisors LLC 0 618 +618 +100%
17 Capital Partners LLC 0 2,976 +2,976 +100%
Stewardship Advisors LLC 0 446 +446 +100%
Cornerstone Wealth Group LLC 0 34,560 +34,560 +100%
Hilltop Wealth Advisors LLC 0 449 +449 +100%
Cadent Capital Advisors LLC 0 489 +489 +100%
NovaPoint Capital LLC 0 664 +664 +100%
Opal Wealth Advisors LLC 0 1,066 +1,066 +100%
Howard Capital Management Group LLC 0 1,493 +1,493 +100%
Twelve Points Wealth Management LLC 0 444 +444 +100%
Worth Asset Management LLC 0 1,180 +1,180 +100%
Cypress Financial Planning LLC 0 451 +451 +100%
Global Assets Advisory LLC 0 3,402,256 +3,402,256 +100%
Fiduciary Alliance LLC 0 445 +445 +100%
Guidance Capital Inc. 0 7,514 +7,514 +100%
Walker Financial Services Inc. 0 555 +555 +100%
GAMMA Investing LLC 0 273 +273 +100%
Voisard Asset Management Group Inc. 0 15 +15 +100%
Foguth Wealth Management LLC. 0 2,107 +2,107 +100%
Emprise Bank 0 1,310 +1,310 +100%
Cascade Wealth Advisors Inc 0 738 +738 +100%
13F Filers With Unchanged Share Count
City Holding Co. 614 614 UNCH 0.00%
First National Corp MA ADV 9,710 9,710 UNCH 0.00%
Folger Nolan Fleming Douglas Capital Management Inc. 1,559 1,559 UNCH 0.00%
Barrett & Company Inc. 1,748 1,748 UNCH 0.00%
Congress Asset Management Co. MA 1,499 1,499 UNCH 0.00%
Guyasuta Investment Advisors Inc. 3,549 3,549 UNCH 0.00%
Baldwin Brothers Inc. MA 246 246 UNCH 0.00%
Mountain Pacific Investment Advisers Inc. ID 1,168 1,168 UNCH 0.00%
Trust Co. of Virginia VA 2,918 2,918 UNCH 0.00%
Country Trust Bank 219,939 219,939 UNCH 0.00%
Thompson Investment Management Inc. 28 28 UNCH 0.00%
Farmers Trust Co. 1,000 1,000 UNCH 0.00%
Mcdonald Partners LLC 10,440 10,440 UNCH 0.00%
Benin Management CORP 550 550 UNCH 0.00%
Contravisory Investment Management Inc. 8 8 UNCH 0.00%
First National Bank of Mount Dora Trust Investment Services 1,052 1,052 UNCH 0.00%
Gibson Capital LLC 1,892 1,892 UNCH 0.00%
Moller Financial Services 538 538 UNCH 0.00%
Asset Allocation & Management Company LLC 28,523 28,523 UNCH 0.00%
West Coast Financial LLC 469 469 UNCH 0.00%
Rezny Wealth Management Inc. 2,176 2,176 UNCH 0.00%
Lowe Wealth Advisors LLC 2 2 UNCH 0.00%
Alaska Permanent Fund Corp 1,139 1,139 UNCH 0.00%
Riverview Trust Co 3,131 3,131 UNCH 0.00%
M. Kraus & Co 525 525 UNCH 0.00%
Tarbox Family Office Inc. 1,218 1,218 UNCH 0.00%
McNamara Financial Services Inc. 544 544 UNCH 0.00%
Patten Group Inc. 880 880 UNCH 0.00%
Capital Insight Partners LLC 493 493 UNCH 0.00%
Founders Capital Management 155 155 UNCH 0.00%
Lake Hills Wealth Management LLC 1,145 1,145 UNCH 0.00%
Trilogy Capital Inc. 467 467 UNCH 0.00%
Ballew Advisors Inc 558 558 UNCH 0.00%
Spence Asset Management 385 385 UNCH 0.00%
Pathway Financial Advisors LLC 1,526 1,526 UNCH 0.00%
Pflug Koory LLC 2 2 UNCH 0.00%
Criterion Capital Advisors LLC 121 121 UNCH 0.00%
Allred Capital Management LLC 1,867 1,867 UNCH 0.00%
Yarbrough Capital LLC 216,447 216,447 UNCH 0.00%
Banque Cantonale Vaudoise 364 364 UNCH 0.00%
Heartwood Wealth Advisors LLC 746 746 UNCH 0.00%
General Partner Inc. 400 400 UNCH 0.00%
Lion Street Advisors LLC 5,951 5,951 UNCH 0.00%
Game Plan Financial Advisors LLC 206 206 UNCH 0.00%
MADDEN SECURITIES Corp 2,436 2,436 UNCH 0.00%
Stolper Co 520 520 UNCH 0.00%
Richard P Slaughter Associates Inc 1,568 1,568 UNCH 0.00%
Levy Wealth Management Group LLC 2,136 2,136 UNCH 0.00%
Robbins Farley LLC 12 12 UNCH 0.00%
Sageworth Trust Co of South Dakota 2,405 2,405 UNCH 0.00%
Maryland Capital Advisors Inc. 11 11 UNCH 0.00%
IMPACTfolio LLC 2,719 2,719 UNCH 0.00%
OLIO Financial Planning 1,255 1,255 UNCH 0.00%
KRS Capital Management LLC 577 577 UNCH 0.00%
Armstrong Advisory Group Inc. 25,290 25,290 UNCH 0.00%
Signature Resources Capital Management LLC 1,046 1,046 UNCH 0.00%
Horizons Wealth Management 293 293 UNCH 0.00%
Register Financial Advisors LLC 140 140 UNCH 0.00%
River Street Advisors LLC 1,305 1,305 UNCH 0.00%
Tanglewood Legacy Advisors LLC 478 478 UNCH 0.00%
Compass Wealth Management LLC 18 18 UNCH 0.00%
Hyperion Partners LLC 859 859 UNCH 0.00%
Meritas Wealth Management LLC 509 509 UNCH 0.00%
Financial Advisory Partners LLC 721 721 UNCH 0.00%
Arlington Trust Co LLC 2,448 2,448 UNCH 0.00%
Williams & Novak LLC 2,059 2,059 UNCH 0.00%
Arbor Wealth Advisors LLC 1,496 1,496 UNCH 0.00%
13F Filers Decreasing VOO Share Count
Bull Oak Capital LLC 2,093 69 -2,024 -96.70%
Advocacy Wealth Management Services LLC 231,426 11,496 -219,930 -95.03%
Sterling Group Wealth Management LLC 16,596 2,314 -14,282 -86.06%
Cordant Inc. 265 40 -225 -84.91%
New Hampshire Trust 4,958 1,089 -3,869 -78.04%
Massmutual Trust Co. FSB ADV 18,604 4,575 -14,029 -75.41%
AdvisorNet Financial Inc 46,567 14,385 -32,182 -69.11%
IMC Chicago LLC 101,112 32,060 -69,052 -68.29%
Welch Group LLC 20,301 8,361 -11,940 -58.81%
Calton & Associates Inc. 5,244 2,402 -2,842 -54.20%
Aprio Wealth Management LLC 1,724 880 -844 -48.96%
Dakota Community Bank & Trust NA 1,250 698 -552 -44.16%
Independence Bank of Kentucky 13,051 7,683 -5,368 -41.13%
First Community Trust NA 3,182 1,940 -1,242 -39.03%
Atlantic Union Bankshares Corp 983 624 -359 -36.52%
Overbrook Management Corp 5,259 3,363 -1,896 -36.05%
Meyer Handelman Co. 681 454 -227 -33.33%
BancFirst Trust & Investment Management 32,772 22,190 -10,582 -32.29%
Navalign LLC 1,335 975 -360 -26.97%
B & T Capital Management DBA Alpha Capital Management 2,945 2,166 -779 -26.45%
Royal Fund Management LLC 61,295 46,078 -15,217 -24.83%
Burke & Herbert Bank & Trust Co. 1,160 875 -285 -24.57%
Red Door Wealth Management LLC 3,294 2,485 -809 -24.56%
Capital Asset Advisory Services LLC 4,223 3,210 -1,013 -23.99%
Eagle Wealth Strategies LLC 91,156 69,533 -21,623 -23.72%
Sequent Asset Management LLC 19,579 14,957 -4,622 -23.61%
Ignite Planners LLC 10,668 8,289 -2,379 -22.30%
Mountain Capital Investment Advisors Inc 565 442 -123 -21.77%
Modus Advisors LLC 13,042 10,560 -2,482 -19.03%
Steigerwald Gordon & Koch Inc. 1,782 1,443 -339 -19.02%
Ferguson Wellman Capital Management Inc. 8,616 7,000 -1,616 -18.76%
Amplius Wealth Advisors LLC 1,685 1,383 -302 -17.92%
Cyndeo Wealth Partners LLC 2,396 1,970 -426 -17.78%
Unique Wealth LLC 1,923 1,588 -335 -17.42%
Avondale Wealth Management 7,558 6,276 -1,282 -16.96%
Gradient Capital Advisors LLC 11,841 9,979 -1,862 -15.73%
Brown Miller Wealth Management LLC 560 472 -88 -15.71%
Butensky & Cohen Financial Security Inc. 742 628 -114 -15.36%
Trivant Custom Portfolio Group LLC 1,691 1,437 -254 -15.02%
Beacon Wealthcare LLC 1,076 916 -160 -14.87%
Northeast Financial Group Inc. 4,518 3,855 -663 -14.67%
Enzi Wealth 3,686 3,164 -522 -14.16%
Whitaker Myers Wealth Managers LTD. 18,336 15,875 -2,461 -13.42%
Axiom Advisory LLC 1,490 1,291 -199 -13.36%
Winthrop Advisory Group LLC 5,571 4,841 -730 -13.10%
RDA Financial Network 1,472 1,285 -187 -12.70%
Arden Trust Co 649 569 -80 -12.33%
Kingswood Wealth Advisors LLC 6,612 5,811 -801 -12.11%
Fort Pitt Capital Group LLC 2,331 2,054 -277 -11.88%
Five Oceans Advisors 1,823 1,607 -216 -11.85%
Family Wealth Partners LLC 12,312 10,872 -1,440 -11.70%
Smith & Howard Wealth Management LLC 546 483 -63 -11.54%
Clearview Wealth Advisors LLC 4,049 3,588 -461 -11.39%
CWM LLC 89,071 80,345 -8,726 -9.80%
Fermata Advisors LLC 11,078 10,047 -1,031 -9.31%
Hummer Financial Advisory Services Inc 593 538 -55 -9.27%
University of Chicago 17,885 16,270 -1,615 -9.03%
GSG Advisors LLC 12,657 11,518 -1,139 -9.00%
DeDora Capital Inc. 29,395 26,885 -2,510 -8.54%
Austin Private Wealth LLC 1,266 1,160 -106 -8.37%
Parisi Gray Wealth Management 80,152 73,475 -6,677 -8.33%
RFG Advisory LLC 81,595 75,306 -6,289 -7.71%
Toth Financial Advisory Corp 2,349 2,170 -179 -7.62%
Mather Group LLC. 13,934 12,875 -1,059 -7.60%
Manning & Napier Group LLC 131,211 121,472 -9,739 -7.42%
Exchange Bank 817 758 -59 -7.22%
Safeguard Financial LLC 7,004 6,505 -499 -7.12%
Lockerman Financial Group Inc. 670 623 -47 -7.01%
Annapolis Financial Services LLC 14,234 13,248 -986 -6.93%
Sovereign Financial Group Inc. 9,330 8,718 -612 -6.56%
Chesley Taft & Associates LLC 2,993 2,801 -192 -6.41%
Central Bank & Trust Co. 1,469 1,375 -94 -6.40%
Crestmont Private Wealth LLC 96,841 91,039 -5,802 -5.99%
Investment Research & Advisory Group Inc. 99,093 93,215 -5,878 -5.93%
Stokes Capital Advisors LLC 2,465 2,325 -140 -5.68%
Channel Wealth LLC 4,023 3,798 -225 -5.59%
ST Germain D J Co. Inc. 369 349 -20 -5.42%
D. Scott Neal Inc. 969 917 -52 -5.37%
Moisand Fitzgerald Tamayo LLC 34,869 33,020 -1,849 -5.30%
Wealthcare Capital Management LLC 1,445 1,369 -76 -5.26%
Columbus Macro LLC 16,179 15,329 -850 -5.25%
Dynamic Advisor Solutions LLC 36,438 34,570 -1,868 -5.13%
Parkside Advisors LLC 29,104 27,738 -1,366 -4.69%
GenWealth Group Inc. 54,553 52,035 -2,518 -4.62%
First Hawaiian Bank 52,334 49,932 -2,402 -4.59%
Rowland & Co. Investment Counsel ADV 268 256 -12 -4.48%
JJJ Advisors Inc. 3,837 3,670 -167 -4.35%
CVA Family Office LLC 43,447 41,570 -1,877 -4.32%
Security National Bank 7,606 7,278 -328 -4.31%
Lincoln Capital LLC 599 574 -25 -4.17%
MCF Advisors LLC 615,858 590,185 -25,673 -4.17%
Hillcrest Wealth Advisors NY LLC 94,251 90,441 -3,810 -4.04%
Aurum Wealth Management Group LLC 29,912 28,753 -1,159 -3.87%
Twele Capital Management Inc. 100,767 96,942 -3,825 -3.80%
Fortitude Family Office LLC 686 660 -26 -3.79%
Peoples Bank KS 4,193 4,043 -150 -3.58%
WealthCare Investment Partners LLC 11,161 10,771 -390 -3.49%
Legacy Financial Strategies LLC 8,030 7,750 -280 -3.49%
Ayalon Holdings Ltd. 14,403 13,900 -503 -3.49%
Schoolcraft Capital LLC 27,465 26,516 -949 -3.46%
Keystone Wealth Services LLC 11,131 10,747 -384 -3.45%
Legacy Private Trust Co. 18,388 17,755 -633 -3.44%
Sendero Wealth Management LLC 27,405 26,496 -909 -3.32%
Stephens Consulting LLC 132,160 127,821 -4,339 -3.28%
Hoxton Planning & Management LLC 10,503 10,165 -338 -3.22%
Lbmc Investment Advisors LLC 28,897 28,024 -873 -3.02%
Charles Schwab Trust Co 179,297 174,045 -5,252 -2.93%
Thrive Wealth Management LLC 17,969 17,489 -480 -2.67%
Park National Corp OH 11,392 11,111 -281 -2.47%
Cambridge Advisors Inc. 159,622 155,721 -3,901 -2.44%
Hudson Valley Investment Advisors Inc. ADV 492 480 -12 -2.44%
Acropolis Investment Management LLC 536,294 523,245 -13,049 -2.43%
West Financial Advisors LLC 21,426 20,931 -495 -2.31%
Abacus Planning Group Inc. 33,662 32,884 -778 -2.31%
Berger Financial Group Inc 19,286 18,842 -444 -2.30%
Corundum Group Inc. 2,470 2,415 -55 -2.23%
Private Ocean LLC 3,010 2,945 -65 -2.16%
NorthCrest Asset Manangement LLC 935 915 -20 -2.14%
Trifecta Capital Advisors LLC 1,082 1,059 -23 -2.13%
Montecito Bank & Trust 4,695 4,606 -89 -1.90%
PFS Partners LLC 218 214 -4 -1.83%
Marotta Asset Management 16,305 16,028 -277 -1.70%
Grimes & Company Inc. 9,700 9,538 -162 -1.67%
Pure Financial Advisors Inc. 74,932 73,757 -1,175 -1.57%
Monterey Private Wealth Inc. 13,776 13,569 -207 -1.50%
Halpern Financial Inc. 17,826 17,573 -253 -1.42%
Moseley Investment Management Inc. 867 855 -12 -1.38%
Cypress Wealth Services LLC 13,255 13,081 -174 -1.31%
Hoese & Co LLP 16,175 15,970 -205 -1.27%
One Wealth Advisors LLC 814 804 -10 -1.23%
Viewpoint Capital Management LLC 18,052 17,832 -220 -1.22%
Salem Investment Counselors Inc. 13,697 13,531 -166 -1.21%
CHURCHILL MANAGEMENT Corp 885,408 875,536 -9,872 -1.11%
Northwest Capital Management Inc 2,318 2,293 -25 -1.08%
Ballentine Partners LLC 109,052 107,898 -1,154 -1.06%
Financial Enhancement Group LLC 17,934 17,763 -171 -0.95%
Bowman & Co S.C. 33,876 33,559 -317 -0.94%
Sunburst Financial Group LLC 21,230 21,033 -197 -0.93%
Waller Financial Planning Group Inc. 10,885 10,786 -99 -0.91%
Ridgecrest Wealth Partners LLC 13,262 13,144 -118 -0.89%
Flagship Harbor Advisors LLC 21,080 20,894 -186 -0.88%
Flower City Capital 22,498 22,311 -187 -0.83%
Enterprise Bank & Trust Co 2,525 2,505 -20 -0.79%
Garrett Investment Advisors LLC 2,184 2,168 -16 -0.73%
Elk River Wealth Management LLC 1,115 1,107 -8 -0.72%
Perkins Coie Trust Co 3,669 3,643 -26 -0.71%
Market Street Wealth Management Advisors LLC 12,118 12,035 -83 -0.68%
Sunbelt Securities Inc. 1,349 1,340 -9 -0.67%
Stratos Wealth Partners LTD. 460,474 457,422 -3,052 -0.66%
Moody National Bank Trust Division 26,160 25,987 -173 -0.66%
First Financialcorp IN 46,290 45,999 -291 -0.63%
Thomasville National Bank 2,097 2,086 -11 -0.52%
Asset Dedication LLC 6,991 6,956 -35 -0.50%
Defined Wealth Management LLC 17,353 17,275 -78 -0.45%
Sunpointe LLC 5,596 5,574 -22 -0.39%
DBK Financial Counsel LLC 5,470 5,453 -17 -0.31%
Aspiriant LLC 152,089 151,668 -421 -0.28%
Pioneer Wealth Management Group 2,064 2,059 -5 -0.24%
Family CFO Inc 18,821 18,776 -45 -0.24%
Trinity Financial Advisors LLC 9,883 9,859 -24 -0.24%
Pinnacle Bank 34,187 34,122 -65 -0.19%
Symphony Financial Ltd. Co. 7,415 7,402 -13 -0.18%
Iron Horse Wealth Management LLC 1,207 1,205 -2 -0.17%
Kohmann Bosshard Financial Services LLC 23,880 23,854 -26 -0.11%
Central Valley Advisors LLC 2,174 2,172 -2 -0.09%
Montis Financial LLC 1,233 1,232 -1 -0.08%
Fragasso Group Inc. 107,512 107,439 -73 -0.07%
13F Filers Exiting VOO
Range Financial Group LLC 1,136 0 -1,136 -100.00%
Independent Wealth Network Inc. 5,254 0 -5,254 -100.00%
Strategic Planning Group LLC 541 0 -541 -100.00%
Prentice Wealth Management LLC 723 0 -723 -100.00%
Columbia Advisory Partners LLC 2,102 0 -2,102 -100.00%
Lloyd Advisory Services LLC. 28,268 0 -28,268 -100.00%
Curated Wealth Partners LLC 30,779 0 -30,779 -100.00%
Inscription Capital LLC 1,345 0 -1,345 -100.00%
WoodTrust Financial Corp 5,405 0 -5,405 -100.00%
SMI Advisory Services LLC 2,528 0 -2,528 -100.00%
Carlson Capital Management 1,972 0 -1,972 -100.00%
Stonehearth Capital Management LLC 672 0 -672 -100.00%
Timber Creek Capital Management LLC 3,201 0 -3,201 -100.00%
Arlington Partners LLC 168 0 -168 -100.00%
M&R Capital Management Inc. 498 0 -498 -100.00%

See Summary: Institutional Holders of VOO
See Details: Top 10 Hedge Funds Holding VOO

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