We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1976
SMART Wealth
Nebraska
$383K -$16.2K -42 -4%
MJRIC
1977
Mogy Joel R Investment Counsel
California
$382K -$20.1K -52 -5%
CCG
1978
Coastwise Capital Group
California
$382K – – –
DCM
1979
Donaldson Capital Management
Indiana
$381K +$361K +935 New
KFI
1980
Key Financial Inc
Pennsylvania
$380K +$36.6K +95 +11%
VFPW
1981
Vantage Financial Partners (Wisconsin)
Wisconsin
$380K +$93.7K +243 +35%
M
1982
MYeCFO
California
$379K -$88.7K -230 -20%
AT
1983
Arden Trust
Delaware
$377K -$46.7K -121 -12%
SGK
1984
Steigerwald Gordon & Koch
Virginia
$376K -$5.79K -15 -2%
VAM
1985
Verity Asset Management
North Carolina
$376K -$327K -847 -48%
BLC
1986
Brown, Lisle/Cummings
Rhode Island
$376K +$348K +902 +4,510%
VDI
1987
Vaughan David Investments
Illinois
$375K +$84.9K +220 +31%
CCM
1988
Chiron Capital Management
Florida
$374K +$7.72K +20 +2%
MSR
1989
Main Street Research
Connecticut
$374K +$353K +914 New
CA
1990
Cornerstone Advisory
Maryland
$372K -$15K -39 -4%
PCM
1991
Passive Capital Management
Maryland
$372K – – –
RA
1992
Riversedge Advisors
Delaware
$372K +$3.09K +8 +0.9%
GFA
1993
Gallagher Fiduciary Advisors
Illinois
$372K +$118K +305 +50%
AWA
1994
Archvest Wealth Advisors
California
$371K – – –
CMP
1995
Coston McIsaac & Partners
Maine
$370K +$10.8K +28 +3%
ACM
1996
Advance Capital Management
Michigan
$370K +$50.9K +132 +17%
T
1997
TRUADVICE
Florida
$370K +$348K +902 New
APW
1998
Austin Private Wealth
Texas
$368K -$3.47K -9 -1%
APWA
1999
Atlas Private Wealth Advisors
New Jersey
$368K +$348K +903 New
GGI
2000
Godsey & Gibb Inc
Virginia
$366K -$231K -600 -40%
78 79
80
81 82