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Institutional Ownership · SEC Form 13F

Who owns VOOG (VOOG)


Which tracked institutional funds hold VOOG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VOOG company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

678
Institutional holders
12,184,164
Shares held (tracked funds)

How the tape is positioned

57 tracked funds added or opened VOOG while 154 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

VOOG’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes VOOG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VOOG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 678 tracked filers holding VOOG, 304 increased or opened the position and 275 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in VOOG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 16

  • TWO SIGMA INVESTMENTS, LP$94M
  • EHRLICH FINANCIAL GROUP$7M
  • Junk Investment Group, LLC$5M
  • XTX Topco Ltd$4M
  • KINTRA WEALTH, LLC$3M
  • HUNTINGTON NATIONAL BANK$3M

Full exits 26

  • J.W. COLE ADVISORS, INC.$13M
  • AA Financial Advisors, LLC$9M
  • COMERICA BANK$6M
  • M3 Wealth Management, LLC$5M
  • FLAGSHIP WEALTH ADVISORS, LLC$4M
  • GTS SECURITIES LLC$4M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19M
  • RAYMOND JAMES FINANCIAL INC$17M
  • Coastline Complete Wealth LLC$13M
  • Atria Investments, Inc$8M
  • Concurrent Investment Advisors, LLC$8M
  • FMR LLC$7M

Largest trims

  • JPMORGAN CHASE & CO$116M
  • BANK OF AMERICA CORP /DE/$32M
  • GOLDMAN SACHS GROUP INC$30M
  • LPL Financial LLC$25M
  • UBS Group AG$23M
  • Battery Global Advisors, LLC$22M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO trimmed2,174,927$852M18.9%2026-Q1
MORGAN STANLEY added890,400$363M8.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed655,893$267M5.9%2026-Q1
UBS Group AG added622,304$254M5.6%2026-Q1
LPL Financial LLC trimmed573,515$234M5.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added402,674$164M3.6%2026-Q1
AMERIPRISE FINANCIAL INC added312,762$127M2.8%2026-Q1
TD PRIVATE CLIENT WEALTH LLC added266,977$109M2.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added234,029$95M2.1%2026-Q1
TWO SIGMA INVESTMENTS, LP added229,820$94M2.1%2026-Q1
Corient Private Wealth LLC trimmed213,352$87M1.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed189,287$77M1.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed187,041$76M1.7%2026-Q1
Arista Wealth Management, LLC trimmed179,965$73M1.6%2026-Q1
Mariner, LLC added166,650$68M1.5%2026-Q1
Joel Isaacson & Co., LLC added149,623$61M1.4%2026-Q1
Focus Partners Wealth added179,343$59M1.3%2026-Q1
Equitable Holdings, Inc. added117,602$52M1.2%2026-Q1
Cerity Partners LLC added115,914$47M1.1%2026-Q1
Shakespeare Wealth Management, LLC added107,322$44M1.0%2026-Q1
PETREDIS INVESTMENT ADVISORS LLC added93,517$38M0.8%2026-Q1
HighTower Advisors, LLC trimmed92,784$38M0.8%2026-Q1
Apella Capital, LLC trimmed79,155$37M0.8%2026-Q1
Essex Financial Services, Inc. trimmed89,557$37M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed78,347$32M0.7%2026-Q1
Private Advisor Group, LLC added75,128$31M0.7%2026-Q1
Cetera Investment Advisers added73,900$30M0.7%2026-Q1
ROYAL BANK OF CANADA trimmed73,581$30M0.7%2026-Q1
Principle Wealth Partners LLC added62,845$26M0.6%2026-Q1
Merit Financial Group, LLC added62,819$26M0.6%2026-Q1
Wheelhouse Advisory Group LLC added62,639$26M0.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added63,877$25M0.6%2026-Q1
Kropog Financial Group, LLC trimmed61,805$25M0.6%2026-Q1
FIL Ltd61,392$25M0.6%2026-Q1
Connecticut Wealth Management, LLC trimmed61,170$25M0.6%2026-Q1
Cornerstone Advisory, LLC trimmed60,231$25M0.5%2026-Q1
Kestra Advisory Services, LLC trimmed54,228$22M0.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added53,972$22M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed52,507$21M0.5%2026-Q1
Janney Montgomery Scott LLC added52,487$21M0.5%2026-Q1
Steffes Financial, Ltd. added51,412$21M0.5%2026-Q1
TRUIST FINANCIAL CORP added50,692$21M0.5%2026-Q1
Quantinno Capital Management LP added48,099$20M0.4%2026-Q1
Composition Wealth, LLC added46,039$19M0.4%2026-Q1
ArchPoint Investors45,415$19M0.4%2026-Q1
Cerro Pacific Wealth Advisors LLC added45,376$18M0.4%2026-Q1
FMR LLC added44,135$18M0.4%2026-Q1
Gotham Asset Management, LLC added43,698$18M0.4%2026-Q1
Stordahl Capital Management, Inc. added42,423$17M0.4%2026-Q1
Keystone Financial Services, LLC added40,252$16M0.4%2026-Q1
Summit Financial, LLC added39,669$16M0.4%2026-Q1
Larson Financial Group LLC trimmed39,154$16M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed38,465$16M0.3%2026-Q1
Graves Light Lenhart Wealth, Inc. added37,598$15M0.3%2026-Q1
ENTRUST FINANCIAL LLC added37,091$15M0.3%2026-Q1
CONNING INC. added35,650$15M0.3%2026-Q1
Coastline Complete Wealth LLC added34,406$14M0.3%2026-Q1
Rockefeller Capital Management L.P. added34,034$14M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added33,546$14M0.3%2026-Q1
Betterment LLC added33,395$14M0.3%2026-Q1
Fifth Third Securities, Inc. added32,142$13M0.3%2026-Q1
PRUDENTIAL FINANCIAL INC31,610$13M0.3%2026-Q1
US BANCORP \DE\ added31,176$13M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed30,237$13M0.3%2026-Q1
Atria Investments, Inc added29,930$12M0.3%2026-Q1
RFG Holdings, Inc. trimmed29,655$12M0.3%2026-Q1
Relyea Zuckerberg Hanson LLC trimmed29,145$12M0.3%2026-Q1
Concurrent Investment Advisors, LLC added27,548$11M0.2%2026-Q1
Caprock Group, LLC added27,078$11M0.2%2026-Q1
Mutual Advisors, LLC added25,933$11M0.2%2026-Q1
COMPASS CAPITAL CORP /MA/ /ADV added121,155$10M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed22,427$9M0.2%2026-Q1
Magnus Financial Group LLC trimmed21,894$9M0.2%2026-Q1
Creative Planning trimmed21,871$9M0.2%2026-Q1
Strategies Wealth Advisors, LLC trimmed21,244$9M0.2%2026-Q1
Savant Capital, LLC added21,227$9M0.2%2026-Q1
COZAD ASSET MANAGEMENT INC added20,340$8M0.2%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI trimmed20,325$8M0.2%2026-Q1
Cooper Financial Group trimmed19,771$8M0.2%2026-Q1
PARK AVENUE SECURITIES LLC trimmed19,219$8M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed18,900$8M0.2%2026-Q1
EHRLICH FINANCIAL GROUP added17,060$7M0.2%2026-Q1
Keystone Financial Group added16,753$7M0.2%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed16,430$7M0.1%2026-Q1
Sanctuary Advisors, LLC trimmed15,515$6M0.1%2026-Q1
OneDigital Investment Advisors LLC trimmed14,919$6M0.1%2026-Q1
Brookstone Capital Management trimmed14,706$6M0.1%2026-Q1
Valmark Advisers, Inc. added14,627$6M0.1%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC trimmed14,608$6M0.1%2026-Q1
INVICTUS PRIVATE WEALTH, LLC14,521$6M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed14,513$6M0.1%2026-Q1
Sigma Planning Corp added13,789$6M0.1%2026-Q1
Iron Horse Wealth Management, LLC added85,811$34M0.8%2025-Q2 stale
ERn Financial, LLC trimmed101,342$34M0.8%2025-Q1 stale
Stenger Family Office, LLC added195,024$14M0.3%2025-Q3 stale
J.W. COLE ADVISORS, INC. added28,450$13M0.3%2025-Q4 stale
AA Financial Advisors, LLC trimmed20,272$9M0.2%2025-Q4 stale
Ethos Financial Group, LLC trimmed17,904$8M0.2%2025-Q3 stale
Atria Wealth Solutions, Inc. added16,506$7M0.1%2025-Q2 stale
COMERICA BANK added12,907$6M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership