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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

722
Institutional holders
73M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on VOOG is one-sided between 2026-Q1 and 2026-Q2: 244 added or opened and 41 trimmed or exited — on balance accumulating.

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 2026-Q1 and 2026-Q2, across 722 tracked filers holding VOOG, 712 increased or opened the position and 92 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 2026-Q1 and 2026-Q2 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 28

  • J.W. COLE ADVISORS, INC.$15M
  • Jump Financial, LLC$10M
  • Elevation Capital Advisory, LLC$7M
  • Ethos Financial Group, LLC$7M
  • Diversify Advisory Services, LLC$4M
  • PKS Advisory Services, LLC$4M

Full exits 27

  • HighTower Advisors, LLC$38M
  • Cambridge Investment Research Advisors, Inc.$32M
  • Janney Montgomery Scott LLC$21M
  • Coastline Complete Wealth LLC$14M
  • Betterment LLC$14M
  • PRUDENTIAL FINANCIAL INC$13M

Largest adds

  • JPMORGAN CHASE & CO$226M
  • BANK OF AMERICA CORP /DE/$116M
  • MORGAN STANLEY$70M
  • WELLS FARGO & COMPANY/MN$58M
  • UBS Group AG$56M
  • ENVESTNET ASSET MANAGEMENT INC$50M

Largest trims

  • TWO SIGMA INVESTMENTS, LP$88M
  • Mariner, LLC$17M
  • CITADEL ADVISORS LLC$7M
  • FIL Ltd$5M
  • TUDOR INVESTMENT CORP ET AL$3M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added13,235,446$1.1B19.8%2026-Q2
MORGAN STANLEY added5,236,837$433M7.9%2026-Q2
BANK OF AMERICA CORP /DE/ added4,643,540$384M7.0%2026-Q2
UBS Group AG added3,753,568$310M5.7%2026-Q2
LPL Financial LLC added3,295,310$272M5.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added2,593,425$214M3.9%2026-Q2
AMERIPRISE FINANCIAL INC added1,888,763$156M2.9%2026-Q2
TD PRIVATE CLIENT WEALTH LLC added1,715,087$142M2.6%2026-Q2
WELLS FARGO & COMPANY/MN added1,632,640$135M2.5%2026-Q2
RAYMOND JAMES FINANCIAL INC added1,446,481$120M2.2%2026-Q2
OSAIC HOLDINGS, INC. added1,174,283$97M1.8%2026-Q2
Corient Private Wealth LP added1,083,431$90M1.6%2026-Q2
Arista Wealth Management, LLC added1,054,603$87M1.6%2026-Q2
Joel Isaacson & Co., LLC added908,664$75M1.4%2026-Q2
Focus Partners Wealth added884,646$73M1.3%2026-Q2
Equitable Holdings, Inc. added876,607$72M1.3%2026-Q2
Shakespeare Wealth Management, LLC added839,154$69M1.3%2026-Q2
Private Advisor Group, LLC added832,385$69M1.3%2026-Q2
Cerity Partners LLC added711,922$59M1.1%2026-Q2
Mariner, LLC added620,540$51M0.9%2026-Q2
PETREDIS INVESTMENT ADVISORS LLC added564,186$47M0.9%2026-Q2
Essex Financial Services, Inc. added534,985$44M0.8%2026-Q2
Principle Wealth Partners LLC added515,413$43M0.8%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added492,640$41M0.7%2026-Q2
Cetera Investment Advisers added458,376$38M0.7%2026-Q2
JONES FINANCIAL COMPANIES LLLP added455,097$36M0.7%2026-Q2
Apella Capital, LLC added445,787$36M0.7%2026-Q2
ROYAL BANK OF CANADA added439,091$36M0.7%2026-Q2
Wheelhouse Advisory Group LLC added383,497$32M0.6%2026-Q2
Kropog Financial Group, LLC added374,994$31M0.6%2026-Q2
Merit Financial Group, LLC added369,250$31M0.6%2026-Q2
Connecticut Wealth Management, LLC added365,063$30M0.6%2026-Q2
Kestra Advisory Services, LLC added363,150$30M0.6%2026-Q2
Cornerstone Advisory, LLC added358,268$30M0.5%2026-Q2
Modern Wealth Management, LLC added347,334$29M0.5%2026-Q2
Steffes Financial, Ltd. added315,325$26M0.5%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added310,959$26M0.5%2026-Q2
TRUIST FINANCIAL CORP added307,148$25M0.5%2026-Q2
Quantinno Capital Management LP added299,972$25M0.5%2026-Q2
Cerro Pacific Wealth Advisors LLC added287,480$24M0.4%2026-Q2
MML INVESTORS SERVICES, LLC added284,264$23M0.4%2026-Q2
Curry Webb Wealth Management LLC added283,598$23M0.4%2026-Q2
FMR LLC added282,925$23M0.4%2026-Q2
Composition Wealth, LLC added275,764$23M0.4%2026-Q2
Sanctuary Advisors, LLC added275,423$23M0.4%2026-Q2
Rockefeller Capital Management L.P. added275,067$23M0.4%2026-Q2
ArchPoint Investors added272,490$23M0.4%2026-Q2
Gotham Asset Management, LLC added270,459$22M0.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added261,936$22M0.4%2026-Q2
Graves Light Lenhart Wealth, Inc. added258,813$21M0.4%2026-Q2
Stordahl Capital Management, Inc. added249,986$21M0.4%2026-Q2
FIL Ltd added241,531$20M0.4%2026-Q2
Keystone Financial Services, LLC added235,173$19M0.4%2026-Q2
Summit Financial, LLC added231,192$19M0.4%2026-Q2
Larson Financial Group LLC added229,992$19M0.3%2026-Q2
ENTRUST FINANCIAL LLC added218,895$18M0.3%2026-Q2
Concurrent Investment Advisors, LLC added202,832$17M0.3%2026-Q2
CONNING INC. added202,438$17M0.3%2026-Q2
Atria Investments, Inc added200,080$17M0.3%2026-Q2
GOLDMAN SACHS GROUP INC added199,789$17M0.3%2026-Q2
US BANCORP \DE\ added187,546$15M0.3%2026-Q2
RFG Holdings, Inc. added183,490$15M0.3%2026-Q2
Fifth Third Securities, Inc. added182,671$15M0.3%2026-Q2
J.W. COLE ADVISORS, INC. added181,189$15M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added179,038$15M0.3%2026-Q2
Mutual Advisors, LLC added178,969$15M0.3%2026-Q2
Relyea Zuckerberg Hanson LLC added173,917$14M0.3%2026-Q2
Caprock Group, LLC added160,980$13M0.2%2026-Q2
Savant Capital, LLC added150,864$19M0.4%2026-Q2
STIFEL FINANCIAL CORP added145,230$12M0.2%2026-Q2
Creative Planning added139,803$12M0.2%2026-Q2
Wealthspire Advisors, LLC added132,676$11M0.2%2026-Q2
Magnus Financial Group LLC added128,749$11M0.2%2026-Q2
Strategies Wealth Advisors, LLC added122,642$10M0.2%2026-Q2
CITIZENS FINANCIAL GROUP INC/RI added119,599$10M0.2%2026-Q2
COMPASS CAPITAL CORP /MA/ /ADV trimmed119,406$10M0.2%2026-Q2
Cooper Financial Group added118,652$10M0.2%2026-Q2
Jump Financial, LLC new118,044$10M0.2%2026-Q2
COZAD ASSET MANAGEMENT INC added113,340$9M0.2%2026-Q2
MGO ONE SEVEN LLC added106,156$9M0.2%2026-Q2
EHRLICH FINANCIAL GROUP added105,549$9M0.2%2026-Q2
Keystone Financial Group added104,576$9M0.2%2026-Q2
Zhang Financial LLC added104,229$9M0.2%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH added103,078$9M0.2%2026-Q2
NewEdge Advisors, LLC added100,203$8M0.2%2026-Q2
&PARTNERS added96,676$8M0.1%2026-Q2
Ethos Financial Group, LLC added92,740$7M0.1%2026-Q2
OneDigital Investment Advisors LLC added90,185$7M0.1%2026-Q2
Brookstone Capital Management added90,047$7M0.1%2026-Q2
Elevation Capital Advisory, LLC added88,695$7M0.1%2026-Q2
MOSAIC FAMILY WEALTH PARTNERS, LLC added87,873$7M0.1%2026-Q2
INVICTUS PRIVATE WEALTH, LLC added87,126$7M0.1%2026-Q2
Valmark Advisers, Inc. added86,196$7M0.1%2026-Q2
NORTHERN TRUST CORP added85,440$7M0.1%2026-Q2
FIFTH THIRD BANCORP added81,495$7M0.1%2026-Q2
Wealthfront Advisers LLC added81,250$7M0.1%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added78,167$6M0.1%2026-Q2
ENCOMPASS WEALTH ADVISORS, LLC added75,745$6M0.1%2026-Q2
ABSOLUTE CAPITAL MANAGEMENT, LLC added74,529$6M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added21,521$9M0.2%2026-Q2

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