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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 2,174,927 | $852M | 18.9% | 2026-Q1 |
| MORGAN STANLEY added | 890,400 | $363M | 8.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 655,893 | $267M | 5.9% | 2026-Q1 |
| UBS Group AG added | 622,304 | $254M | 5.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 573,515 | $234M | 5.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 402,674 | $164M | 3.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 312,762 | $127M | 2.8% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 266,977 | $109M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 234,029 | $95M | 2.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 229,820 | $94M | 2.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 213,352 | $87M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 189,287 | $77M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 187,041 | $76M | 1.7% | 2026-Q1 |
| Arista Wealth Management, LLC trimmed | 179,965 | $73M | 1.6% | 2026-Q1 |
| Mariner, LLC added | 166,650 | $68M | 1.5% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 149,623 | $61M | 1.4% | 2026-Q1 |
| Focus Partners Wealth added | 179,343 | $59M | 1.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 117,602 | $52M | 1.2% | 2026-Q1 |
| Cerity Partners LLC added | 115,914 | $47M | 1.1% | 2026-Q1 |
| Shakespeare Wealth Management, LLC added | 107,322 | $44M | 1.0% | 2026-Q1 |
| PETREDIS INVESTMENT ADVISORS LLC added | 93,517 | $38M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 92,784 | $38M | 0.8% | 2026-Q1 |
| Apella Capital, LLC trimmed | 79,155 | $37M | 0.8% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 89,557 | $37M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 78,347 | $32M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 75,128 | $31M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 73,900 | $30M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 73,581 | $30M | 0.7% | 2026-Q1 |
| Principle Wealth Partners LLC added | 62,845 | $26M | 0.6% | 2026-Q1 |
| Merit Financial Group, LLC added | 62,819 | $26M | 0.6% | 2026-Q1 |
| Wheelhouse Advisory Group LLC added | 62,639 | $26M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 63,877 | $25M | 0.6% | 2026-Q1 |
| Kropog Financial Group, LLC trimmed | 61,805 | $25M | 0.6% | 2026-Q1 |
| FIL Ltd | 61,392 | $25M | 0.6% | 2026-Q1 |
| Connecticut Wealth Management, LLC trimmed | 61,170 | $25M | 0.6% | 2026-Q1 |
| Cornerstone Advisory, LLC trimmed | 60,231 | $25M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 54,228 | $22M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 53,972 | $22M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 52,507 | $21M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 52,487 | $21M | 0.5% | 2026-Q1 |
| Steffes Financial, Ltd. added | 51,412 | $21M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 50,692 | $21M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 48,099 | $20M | 0.4% | 2026-Q1 |
| Composition Wealth, LLC added | 46,039 | $19M | 0.4% | 2026-Q1 |
| ArchPoint Investors | 45,415 | $19M | 0.4% | 2026-Q1 |
| Cerro Pacific Wealth Advisors LLC added | 45,376 | $18M | 0.4% | 2026-Q1 |
| FMR LLC added | 44,135 | $18M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 43,698 | $18M | 0.4% | 2026-Q1 |
| Stordahl Capital Management, Inc. added | 42,423 | $17M | 0.4% | 2026-Q1 |
| Keystone Financial Services, LLC added | 40,252 | $16M | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 39,669 | $16M | 0.4% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 39,154 | $16M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 38,465 | $16M | 0.3% | 2026-Q1 |
| Graves Light Lenhart Wealth, Inc. added | 37,598 | $15M | 0.3% | 2026-Q1 |
| ENTRUST FINANCIAL LLC added | 37,091 | $15M | 0.3% | 2026-Q1 |
| CONNING INC. added | 35,650 | $15M | 0.3% | 2026-Q1 |
| Coastline Complete Wealth LLC added | 34,406 | $14M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 34,034 | $14M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 33,546 | $14M | 0.3% | 2026-Q1 |
| Betterment LLC added | 33,395 | $14M | 0.3% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 32,142 | $13M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | 31,610 | $13M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ added | 31,176 | $13M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 30,237 | $13M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 29,930 | $12M | 0.3% | 2026-Q1 |
| RFG Holdings, Inc. trimmed | 29,655 | $12M | 0.3% | 2026-Q1 |
| Relyea Zuckerberg Hanson LLC trimmed | 29,145 | $12M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 27,548 | $11M | 0.2% | 2026-Q1 |
| Caprock Group, LLC added | 27,078 | $11M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 25,933 | $11M | 0.2% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 121,155 | $10M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 22,427 | $9M | 0.2% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 21,894 | $9M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 21,871 | $9M | 0.2% | 2026-Q1 |
| Strategies Wealth Advisors, LLC trimmed | 21,244 | $9M | 0.2% | 2026-Q1 |
| Savant Capital, LLC added | 21,227 | $9M | 0.2% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC added | 20,340 | $8M | 0.2% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 20,325 | $8M | 0.2% | 2026-Q1 |
| Cooper Financial Group trimmed | 19,771 | $8M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 19,219 | $8M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 18,900 | $8M | 0.2% | 2026-Q1 |
| EHRLICH FINANCIAL GROUP added | 17,060 | $7M | 0.2% | 2026-Q1 |
| Keystone Financial Group added | 16,753 | $7M | 0.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 16,430 | $7M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 15,515 | $6M | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 14,919 | $6M | 0.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 14,706 | $6M | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 14,627 | $6M | 0.1% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC trimmed | 14,608 | $6M | 0.1% | 2026-Q1 |
| INVICTUS PRIVATE WEALTH, LLC | 14,521 | $6M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 14,513 | $6M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 13,789 | $6M | 0.1% | 2026-Q1 |
| Iron Horse Wealth Management, LLC added | 85,811 | $34M | 0.8% | 2025-Q2 stale |
| ERn Financial, LLC trimmed | 101,342 | $34M | 0.8% | 2025-Q1 stale |
| Stenger Family Office, LLC added | 195,024 | $14M | 0.3% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. added | 28,450 | $13M | 0.3% | 2025-Q4 stale |
| AA Financial Advisors, LLC trimmed | 20,272 | $9M | 0.2% | 2025-Q4 stale |
| Ethos Financial Group, LLC trimmed | 17,904 | $8M | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 16,506 | $7M | 0.1% | 2025-Q2 stale |
| COMERICA BANK added | 12,907 | $6M | 0.1% | 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.
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.