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Institutional Ownership · SEC Form 13F

Who owns VOOV (VOOV)


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

434
Institutional holders
12,598,449
Shares held (tracked funds)

How the tape is positioned

60 tracked funds added or opened VOOV while 48 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

VOOV’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% 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 VOOV more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VOOV 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 434 tracked filers holding VOOV, 208 increased or opened the position and 156 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 VOOV 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 18

  • MMA ASSET MANAGEMENT LLC$18M
  • EHRLICH FINANCIAL GROUP$8M
  • CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$4M
  • FIFTH THIRD BANCORP$4M
  • GTS SECURITIES LLC$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M

Full exits 9

  • FLAGSHIP WEALTH ADVISORS, LLC$6M
  • COMERICA BANK$4M
  • Integrated Investment Consultants, LLC$2M
  • RENAISSANCE TECHNOLOGIES LLC$2M
  • J.W. COLE ADVISORS, INC.$1M
  • Envestnet Portfolio Solutions, Inc.$1M

Largest adds

  • RAYMOND JAMES FINANCIAL INC$15M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$13M
  • Mesirow Financial Investment Management, Inc.$10M
  • MORGAN STANLEY$8M
  • JONES FINANCIAL COMPANIES LLLP$5M
  • Delta Wealth Advisors LLC$4M

Largest trims

  • Pathstone Holdings, LLC$30M
  • JPMORGAN CHASE & CO$23M
  • Corient Private Wealth LLC$13M
  • COMMONWEALTH EQUITY SERVICES, LLC$13M
  • AA Financial Advisors, LLC$9M
  • OneDigital Investment Advisors LLC$8M

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
BANK OF AMERICA CORP /DE/ added1,866,106$380M15.6%2026-Q1
MORGAN STANLEY added1,172,687$239M9.8%2026-Q1
UBS Group AG added681,534$139M5.7%2026-Q1
LPL Financial LLC added592,977$121M5.0%2026-Q1
Cetera Investment Advisers added514,433$105M4.3%2026-Q1
JPMORGAN CHASE & CO trimmed481,608$97M4.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added438,054$89M3.7%2026-Q1
AMERIPRISE FINANCIAL INC added374,650$76M3.1%2026-Q1
Corient Private Wealth LLC trimmed305,202$62M2.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed299,951$61M2.5%2026-Q1
Shakespeare Wealth Management, LLC added281,973$57M2.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed270,396$55M2.3%2026-Q1
Stordahl Capital Management, Inc. added245,421$50M2.1%2026-Q1
HighTower Advisors, LLC trimmed187,521$38M1.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed162,052$33M1.4%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed159,960$33M1.3%2026-Q1
Grant Street Asset Management, Inc. added152,483$31M1.3%2026-Q1
PETREDIS INVESTMENT ADVISORS LLC trimmed122,450$25M1.0%2026-Q1
Zhang Financial LLC added107,875$22M0.9%2026-Q1
ROYAL BANK OF CANADA added106,095$22M0.9%2026-Q1
OneDigital Investment Advisors LLC trimmed105,185$21M0.9%2026-Q1
Pathstone Holdings, LLC trimmed98,361$20M0.8%2026-Q1
Private Advisor Group, LLC trimmed89,232$18M0.7%2026-Q1
MMA ASSET MANAGEMENT LLC new85,908$18M0.7%2026-Q1
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed83,854$17M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed83,816$17M0.7%2026-Q1
Mesirow Financial Investment Management, Inc. added83,626$17M0.7%2026-Q1
Merit Financial Group, LLC added77,029$16M0.6%2026-Q1
Lutz Financial Services LLC trimmed72,295$15M0.6%2026-Q1
Beacon Capital Management, LLC trimmed71,119$14M0.6%2026-Q1
Graves Light Lenhart Wealth, Inc. added70,382$14M0.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added67,511$14M0.6%2026-Q1
Cascades Capital Asset Management, LLC trimmed65,576$13M0.5%2026-Q1
CONNING INC. added60,477$12M0.5%2026-Q1
MGO ONE SEVEN LLC added54,950$11M0.5%2026-Q1
Aspire Growth Partners LLC added54,386$11M0.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed50,733$10M0.4%2026-Q1
Betterment LLC added50,647$10M0.4%2026-Q1
Summit Financial, LLC added50,281$10M0.4%2026-Q1
Relyea Zuckerberg Hanson LLC trimmed50,197$10M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added50,850$10M0.4%2026-Q1
Rockefeller Capital Management L.P. trimmed49,089$10M0.4%2026-Q1
Composition Wealth, LLC added46,958$10M0.4%2026-Q1
STIFEL FINANCIAL CORP added46,024$9M0.4%2026-Q1
First Bank & Trust45,762$9M0.4%2026-Q1
Mutual Advisors, LLC added45,499$9M0.4%2026-Q1
Mariner, LLC added44,607$9M0.4%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added43,748$9M0.4%2026-Q1
Kestra Advisory Services, LLC added42,536$9M0.4%2026-Q1
Blue Trust, Inc. trimmed41,394$8M0.3%2026-Q1
&PARTNERS added41,142$8M0.3%2026-Q1
Connecticut Wealth Management, LLC41,093$8M0.3%2026-Q1
EHRLICH FINANCIAL GROUP new38,712$8M0.3%2026-Q1
Savant Capital, LLC added38,145$8M0.3%2026-Q1
Cerity Partners LLC added36,141$7M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed35,923$7M0.3%2026-Q1
Stratos Wealth Advisors, LLC added34,502$7M0.3%2026-Q1
FMR LLC added33,901$7M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed32,129$7M0.3%2026-Q1
Strategies Wealth Advisors, LLC added31,392$6M0.3%2026-Q1
TRUIST FINANCIAL CORP trimmed30,989$6M0.3%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added30,561$6M0.3%2026-Q1
Keystone Financial Group added29,976$6M0.3%2026-Q1
Garde Capital, Inc. trimmed28,013$6M0.2%2026-Q1
Fairscale Capital, LLC trimmed27,501$6M0.2%2026-Q1
Ramiah Investment Group added25,895$5M0.2%2026-Q1
Avant Capital LLC added25,721$5M0.2%2026-Q1
BLAIR WILLIAM & CO/IL trimmed24,796$5M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed24,553$5M0.2%2026-Q1
Hoxton Planning & Management, LLC added22,977$5M0.2%2026-Q1
BROWN ADVISORY INC trimmed22,712$5M0.2%2026-Q1
Delta Wealth Advisors LLC added22,482$5M0.2%2026-Q1
Caprock Group, LLC added21,782$4M0.2%2026-Q1
Beacon Pointe Advisors, LLC trimmed21,679$4M0.2%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new20,705$4M0.2%2026-Q1
FIFTH THIRD BANCORP added20,612$4M0.2%2026-Q1
BALANCED WEALTH GROUP LLC trimmed20,078$4M0.2%2026-Q1
Farther Finance Advisors, LLC trimmed19,542$4M0.2%2026-Q1
Janney Montgomery Scott LLC trimmed18,749$4M0.2%2026-Q1
WBH ADVISORY INC trimmed18,627$4M0.2%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed18,335$4M0.2%2026-Q1
Valmark Advisers, Inc. trimmed18,319$4M0.2%2026-Q1
First Bancorp, Inc /ME/ added18,089$4M0.2%2026-Q1
North Star Investment Management Corp. trimmed17,941$4M0.1%2026-Q1
Allworth Financial LP added17,689$4M0.1%2026-Q1
GTS SECURITIES LLC added17,181$4M0.1%2026-Q1
BEACON FINANCIAL PLANNING, INC added17,189$4M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added17,165$3M0.1%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC trimmed16,646$3M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed16,070$3M0.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC added15,829$3M0.1%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added15,819$3M0.1%2026-Q1
AVANTAX ADVISORY SERVICES, INC. added377,023$71M2.9%2025-Q2 stale
Redhawk Wealth Advisors, Inc. added38,856$7M0.3%2025-Q1 stale
Lane & Associates LLC trimmed31,202$6M0.2%2025-Q1 stale
FLAGSHIP WEALTH ADVISORS, LLC added28,046$6M0.2%2025-Q4 stale
Grayhawk Investment Strategies Inc. trimmed27,730$5M0.2%2025-Q1 stale
Family Firm, Inc. trimmed24,571$5M0.2%2025-Q2 stale
COMERICA BANK added20,271$4M0.2%2025-Q4 stale
Centricity Wealth Management, LLC trimmed18,903$4M0.1%2025-Q2 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