Skip to main content
Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

436
Institutional holders
13M
Shares held (tracked funds)

How the tape is positioned

89 tracked funds added or opened VOOV while 43 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 436 tracked filers holding VOOV, 173 increased or opened the position and 183 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 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 12

  • Modern Wealth Management, LLC$22M
  • OneAscent Financial Services LLC$4M
  • PKS Advisory Services, LLC$3M
  • J.W. COLE ADVISORS, INC.$2M
  • Simplicity Wealth,LLC$1M
  • Diversify Advisory Services, LLC$1M

Full exits 18

  • HighTower Advisors, LLC$38M
  • Cambridge Investment Research Advisors, Inc.$17M
  • Betterment LLC$10M
  • Janney Montgomery Scott LLC$4M
  • GTS SECURITIES LLC$4M
  • SIGNET FINANCIAL MANAGEMENT, LLC$3M

Largest adds

  • BANK OF AMERICA CORP /DE/$32M
  • MORGAN STANLEY$25M
  • JPMORGAN CHASE & CO$20M
  • Shakespeare Wealth Management, LLC$19M
  • Sanctuary Advisors, LLC$13M
  • WELLS FARGO & COMPANY/MN$9M

Largest trims

  • PRUDENTIAL FINANCIAL INC$24M
  • LPL Financial LLC$14M
  • RAYMOND JAMES FINANCIAL INC$9M
  • OneDigital Investment Advisors LLC$9M
  • GOLDMAN SACHS GROUP INC$3M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M

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
BANK OF AMERICA CORP /DE/ added1,881,920$413M16.7%2026-Q2
MORGAN STANLEY added1,203,289$264M10.7%2026-Q2
UBS Group AG trimmed631,279$138M5.6%2026-Q2
JPMORGAN CHASE & CO added530,288$116M4.7%2026-Q2
Cetera Investment Advisers added514,718$113M4.6%2026-Q2
LPL Financial LLC trimmed488,679$107M4.3%2026-Q2
AMERIPRISE FINANCIAL INC trimmed367,875$81M3.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed367,536$81M3.3%2026-Q2
Shakespeare Wealth Management, LLC added348,545$76M3.1%2026-Q2
OSAIC HOLDINGS, INC. added306,817$67M2.7%2026-Q2
Corient Private Wealth LP trimmed300,034$66M2.7%2026-Q2
WELLS FARGO & COMPANY/MN added290,756$64M2.6%2026-Q2
Stordahl Capital Management, Inc. added249,707$55M2.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added162,498$36M1.4%2026-Q2
Grant Street Asset Management, Inc. added158,481$35M1.4%2026-Q2
Zhang Financial LLC added124,151$27M1.1%2026-Q2
PETREDIS INVESTMENT ADVISORS LLC trimmed120,521$26M1.1%2026-Q2
Modern Wealth Management, LLC added99,005$22M0.9%2026-Q2
ROYAL BANK OF CANADA trimmed95,833$21M0.9%2026-Q2
MMA ASSET MANAGEMENT LLC added89,033$20M0.8%2026-Q2
Pathstone Holdings, LLC trimmed87,890$19M0.8%2026-Q2
Mesirow Financial Investment Management, Inc. added85,349$19M0.8%2026-Q2
Graves Light Lenhart Wealth, Inc. added79,037$17M0.7%2026-Q2
Merit Financial Group, LLC trimmed76,962$17M0.7%2026-Q2
Savant Capital, LLC added76,729$16M0.7%2026-Q2
Lutz Financial Services LLC trimmed71,734$16M0.6%2026-Q2
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed71,681$16M0.6%2026-Q2
Private Advisor Group, LLC trimmed70,921$16M0.6%2026-Q2
Sanctuary Advisors, LLC added67,789$15M0.6%2026-Q2
Beacon Capital Management, LLC trimmed65,619$14M0.6%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed64,651$14M0.6%2026-Q2
Cascades Capital Asset Management, LLC trimmed64,580$14M0.6%2026-Q2
JONES FINANCIAL COMPANIES LLLP added60,815$13M0.5%2026-Q2
OneDigital Investment Advisors LLC trimmed58,723$13M0.5%2026-Q2
Aspire Growth Partners LLC added58,292$13M0.5%2026-Q2
CONNING INC. trimmed57,210$13M0.5%2026-Q2
Garde Capital, Inc. added54,713$12M0.5%2026-Q2
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added51,736$11M0.5%2026-Q2
Summit Financial, LLC added50,408$11M0.4%2026-Q2
Relyea Zuckerberg Hanson LLC trimmed49,919$11M0.4%2026-Q2
Rockefeller Capital Management L.P. trimmed47,142$10M0.4%2026-Q2
Composition Wealth, LLC trimmed46,170$10M0.4%2026-Q2
EHRLICH FINANCIAL GROUP added45,811$10M0.4%2026-Q2
First Bank & Trust45,762$10M0.4%2026-Q2
STIFEL FINANCIAL CORP trimmed44,578$10M0.4%2026-Q2
CARY STREET PARTNERS FINANCIAL LLC added44,578$10M0.4%2026-Q2
Mariner, LLC trimmed43,980$10M0.4%2026-Q2
MGO ONE SEVEN LLC trimmed43,783$10M0.4%2026-Q2
&PARTNERS added42,907$9M0.4%2026-Q2
Blue Trust, Inc. added41,824$9M0.4%2026-Q2
Cerity Partners LLC added41,751$9M0.4%2026-Q2
Connecticut Wealth Management, LLC trimmed41,084$9M0.4%2026-Q2
Kestra Advisory Services, LLC trimmed40,214$9M0.4%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed37,860$8M0.3%2026-Q2
FMR LLC added36,545$8M0.3%2026-Q2
Mutual Advisors, LLC trimmed35,467$8M0.3%2026-Q2
GOLDMAN SACHS GROUP INC trimmed32,570$7M0.3%2026-Q2
Keystone Financial Group added32,393$7M0.3%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed31,545$7M0.3%2026-Q2
Strategies Wealth Advisors, LLC added31,407$7M0.3%2026-Q2
FLAGSHIP WEALTH ADVISORS, LLC added31,246$7M0.3%2026-Q2
TRUIST FINANCIAL CORP trimmed30,465$7M0.3%2026-Q2
Stratos Wealth Advisors, LLC trimmed29,469$6M0.3%2026-Q2
MML INVESTORS SERVICES, LLC added28,296$6M0.3%2026-Q2
MONETA GROUP INVESTMENT ADVISORS LLC trimmed27,850$6M0.2%2026-Q2
Ramiah Investment Group added27,751$6M0.2%2026-Q2
Fairscale Capital, LLC trimmed27,444$6M0.2%2026-Q2
Hoxton Planning & Management, LLC added26,793$6M0.2%2026-Q2
BLAIR WILLIAM & CO/IL added26,263$6M0.2%2026-Q2
Avant Capital LLC trimmed25,452$6M0.2%2026-Q2
Delta Wealth Advisors LLC added22,846$5M0.2%2026-Q2
BROWN ADVISORY INC22,712$5M0.2%2026-Q2
Caprock Group, LLC added21,862$5M0.2%2026-Q2
FIFTH THIRD BANCORP trimmed20,411$4M0.2%2026-Q2
BALANCED WEALTH GROUP LLC added20,118$4M0.2%2026-Q2
Midwest Financial Network, LLC trimmed19,884$4M0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed19,872$4M0.2%2026-Q2
Farther Finance Advisors, LLC trimmed19,327$4M0.2%2026-Q2
OneAscent Financial Services LLC new19,137$4M0.2%2026-Q2
Beacon Pointe Advisors, LLC trimmed18,774$4M0.2%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH trimmed18,090$4M0.2%2026-Q2
First Bancorp, Inc /ME/ trimmed18,086$4M0.2%2026-Q2
Valmark Advisers, Inc. trimmed18,059$4M0.2%2026-Q2
BEACON FINANCIAL PLANNING, INC added17,824$4M0.2%2026-Q2
WBH ADVISORY INC trimmed17,708$4M0.2%2026-Q2
Allworth Financial LP trimmed17,320$4M0.2%2026-Q2
IAMS WEALTH MANAGEMENT, LLC added17,063$4M0.2%2026-Q2
North Star Investment Management Corp. trimmed16,499$4M0.1%2026-Q2
FLAGSHIP HARBOR ADVISORS, LLC added16,257$4M0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed15,798$3M0.1%2026-Q2
ENCOMPASS WEALTH ADVISORS, LLC trimmed15,581$3M0.1%2026-Q2
INSIGHT 2811, INC. added14,831$3M0.1%2026-Q2
Constellation Investments, Inc.14,000$3M0.1%2026-Q2
KINTRA WEALTH, LLC added13,558$3M0.1%2026-Q2
Baird Financial Group, Inc. added13,330$3M0.1%2026-Q2
Fifth Third Securities, Inc. added13,264$3M0.1%2026-Q2
HFG Advisors, Inc. trimmed13,110$3M0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS added12,571$3M0.1%2026-Q2
MAI Capital Management added12,555$3M0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added12,553$3M0.1%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