VOOG Institutional Ownership
Vanguard S&P 500 Growth ETF
1W: +0.4%
1M: +3.6%
3M: +4.9%
YTD: -80.6%
1Y: -80.2%
3Y: -64.4%
5Y: -68.0%
$86.50
+0.81 (+0.95%)
Weekly Expected Move ±1.8%
$83
$85
$86
$88
$90
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Institutional Ownership — VOOG
798
Institutional Holders
+33 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
122
New Positions
619
Increased
50
Reduced
40
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (857 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 13,235,446 | 1.1B | +11,060,519 | +508.5% | 39Q | SEC ↗ |
| 2 | MORGAN STANLEY | 5,236,837 | $453M | +4,346,437 | +488.1% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 4,643,540 | $402M | +3,987,647 | +608.0% | 15Q | SEC ↗ |
| 4 | UBS Group AG | 3,753,568 | $325M | +3,131,264 | +503.2% | 47Q | SEC ↗ |
| 5 | LPL Financial LLC | 3,295,310 | $285M | +2,721,795 | +474.6% | 60Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 2,593,425 | $224M | +2,190,751 | +544.1% | 32Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 1,888,763 | $163M | +1,576,001 | +503.9% | 16Q | SEC ↗ |
| 8 | TD PRIVATE CLIENT WEALTH LLC | 1,715,087 | $148M | +1,448,110 | +542.4% | 23Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 1,632,640 | $141M | +1,443,353 | +762.5% | 64Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 1,446,481 | $125M | +1,212,452 | +518.1% | 7Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 1,174,283 | $102M | +987,242 | +527.8% | 26Q | SEC ↗ |
| 12 | Corient Private Wealth LP | 1,080,873 | $93M | +867,521 | +406.6% | 15Q | SEC ↗ |
| 13 | Arista Wealth Management, LLC | 1,054,603 | $91M | +874,638 | +486.0% | 12Q | SEC ↗ |
| 14 | Joel Isaacson & Co., LLC | 908,664 | $79M | +759,041 | +507.3% | 25Q | SEC ↗ |
| 15 | Focus Partners Wealth | 884,646 | $77M | +705,303 | +393.3% | 11Q | SEC ↗ |
| 16 | Equitable Holdings, Inc. | 876,607 | $76M | +759,005 | +645.4% | 27Q | SEC ↗ |
| 17 | Shakespeare Wealth Management, LLC | 839,154 | $73M | +731,832 | +681.9% | 13Q | SEC ↗ |
| 18 | Private Advisor Group, LLC | 832,385 | $72M | +757,257 | +1008.0% | 51Q | SEC ↗ |
| 19 | Cerity Partners LLC | 711,922 | $62M | +596,008 | +514.2% | 14Q | SEC ↗ |
| 20 | Mariner, LLC | 620,540 | $54M | +453,890 | +272.4% | 16Q | SEC ↗ |
| 21 | PETREDIS INVESTMENT ADVISORS LLC | 564,186 | $49M | +470,669 | +503.3% | 15Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 562,721 | $49M | +469,937 | +506.5% | 22Q | SEC ↗ |
| 23 | Essex Financial Services, Inc. | 534,985 | $46M | +445,428 | +497.4% | 47Q | SEC ↗ |
| 24 | Principle Wealth Partners LLC | 515,413 | $45M | +452,568 | +720.1% | 31Q | SEC ↗ |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 492,640 | $43M | +438,668 | +812.8% | 39Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 458,376 | $40M | +384,476 | +520.3% | 30Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 455,097 | $39M | +391,220 | +612.5% | 10Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 451,874 | $39M | +373,527 | +476.8% | 53Q | SEC ↗ |
| 29 | Apella Capital, LLC | 445,787 | $39M | +366,632 | +463.2% | 5Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 439,091 | $38M | +365,510 | +496.7% | 58Q | SEC ↗ |
| 31 | Wheelhouse Advisory Group LLC | 383,497 | $33M | +320,858 | +512.2% | 11Q | SEC ↗ |
| 32 | Kropog Financial Group, LLC | 374,994 | $32M | +313,189 | +506.7% | 7Q | SEC ↗ |
| 33 | Merit Financial Group, LLC | 369,250 | $32M | +306,431 | +487.8% | 18Q | SEC ↗ |
| 34 | Connecticut Wealth Management, LLC | 365,063 | $32M | +303,893 | +496.8% | 6Q | SEC ↗ |
| 35 | Kestra Advisory Services, LLC | 363,150 | $31M | +308,922 | +569.7% | 24Q | SEC ↗ |
| 36 | Cornerstone Advisory, LLC | 358,268 | $31M | +298,037 | +494.8% | 38Q | SEC ↗ |
| 37 | Modern Wealth Management, LLC | 347,334 | $30M | +344,039 | +10441.2% | 7Q | SEC ↗ |
| 38 | Janney Montgomery Scott LLC | 315,822 | $27M | +263,335 | +501.7% | 41Q | SEC ↗ |
| 39 | Steffes Financial, Ltd. | 315,325 | $27M | +263,913 | +513.3% | 3Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 310,959 | $27M | +258,452 | +492.2% | 35Q | SEC ↗ |
| 41 | TRUIST FINANCIAL CORP | 307,148 | $27M | +256,456 | +505.9% | 27Q | SEC ↗ |
| 42 | Quantinno Capital Management LP | 299,972 | $26M | +251,873 | +523.7% | 8Q | SEC ↗ |
| 43 | Cerro Pacific Wealth Advisors LLC | 287,480 | $25M | +242,104 | +533.6% | 9Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 284,264 | $25M | +245,799 | +639.0% | 38Q | SEC ↗ |
| 45 | Curry Webb Wealth Management LLC | 283,598 | $25M | +237,143 | +510.5% | 3Q | SEC ↗ |
| 46 | FMR LLC | 282,925 | $24M | +238,790 | +541.0% | 32Q | SEC ↗ |
| 47 | Composition Wealth, LLC | 275,764 | $24M | +229,725 | +499.0% | 27Q | SEC ↗ |
| 48 | Sanctuary Advisors, LLC | 275,423 | $24M | +259,908 | +1675.2% | 9Q | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 275,067 | $24M | +241,033 | +708.2% | 30Q | SEC ↗ |
| 50 | ArchPoint Investors | 272,490 | $24M | +227,075 | +500.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 181,189 | $16M |
| Jump Financial, LLC | 118,044 | $10M |
| Ethos Financial Group, LLC | 92,740 | $8M |
| Elevation Capital Advisory, LLC | 88,695 | $8M |
| Diversify Advisory Services, LLC | 47,159 | $4M |
| PKS Advisory Services, LLC | 45,289 | $4M |
| RETIREMENT CAPITAL STRATEGIES | 37,686 | $3M |
| NATIXIS ADVISORS, LLC | 35,841 | $3M |
| Lebenthal Global Advisors, LLC | 35,240 | $3M |
| Financial Engines Advisors L.L.C. | 24,575 | $2M |
| Planning Project LLC | 22,163 | $2M |
| J. M. Brown & Associates Inc. | 21,637 | $2M |
| Kroeger Financial Partners | 18,981 | $2M |
| Global Retirement Partners, LLC | 17,573 | $2M |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 16,321 | $1M |
| BEAM WEALTH ADVISORS, INC. | 16,124 | $1M |
| D. E. Shaw & Co., Inc. | 13,821 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 13,613 | $1M |
| Lansing Street Advisors | 12,242 | $1M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 11,856 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PRUDENTIAL FINANCIAL INC | 31,610 | $3M |
| AA Financial Advisors, LLC | 20,272 | $2M |
| M3 Wealth Management, LLC | 11,619 | $1M |
| GTS SECURITIES LLC | 10,054 | $870K |
| XTX Topco Ltd | 9,567 | $828K |
| Robertson Stephens Wealth Managemen | 7,884 | $682K |
| COMMONS CAPITAL, LLC | 7,239 | $626K |
| EVOKE WEALTH, LLC | 5,243 | $454K |
| Austin Wealth Management, LLC | 4,019 | $348K |
| Envestnet Portfolio Solutions, Inc. | 3,459 | $299K |
| Belpointe Asset Management LLC | 2,608 | $226K |
| Insight Advisors, LLC/ PA | 2,467 | $213K |
| Optiver Holding B.V. | 1,887 | $163K |
| Activest Wealth Management | 1,800 | $156K |
| Fortis Capital Advisors, LLC | 1,733 | $150K |
| Empowered Funds, LLC | 1,678 | $145K |
| CHILDRESS CAPITAL ADVISORS, LLC | 1,484 | $128K |
| ABLE Financial Group, LLC | 1,480 | $128K |
| Tradewinds, LLC. | 1,423 | $123K |
| TIAA TRUST, NATIONAL ASSOCIATION | 1,348 | $117K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +11,060,519 | +508.5% | 13,235,446 |
| MORGAN STANLEY | +4,346,437 | +488.1% | 5,236,837 |
| BANK OF AMERICA CORP /DE | +3,987,647 | +608.0% | 4,643,540 |
| UBS Group AG | +3,131,264 | +503.2% | 3,753,568 |
| LPL Financial LLC | +2,721,795 | +474.6% | 3,295,310 |
| ENVESTNET ASSET MANAGEMENT INC | +2,190,751 | +544.1% | 2,593,425 |
| AMERIPRISE FINANCIAL INC | +1,576,001 | +503.9% | 1,888,763 |
| TD PRIVATE CLIENT WEALTH LLC | +1,448,110 | +542.4% | 1,715,087 |
| WELLS FARGO & COMPANY/MN | +1,443,353 | +762.5% | 1,632,640 |
| RAYMOND JAMES FINANCIAL INC | +1,212,452 | +518.1% | 1,446,481 |
| OSAIC HOLDINGS, INC. | +987,242 | +527.8% | 1,174,283 |
| Arista Wealth Management, LLC | +874,638 | +486.0% | 1,054,603 |
| Corient Private Wealth LP | +867,521 | +406.6% | 1,080,873 |
| Joel Isaacson & Co., LLC | +759,041 | +507.3% | 908,664 |
| Equitable Holdings, Inc. | +759,005 | +645.4% | 876,607 |
| Private Advisor Group, LLC | +757,257 | +1008.0% | 832,385 |
| Shakespeare Wealth Management, LLC | +731,832 | +681.9% | 839,154 |
| Focus Partners Wealth | +705,303 | +393.3% | 884,646 |
| Cerity Partners LLC | +596,008 | +514.2% | 711,922 |
| PETREDIS INVESTMENT ADVISORS LLC | +470,669 | +503.3% | 564,186 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -165,740 | -72.1% | 64,080 |
| TUDOR INVESTMENT CORP ET AL | -5,211 | -57.9% | 3,793 |
| UBS AM, a distinct business unit of | -1,868 | -53.3% | 1,637 |
| COMPASS CAPITAL CORP /MA/ /ADV | -1,749 | -1.4% | 119,406 |
| MONETA GROUP INVESTMENT ADVISORS LL | -1,314 | -3.1% | 41,317 |
| GM Advisory Group, LLC | -914 | -6.5% | 13,152 |
| SIGNET FINANCIAL MANAGEMENT, LLC | -682 | -5.0% | 12,929 |
| BCM ADVISORS, LLC | -660 | -13.4% | 4,254 |
| Richwood Investment Advisors, LLC | -432 | -9.7% | 4,044 |
| VESTOR CAPITAL, LLC | -420 | -71.8% | 165 |
| BNP PARIBAS FINANCIAL MARKETS | -128 | -82.1% | 28 |
| Jaffetilchin Investment Partners, L | -38 | -5.0% | 724 |
| Northeast Financial Group, Inc. | -14 | -1.8% | 784 |
| U.S. Capital Wealth Advisors, LLC | -10 | -1.9% | 521 |
| Bullock Wealth Management Group | -2 | -5.3% | 36 |