Institutional Ownership Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG). We have compiled data on the 537 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,462,992
shares
|
$884 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
717,543
shares
|
$258 Million
0.02% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
635,780
shares
|
$228 Million
7.92% of portfolio
|
Q3 2022
Added 152.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
629,791
shares
|
$226 Million
0.02% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
542,818
shares
|
$195 Million
0.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
492,892
shares
|
$177 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
398,016
shares
|
$143 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
268,280
shares
|
$96.3 Million
0.13% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
257,244
shares
|
$92.4 Million
0.03% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
168,311
shares
|
$60.4 Million
13.96% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
155,279
shares
|
$55.7 Million
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
154,505
shares
|
$55.5 Million
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
134,845
shares
|
$48.4 Million
1.34% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
134,287
shares
|
$48.2 Million
0.11% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
127,362
shares
|
$45.7 Million
2.0% of portfolio
|
Q2 2022
Reduced 0.65%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
118,427
shares
|
$42.5 Million
6.27% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
113,861
shares
|
$40.9 Million
1.9% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
106,435
shares
|
$38.2 Million
0.94% of portfolio
|
Q4 2023
Added 1.86%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
103,678
shares
|
$37.2 Million
9.44% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
102,000
shares
|
$36.6 Million
0.08% of portfolio
|
Q3 2024
Added 529.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
96,774
shares
|
$34.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
89,110
shares
|
$32 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
89,038
shares
|
$32 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
86,361
shares
|
$31 Million
11.04% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,905
shares
|
$30.5 Million
0.04% of portfolio
|
Q3 2024
Added 7.1%
|