DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD ADMIRAL FDS INC (VOOG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
761
Reporting holders
$6.3B
Reported value
0.4%
Calls
0.2%
Puts
+70
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $1.1B | 13,235,446 | 0.06% | 31q | +1.4%+$15.1M |
| MORGAN STANLEY | $432.7M | 5,236,837 | 0.02% | 35q | -2.0%-$8.7M |
| BANK OF AMERICA CORP /DE/ | $383.6M | 4,643,540 | 0.02% | 31q | +18.0%+$58.5M |
| UBS Group AG | $310.1M | 3,753,568 | 0.04% | 31q | +0.5%+$1.6M |
| LPL Financial LLC | $272.6M incl. $322.2K options PUT | 3,295,310 | 0.06% | 31q | -4.2%-$12.1M |
| ENVESTNET ASSET MANAGEMENT INC | $214.3M | 2,593,425 | 0.05% | 31q | +7.3%+$14.7M |
| AMERIPRISE FINANCIAL INC | $156.3M | 1,888,763 | 0.03% | 31q | +0.6%+$1.0M |
| TD PRIVATE CLIENT WEALTH LLC | $141.7M | 1,715,087 | 2.60% | 23q | +7.1%+$9.4M |
| WELLS FARGO & COMPANY/MN | $134.9M | 1,632,640 | 0.02% | 31q | +43.8%+$41.1M |
| RAYMOND JAMES FINANCIAL INC | $119.5M | 1,446,481 | 0.03% | 7q | +3.0%+$3.5M |
| OSAIC HOLDINGS, INC. | $97.1M | 1,174,283 | 0.11% | 26q | +4.6%+$4.3M |
| Corient Private Wealth LP | $89.3M | 1,080,873 | 0.12% | 15q | -15.6%-$16.5M |
| Arista Wealth Management, LLC | $87.1M | 1,054,603 | 9.40% | 12q | -2.3%-$2.1M |
| Joel Isaacson & Co., LLC | $75.1M | 908,664 | 2.17% | 25q | +1.2%+$902.7K |
| Cambridge Investment Research Advisors, Inc. | $74.6M | 903,345 | 0.08% | 31q | +92.2%+$35.8M |
| Focus Partners Wealth | $73.1M | 884,646 | 0.07% | 11q | -17.8%-$15.8M |
| Equitable Holdings, Inc. | $72.4M | 876,607 | 0.43% | 27q | +24.2%+$14.1M |
| Shakespeare Wealth Management, LLC | $69.3M | 839,154 | 18.36% | 13q | +30.3%+$16.1M |
| Private Advisor Group, LLC | $68.8M | 832,385 | 0.31% | 31q | +84.7%+$31.5M |
| Cerity Partners LLC | $58.8M | 711,922 | 0.07% | 14q | +2.4%+$1.4M |
| Mariner, LLC | $51.3M | 620,540 | 0.05% | 16q | -37.9%-$31.3M |
| PETREDIS INVESTMENT ADVISORS LLC | $46.6M | 564,186 | 3.14% | 15q | +0.5%+$254.8K |
| HighTower Advisors, LLC | $46.5M | 562,721 | 0.04% | 22q | +1.1%+$497.1K |
| Essex Financial Services, Inc. | $44.2M | 534,985 | 2.20% | 31q | HELD |
| Principle Wealth Partners LLC | $42.6M | 515,413 | 2.10% | 31q | +36.7%+$11.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.7M | 492,640 | 0.02% | 31q | +52.1%+$13.9M |
| Cetera Investment Advisers | $37.9M | 458,376 | 0.03% | 30q | +3.4%+$1.2M |
| Apella Capital, LLC | $36.4M | 445,787 | 0.51% | 5q | -6.1%-$2.4M |
| ROYAL BANK OF CANADA | $36.3M | 439,091 | 0.01% | 31q | -0.5%-$197.9K |
| JONES FINANCIAL COMPANIES LLLP | $36.3M | 455,097 | 0.01% | 10q | +18.7%+$5.7M |
| Wheelhouse Advisory Group LLC | $31.7M | 383,497 | 8.94% | 11q | +2.0%+$633.1K |
| Kropog Financial Group, LLC | $31.0M | 374,994 | 21.83% | 7q | +1.1%+$344.0K |
| Merit Financial Group, LLC | $30.5M | 369,250 | 0.19% | 18q | -2.0%-$633.2K |
| Connecticut Wealth Management, LLC | $30.2M | 365,063 | 1.12% | 6q | -0.5%-$161.7K |
| Kestra Advisory Services, LLC | $30.0M | 363,150 | 0.10% | 24q | +11.6%+$3.1M |
| Cornerstone Advisory, LLC | $29.6M | 358,268 | 2.46% | 31q | -0.9%-$257.6K |
| Modern Wealth Management, LLC | $28.7M | 347,334 | 0.34% | 7q | +1656.9%+$27.1M |
| Janney Montgomery Scott LLC | $26.1M | 315,822 | 0.05% | 31q | HELD |
| Steffes Financial, Ltd. | $26.1M | 315,325 | 11.25% | 3q | +2.2%+$566.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $25.7M | 310,959 | 0.03% | 31q | -1.3%-$337.3K |
| TRUIST FINANCIAL CORP | $25.4M | 307,148 | 0.03% | 27q | +1.0%+$247.5K |
| Quantinno Capital Management LP | $24.8M | 299,972 | 0.03% | 8q | +3.9%+$940.1K |
| Cerro Pacific Wealth Advisors LLC | $23.8M | 287,480 | 5.37% | 14q | +5.6%+$1.3M |
| MML INVESTORS SERVICES, LLC | $23.5M | 284,264 | 0.05% | 31q | +23.2%+$4.4M |
| Curry Webb Wealth Management LLC | $23.4M | 283,598 | 9.70% | 3q | +1.7%+$402.2K |
| FMR LLC | $23.4M | 282,925 | 0.00% | 31q | +6.8%+$1.5M |
| Composition Wealth, LLC | $22.8M | 275,764 | 0.27% | 27q | HELD |
| Sanctuary Advisors, LLC | $22.8M | 275,423 | 0.11% | 9q | +195.9%+$15.1M |
| Rockefeller Capital Management L.P. | $22.7M | 275,067 | 0.03% | 30q | +34.7%+$5.9M |
| ArchPoint Investors | $22.5M | 272,490 | 4.76% | 10q | HELD |
| Gotham Asset Management, LLC | $22.3M | 270,459 | 0.05% | 8q | +3.2%+$683.4K |
| AQR CAPITAL MANAGEMENT LLC | $21.6M | 261,936 | 0.01% | 6q | +29.5%+$4.9M |
| Graves Light Lenhart Wealth, Inc. | $21.4M | 258,813 | 2.00% | 17q | +14.7%+$2.7M |
| Stordahl Capital Management, Inc. | $20.7M | 249,986 | 3.78% | 31q | -1.8%-$376.1K |
| FIL Ltd | $20.0M | 241,531 | 0.01% | 3q | -34.4%-$10.5M |
| Keystone Financial Services, LLC | $19.4M | 235,173 | 11.67% | 7q | -2.6%-$523.7K |
| Savant Capital, LLC | $19.3M | 150,864 | 0.06% | 12q | +18.5%+$3.0M |
| Summit Financial, LLC | $19.1M | 231,192 | 0.21% | 4q | -2.9%-$563.6K |
| Larson Financial Group LLC | $19.0M | 229,992 | 0.50% | 15q | -2.1%-$407.5K |
| CITADEL ADVISORS LLC | $18.2M incl. $17.9M options CALL+PUT | 4,367 | 0.00% | 24q | HELD |
| ENTRUST FINANCIAL LLC | $18.1M | 218,895 | 11.73% | 3q | -1.6%-$301.6K |
| Betterment LLC | $16.9M | 204,219 | 0.03% | 31q | +1.9%+$318.0K |
| Concurrent Investment Advisors, LLC | $16.8M | 202,832 | 0.14% | 10q | +22.7%+$3.1M |
| CONNING INC. | $16.7M | 202,438 | 0.50% | 5q | -5.4%-$947.0K |
| Atria Investments, Inc | $16.5M | 200,080 | 0.17% | 19q | +11.4%+$1.7M |
| GOLDMAN SACHS GROUP INC | $16.5M | 199,789 | 0.00% | 25q | +261.3%+$11.9M |
| US BANCORP \DE\ | $15.5M | 187,546 | 0.02% | 31q | HELD |
| RFG Holdings, Inc. | $15.2M | 183,490 | 3.18% | 10q | +3.1%+$459.4K |
| Fifth Third Securities, Inc. | $15.1M | 182,671 | 0.86% | 17q | -5.3%-$841.2K |
| J.W. COLE ADVISORS, INC. | $15.0M | 181,189 | 0.26% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.9M | 179,038 | 0.02% | 12q | -1.3%-$198.6K |
| Mutual Advisors, LLC | $14.8M | 178,969 | 0.28% | 26q | +15.0%+$1.9M |
| Relyea Zuckerberg Hanson LLC | $14.4M | 173,917 | 1.20% | 26q | -0.5%-$78.7K |
| Caprock Group, LLC | $13.3M | 160,980 | 0.25% | 30q | -0.9%-$122.9K |
| STIFEL FINANCIAL CORP | $12.0M | 145,230 | 0.01% | 31q | +7.9%+$881.4K |
| Creative Planning | $11.6M | 139,803 | 0.01% | 31q | +6.5%+$708.6K |
| Wealthspire Advisors, LLC | $11.0M | 132,676 | 0.06% | 19q | +171.4%+$6.9M |
| Magnus Financial Group LLC | $10.6M | 128,749 | 0.75% | 26q | -2.0%-$216.1K |
| COMPASS CAPITAL CORP /MA/ /ADV | $10.2M | 119,406 | 3.33% | 7q | -83.6%-$52.0M |
| Strategies Wealth Advisors, LLC | $10.1M | 122,642 | 0.91% | 18q | -3.8%-$398.4K |
| CITIZENS FINANCIAL GROUP INC/RI | $9.9M | 119,599 | 0.12% | 9q | -1.9%-$194.2K |
| Cooper Financial Group | $9.8M | 118,652 | 0.81% | 17q | HELD |
| Jump Financial, LLC | $9.8M | 118,044 | 0.08% | new | NEW |
| COZAD ASSET MANAGEMENT INC | $9.4M | 113,340 | 0.60% | 25q | -7.1%-$718.8K |
| PARK AVENUE SECURITIES LLC | $8.9M | 108,152 | 0.06% | 25q | -6.2%-$591.8K |
| ALLIANCEBERNSTEIN L.P. | $8.8M | 21,521 | 0.00% | 4q | +227.6%+$6.1M |
| MGO ONE SEVEN LLC | $8.8M | 106,156 | 0.14% | 19q | +29.5%+$2.0M |
| EHRLICH FINANCIAL GROUP | $8.7M | 105,549 | 4.49% | 2q | +3.1%+$263.5K |
| Belvedere Trading LLC | $8.7M CALL+PUT | options only | 0.01% | 15q | OPTIONS |
| Keystone Financial Group | $8.6M | 104,576 | 0.51% | 8q | +4.0%+$335.3K |
| Zhang Financial LLC | $8.6M | 104,229 | 0.25% | 13q | +78.3%+$3.8M |
| JANE STREET GROUP, LLC | $8.6M CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| KEYBANK NATIONAL ASSOCIATION/OH | $8.5M | 103,078 | 0.03% | 31q | +4.6%+$371.6K |
| NewEdge Advisors, LLC | $8.3M | 100,203 | 0.02% | 31q | +1.6%+$128.1K |
| &PARTNERS | $8.0M | 96,676 | 0.03% | 8q | +22.3%+$1.5M |
| HUNTINGTON NATIONAL BANK | $7.9M | 95,672 | 0.04% | 31q | -1.8%-$145.1K |
| OneDigital Investment Advisors LLC | $7.5M | 90,185 | 0.06% | 30q | +0.7%+$55.4K |
| Brookstone Capital Management | $7.4M | 90,047 | 0.07% | 21q | +2.1%+$149.6K |
| Elevation Capital Advisory, LLC | $7.3M | 88,695 | 2.83% | new | NEW |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $7.3M | 87,873 | 0.49% | 15q | HELD |
Showing the largest 100 of 761 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 299 | $1.0B | 12,112,657 | 21 | 82 | 68 | 0.0% |
| Q2 2026 | 761 | $6.3B | 75,326,913 | 114 | 225 | 184 | 0.6% |
| Q1 2026 | 691 | $4.9B | 12,266,619 | 61 | 209 | 174 | 0.7% |
| Q4 2025 | 708 | $5.5B | 12,477,286 | 74 | 196 | 176 | 0.5% |
| Q3 2025 | 642 | $5.9B | 13,707,106 | 68 | 212 | 120 | 0.4% |
| Q2 2025 | 619 | $4.6B | 13,107,052 | 92 | 191 | 125 | 0.3% |
| Q1 2025 | 573 | $3.6B | 10,639,531 | 59 | 182 | 128 | 0.3% |
| Q4 2024 | 581 | $4.2B | 11,422,890 | 62 | 156 | 120 | 0.2% |
| Q3 2024 | 509 | $4.6B | 13,320,575 | 58 | 128 | 124 | 0.4% |
| Q2 2024 | 479 | $4.5B | 13,609,199 | 65 | 134 | 110 | 0.2% |
| Q1 2024 | 442 | $4.4B | 14,337,448 | 66 | 112 | 105 | 0.3% |
| Q4 2023 | 409 | $3.8B | 13,985,177 | 39 | 104 | 119 | 0.1% |
| Q3 2023 | 371 | $2.4B | 10,030,408 | 29 | 89 | 99 | 0.2% |
| Q2 2023 | 367 | $2.5B | 9,923,341 | 26 | 80 | 105 | 0.2% |
| Q1 2023 | 353 | $2.2B | 9,787,915 | 39 | 80 | 101 | 0.3% |
| Q4 2022 | 350 | $2.3B | 10,826,884 | 44 | 99 | 101 | 0.1% |
| Q3 2022 | 318 | $3.8B | 18,251,540 | 28 | 92 | 75 | 0.1% |
| Q2 2022 | 313 | $9.0B | 41,549,877 | 36 | 81 | 92 | 0.0% |
| Q1 2022 | 327 | $12.4B | 45,221,103 | 30 | 95 | 86 | 0.1% |
| Q4 2021 | 340 | $12.4B | 41,212,678 | 52 | 92 | 63 | 0.1% |
| Q3 2021 | 286 | $4.5B | 16,808,448 | 38 | 81 | 58 | 0.1% |
| Q2 2021 | 260 | $4.3B | 16,290,956 | 29 | 61 | 75 | 0.0% |
| Q1 2021 | 247 | $4.0B | 17,176,706 | 18 | 58 | 78 | 0.0% |
| Q4 2020 | 251 | $3.4B | 14,895,580 | 36 | 56 | 67 | 0.0% |
| Q3 2020 | 223 | $3.2B | 15,449,465 | 30 | 63 | 61 | 0.0% |
| Q2 2020 | 211 | $2.3B | 12,547,111 | 41 | 48 | 60 | 0.0% |
| Q1 2020 | 186 | $2.5B | 16,864,562 | 21 | 64 | 52 | 0.0% |
| Q4 2019 | 190 | $3.1B | 17,833,119 | 23 | 57 | 44 | 0.0% |
| Q3 2019 | 165 | $1.1B | 6,504,600 | 9 | 45 | 48 | 0.0% |
| Q2 2019 | 165 | $1.0B | 6,356,686 | 12 | 45 | 43 | 0.0% |
| Q1 2019 | 164 | $838.4M | 5,423,965 | 18 | 48 | 38 | 0.0% |
| Q4 2018 | 154 | $717.4M | 5,323,021 | 2 | 4 | 3 | 0.0% |