DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD ADMIRAL FDS INC (VOOV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
458
Reporting holders
$2.8B
Reported value
0.3%
Calls
0.0%
Puts
+18
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $412.5M | 1,881,920 | 0.03% | 31q | +0.8%+$3.5M |
| MORGAN STANLEY | $263.8M | 1,203,289 | 0.01% | 35q | +2.6%+$6.7M |
| UBS Group AG | $138.4M | 631,279 | 0.02% | 31q | -7.4%-$11.0M |
| JPMORGAN CHASE & CO | $116.2M | 530,288 | 0.01% | 31q | +10.1%+$10.7M |
| Cetera Investment Advisers | $112.8M | 514,718 | 0.10% | 22q | HELD |
| LPL Financial LLC | $107.6M incl. $504.2K options PUT | 488,679 | 0.02% | 31q | -17.6%-$23.0M |
| AMERIPRISE FINANCIAL INC | $80.6M | 367,875 | 0.02% | 31q | -1.8%-$1.5M |
| RAYMOND JAMES FINANCIAL INC | $80.6M | 367,536 | 0.02% | 7q | -16.1%-$15.5M |
| Shakespeare Wealth Management, LLC | $76.4M | 348,545 | 20.23% | 26q | +23.6%+$14.6M |
| OSAIC HOLDINGS, INC. | $67.4M | 306,817 | 0.08% | 26q | +2.3%+$1.5M |
| Corient Private Wealth LP | $65.2M | 297,405 | 0.09% | 15q | -2.6%-$1.7M |
| WELLS FARGO & COMPANY/MN | $63.7M | 290,756 | 0.01% | 31q | +7.5%+$4.5M |
| Stordahl Capital Management, Inc. | $54.7M | 249,707 | 10.03% | 31q | +1.7%+$939.5K |
| Cambridge Investment Research Advisors, Inc. | $41.9M | 191,215 | 0.05% | 31q | +128.1%+$23.5M |
| HighTower Advisors, LLC | $40.1M | 182,867 | 0.04% | 22q | -2.5%-$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $35.6M | 162,498 | 0.01% | 31q | HELD |
| Grant Street Asset Management, Inc. | $34.7M | 158,481 | 5.69% | 17q | +3.9%+$1.3M |
| Zhang Financial LLC | $27.2M | 124,151 | 0.79% | 12q | +15.1%+$3.6M |
| PETREDIS INVESTMENT ADVISORS LLC | $26.4M | 120,521 | 1.78% | 15q | -1.6%-$422.9K |
| Modern Wealth Management, LLC | $21.7M | 99,005 | 0.26% | new | NEW |
| ROYAL BANK OF CANADA | $21.0M | 95,833 | 0.00% | 31q | -9.7%-$2.2M |
| MMA ASSET MANAGEMENT LLC | $19.5M | 89,033 | 6.21% | 2q | +3.6%+$685.0K |
| Pathstone Holdings, LLC | $19.3M | 87,890 | 0.06% | 11q | -10.6%-$2.3M |
| Mesirow Financial Investment Management, Inc. | $18.7M | 85,349 | 0.29% | 11q | +2.1%+$377.7K |
| Graves Light Lenhart Wealth, Inc. | $17.3M | 79,037 | 1.62% | 23q | +12.3%+$1.9M |
| Merit Financial Group, LLC | $16.9M | 76,962 | 0.10% | 18q | HELD |
| Savant Capital, LLC | $16.2M | 76,729 | 0.05% | 14q | +101.2%+$8.2M |
| Lutz Financial Services LLC | $15.7M | 71,734 | 0.96% | 31q | -0.8%-$123.0K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $15.7M | 71,681 | 1.15% | 31q | -14.5%-$2.7M |
| Private Advisor Group, LLC | $15.5M | 70,921 | 0.07% | 31q | -20.5%-$4.0M |
| Sanctuary Advisors, LLC | $14.9M | 67,789 | 0.07% | 6q | +778.0%+$13.2M |
| Beacon Capital Management, LLC | $14.4M | 65,619 | 2.11% | 18q | -7.7%-$1.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.2M | 64,651 | 0.01% | 31q | -4.2%-$626.9K |
| Cascades Capital Asset Management, LLC | $14.2M | 64,580 | 5.24% | 8q | -1.5%-$218.3K |
| JONES FINANCIAL COMPANIES LLLP | $13.3M | 60,815 | 0.01% | 9q | +19.6%+$2.2M |
| OneDigital Investment Advisors LLC | $12.9M | 58,723 | 0.11% | 19q | -44.2%-$10.2M |
| Aspire Growth Partners LLC | $12.8M | 58,292 | 7.42% | 7q | +7.2%+$856.2K |
| CONNING INC. | $12.5M | 57,210 | 0.38% | 5q | -5.4%-$716.2K |
| Garde Capital, Inc. | $12.0M | 54,713 | 0.54% | 11q | +95.3%+$5.9M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $11.3M | 51,736 | 0.15% | 2q | +149.9%+$6.8M |
| Summit Financial, LLC | $11.0M | 50,408 | 0.12% | 4q | HELD |
| Relyea Zuckerberg Hanson LLC | $10.9M | 49,919 | 0.91% | 26q | -0.6%-$60.9K |
| Betterment LLC | $10.8M | 49,352 | 0.02% | 31q | -2.6%-$283.9K |
| Rockefeller Capital Management L.P. | $10.3M | 47,142 | 0.02% | 30q | -4.0%-$426.8K |
| Lotus Asset Management LLC | $10.2M | 46,932 | 8.99% | new | FIRST |
| Composition Wealth, LLC | $10.1M | 46,170 | 0.12% | 24q | -1.7%-$172.7K |
| EHRLICH FINANCIAL GROUP | $10.0M | 45,811 | 5.17% | 2q | +18.3%+$1.6M |
| First Bank & Trust | $10.0M | 45,762 | 1.48% | 25q | HELD |
| STIFEL FINANCIAL CORP | $9.8M | 44,578 | 0.01% | 31q | -3.1%-$317.0K |
| CARY STREET PARTNERS FINANCIAL LLC | $9.8M | 44,578 | 0.21% | 7q | +1.9%+$181.9K |
| Mariner, LLC | $9.6M | 43,980 | 0.01% | 19q | -1.4%-$137.4K |
| MGO ONE SEVEN LLC | $9.6M | 43,783 | 0.16% | 16q | -20.3%-$2.4M |
| &PARTNERS | $9.4M | 42,907 | 0.04% | 9q | +4.3%+$386.9K |
| Cerity Partners LLC | $9.2M | 41,751 | 0.01% | 15q | +15.5%+$1.2M |
| Blue Trust, Inc. | $9.2M | 41,824 | 0.10% | 16q | +1.0%+$94.3K |
| Connecticut Wealth Management, LLC | $9.0M | 41,084 | 0.33% | 21q | HELD |
| Kestra Advisory Services, LLC | $8.8M | 40,214 | 0.03% | 18q | -5.5%-$509.0K |
| PRUDENTIAL FINANCIAL INC | $8.3M | 37,860 | 0.01% | 5q | -76.3%-$26.8M |
| FMR LLC | $8.0M | 36,545 | 0.00% | 31q | +7.8%+$579.6K |
| Mutual Advisors, LLC | $7.8M | 35,467 | 0.15% | 13q | -22.0%-$2.2M |
| GOLDMAN SACHS GROUP INC | $7.1M | 32,570 | 0.00% | 23q | -35.8%-$4.0M |
| Keystone Financial Group | $7.1M | 32,393 | 0.42% | 8q | +8.1%+$529.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 31,545 | 0.01% | 31q | -12.2%-$959.7K |
| Strategies Wealth Advisors, LLC | $6.9M | 31,407 | 0.62% | 18q | HELD |
| FLAGSHIP WEALTH ADVISORS, LLC | $6.8M | 31,246 | 1.53% | 7q | +87.0%+$3.2M |
| TRUIST FINANCIAL CORP | $6.7M | 30,465 | 0.01% | 27q | -1.7%-$114.9K |
| Stratos Wealth Advisors, LLC | $6.5M | 29,469 | 0.35% | 25q | -14.6%-$1.1M |
| MML INVESTORS SERVICES, LLC | $6.2M | 28,296 | 0.01% | 31q | +15.2%+$820.5K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $6.1M | 27,850 | 0.05% | 4q | -8.9%-$594.3K |
| Ramiah Investment Group | $6.1M | 27,751 | 4.64% | 18q | +7.2%+$406.9K |
| Fairscale Capital, LLC | $6.0M | 27,444 | 3.59% | 9q | HELD |
| CITADEL ADVISORS LLC | $6.0M CALL+PUT | options only | 0.00% | 8q | OPTIONS |
| Hoxton Planning & Management, LLC | $5.9M | 26,793 | 1.53% | 8q | +16.6%+$836.5K |
| BLAIR WILLIAM & CO/IL | $5.8M | 26,263 | 0.01% | 31q | +5.9%+$321.6K |
| Avant Capital LLC | $5.6M | 25,452 | 3.50% | 15q | -1.0%-$59.0K |
| Delta Wealth Advisors LLC | $5.0M | 22,846 | 3.58% | 5q | +1.6%+$79.8K |
| BROWN ADVISORY INC | $5.0M | 22,712 | 0.01% | 5q | HELD |
| Caprock Group, LLC | $4.8M | 21,862 | 0.09% | 13q | HELD |
| FIFTH THIRD BANCORP | $4.5M | 20,411 | 0.01% | 2q | -1.0%-$44.1K |
| Janney Montgomery Scott LLC | $4.4M | 20,254 | 0.01% | 31q | +8.0%+$329.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 19,872 | 0.01% | 15q | -38.1%-$2.7M |
| BALANCED WEALTH GROUP LLC | $4.4M | 20,118 | 1.39% | 11q | HELD |
| Midwest Financial Network, LLC | $4.4M | 19,884 | 2.98% | 7q | -16.5%-$863.2K |
| Farther Finance Advisors, LLC | $4.2M | 19,327 | 0.03% | 9q | -1.1%-$47.1K |
| OneAscent Financial Services LLC | $4.2M | 19,137 | 0.20% | new | NEW |
| Beacon Pointe Advisors, LLC | $4.1M | 18,774 | 0.02% | 6q | -13.4%-$636.8K |
| KEYBANK NATIONAL ASSOCIATION/OH | $4.0M | 18,090 | 0.01% | 31q | -1.3%-$53.7K |
| First Bancorp, Inc /ME/ | $4.0M | 18,086 | 1.56% | 21q | HELD |
| Valmark Advisers, Inc. | $4.0M | 18,059 | 0.04% | 26q | -1.4%-$57.0K |
| BEACON FINANCIAL PLANNING, INC | $3.9M | 17,824 | 1.33% | 8q | +3.7%+$139.2K |
| WBH ADVISORY INC | $3.9M | 17,708 | 0.26% | 16q | -4.9%-$201.5K |
| Allworth Financial LP | $3.8M | 17,320 | 0.02% | 15q | -2.1%-$80.9K |
| IAMS WEALTH MANAGEMENT, LLC | $3.7M | 17,063 | 1.13% | 5q | +34.6%+$961.1K |
| North Star Investment Management Corp. | $3.6M | 16,499 | 0.20% | 28q | -8.0%-$316.1K |
| FLAGSHIP HARBOR ADVISORS, LLC | $3.6M | 16,257 | 0.14% | 31q | +2.8%+$96.0K |
| LAZARD ASSET MANAGEMENT LLC | $3.5M | 15,798 | 0.01% | 24q | HELD |
| ENCOMPASS WEALTH ADVISORS, LLC | $3.4M | 15,581 | 1.04% | 23q | HELD |
| INSIGHT 2811, INC. | $3.3M | 14,831 | 1.26% | 13q | +0.5%+$16.9K |
| KINTRA WEALTH, LLC | $3.1M | 13,558 | 0.16% | 2q | +1.1%+$32.8K |
| Constellation Investments, Inc. | $3.1M | 14,000 | 0.10% | 6q | HELD |
Showing the largest 100 of 458 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 | 171 | $477.6M | 2,166,374 | 14 | 37 | 43 | 0.0% |
| Q2 2026 | 458 | $2.8B | 12,766,085 | 38 | 107 | 136 | 0.3% |
| Q1 2026 | 440 | $2.6B | 12,609,838 | 42 | 119 | 104 | 0.3% |
| Q4 2025 | 440 | $2.8B | 13,246,469 | 34 | 110 | 107 | 0.1% |
| Q3 2025 | 424 | $2.6B | 13,210,736 | 37 | 96 | 109 | 0.2% |
| Q2 2025 | 408 | $2.5B | 13,240,433 | 42 | 108 | 110 | 0.0% |
| Q1 2025 | 396 | $2.3B | 12,674,802 | 35 | 111 | 100 | 0.0% |
| Q4 2024 | 387 | $2.4B | 12,738,816 | 29 | 125 | 100 | 0.0% |
| Q3 2024 | 357 | $2.4B | 12,795,144 | 41 | 112 | 81 | 0.0% |
| Q2 2024 | 331 | $2.2B | 12,372,210 | 33 | 110 | 71 | 0.0% |
| Q1 2024 | 328 | $2.5B | 14,003,822 | 36 | 98 | 86 | 0.0% |
| Q4 2023 | 310 | $2.1B | 12,415,351 | 30 | 100 | 76 | 0.0% |
| Q3 2023 | 293 | $1.5B | 10,195,686 | 20 | 78 | 73 | 0.1% |
| Q2 2023 | 289 | $1.5B | 9,571,769 | 19 | 82 | 79 | 0.1% |
| Q1 2023 | 283 | $1.3B | 9,152,298 | 28 | 78 | 72 | 0.1% |
| Q4 2022 | 274 | $1.3B | 9,282,724 | 43 | 100 | 58 | 0.1% |
| Q3 2022 | 242 | $2.2B | 17,874,972 | 29 | 68 | 58 | 0.0% |
| Q2 2022 | 249 | $6.7B | 50,468,146 | 30 | 77 | 67 | 0.0% |
| Q1 2022 | 243 | $7.9B | 52,147,859 | 41 | 81 | 38 | 0.0% |
| Q4 2021 | 217 | $7.6B | 50,037,717 | 23 | 75 | 42 | 0.0% |
| Q3 2021 | 189 | $2.3B | 16,027,896 | 18 | 48 | 48 | 0.0% |
| Q2 2021 | 188 | $2.5B | 17,601,910 | 25 | 54 | 46 | 0.0% |
| Q1 2021 | 176 | $2.8B | 20,597,324 | 30 | 60 | 33 | 0.0% |
| Q4 2020 | 153 | $1.4B | 11,498,561 | 29 | 47 | 30 | 0.0% |
| Q3 2020 | 126 | $1.1B | 9,765,106 | 13 | 46 | 32 | 0.0% |
| Q2 2020 | 130 | $988.9M | 9,369,849 | 30 | 38 | 34 | 0.0% |
| Q1 2020 | 113 | $927.6M | 9,953,901 | 18 | 42 | 30 | 0.0% |
| Q4 2019 | 124 | $753.7M | 5,999,428 | 17 | 38 | 26 | 0.0% |
| Q3 2019 | 115 | $573.8M | 4,991,777 | 16 | 29 | 33 | 0.0% |
| Q2 2019 | 110 | $657.5M | 5,847,031 | 15 | 31 | 26 | 0.0% |
| Q1 2019 | 101 | $567.2M | 5,213,868 | 11 | 29 | 25 | 0.0% |
| Q4 2018 | 99 | $508.4M | 5,219,161 | 3 | 2 | 1 | 0.0% |