Institutional Holders (2026 Q2)
741 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VOOG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Kropog Financial Group, LLC | 21.83% | 374,994 | $31.0M |
| 2 | Shakespeare Wealth Management, LLC | 18.36% | 839,154 | $69.3M |
| 3 | Entrust Financial LLC | 11.73% | 218,895 | $18.1M |
| 4 | Keystone Financial Services, LLC | 11.67% | 235,173 | $19.4M |
| 5 | Steffes Financial, Ltd. | 11.25% | 315,325 | $26.1M |
| 6 | Curry Webb Wealth Management LLC | 9.70% | 283,598 | $23.4M |
| 7 | Arista Wealth Management, LLC | 9.40% | 1,054,603 | $87.1M |
| 8 | Wheelhouse Advisory Group LLC | 8.94% | 383,497 | $31.7M |
| 9 | Cerro Pacific Wealth Advisors LLC | 5.37% | 287,480 | $23.8M |
| 10 | ArchPoint Investors | 4.76% | 272,490 | $22.5M |
| 11 | Ehrlich Financial Group | 4.49% | 105,549 | $8.7M |
| 12 | Northstar Financial Companies, Inc. | 3.88% | 69,714 | $5.8M |
| 13 | Stordahl Capital Management, Inc. | 3.78% | 249,986 | $20.7M |
| 14 | Anson Capital, Inc. | 3.40% | 63,267 | $5.2M |
| 15 | Compass Capital Corp /Ma/ /Adv | 3.33% | 119,406 | $10.2M |
| 16 | Rfg Holdings, INC. | 3.18% | 183,490 | $15.2M |
| 17 | Petredis Investment Advisors LLC | 3.14% | 564,186 | $46.6M |
| 18 | Elevation Capital Advisory, LLC | 2.83% | 88,695 | $7.3M |
| 19 | Significant Wealth Partners LLC | 2.78% | 31,090 | $2.6M |
| 20 | Gross & Hartman Investments LLC | 2.61% | 71,560 | $5.9M |
| 21 | TD Private Client Wealth LLC | 2.60% | 1,715,087 | $141.7M |
| 22 | Junk Investment Group, LLC | 2.58% | 70,546 | $5.8M |
| 23 | Cornerstone Advisory, LLC | 2.46% | 358,268 | $29.6M |
| 24 | Sherman Wealth Management LLC | 2.35% | 37,758 | $3.1M |
| 25 | Essex Financial Services, Inc. | 2.20% | 534,985 | $44.2M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|