Security record
VV
Vanguard Morningstar Large-Cap ETF · Financial Services · Asset Management
75Tracked holders
0Δ holders
62.30MShares held
$21.28BReported value
+6New positions
−6Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 75 | 0 | 62.30M | $21.28B | +6 | −6 |
| Q1 2026 | 76 | +6 | 62.23M | $18.46B | +9 | −3 |
| Q4 2025 | 70 | -2 | 62.90M | $19.80B | — | −2 |
| Q3 2025 | 12 | +1 | 9.39M | $2.89B | +1 | — |
| Q2 2025 | 8 | 0 | 5.45M | $1.56B | +2 | −2 |
| Q1 2025 | 5 | 0 | 89.75K | $23.07M | +2 | −2 |
| Q4 2024 | 5 | +1 | 211.08K | $56.93M | +1 | — |
| Q3 2024 | 4 | +2 | 24.55K | $6.46M | +3 | −1 |
| Q2 2024 | 2 | — | 7.76K | $1.94M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 19.22M | +3.0% | $6.47B | 2.6% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 19.22M | +3.0% | $6.47B | 2.6% | ▲ Add | 3 | SEC ↗ |
| 3 | Creative Planning | 12.04M | -1.8% | $4.14B | 2.4% | ▼ Trim | 3 | SEC ↗ |
| 4 | Creative Planning | 12.04M | -1.8% | $4.14B | 2.4% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 4.07M | +0.6% | $1.40B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 4.07M | +0.6% | $1.40B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 2.83M | -0.4% | $973.77M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.73M | +1.6% | $939.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 2.73M | +1.6% | $939.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 2.73M | +1.6% | $939.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 2.73M | +1.6% | $939.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 2.73M | +1.6% | $939.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2.73M | +1.6% | $939.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.73M | +1.6% | $939.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.47M | -8.2% | $849.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 2.47M | -8.2% | $849.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 2.47M | -8.2% | $849.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 2.47M | -8.2% | $849.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 2.26M | +7.4% | $776.92M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 2.26M | +7.4% | $776.92M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 2.26M | +7.4% | $776.92M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 2.26M | +7.4% | $776.92M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 2.26M | +7.4% | $776.92M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 2.26M | +7.4% | $776.92M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 2.26M | +7.4% | $776.92M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.26M | +7.4% | $776.92M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 27 | Charles Schwab Investment… | 1.88M | +2.0% | $644.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.52M | -1.1% | $521.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.52M | -1.1% | $521.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 1.51M | -2.1% | $518.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1.45M | +0.9% | $499.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1.45M | +0.9% | $499.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 1.45M | +0.9% | $499.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1.45M | +0.9% | $499.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1.45M | +0.9% | $499.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 901.20K | +6.7% | $309.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 901.20K | +6.7% | $309.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 901.20K | +6.7% | $309.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 901.20K | +6.7% | $309.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Royal Bank Of Canada | 792.40K | -0.1% | $272.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Royal Bank Of Canada | 792.40K | -0.1% | $272.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Royal Bank Of Canada | 792.40K | -0.1% | $272.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Royal Bank Of Canada | 792.40K | -0.1% | $272.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Royal Bank Of Canada | 792.40K | -0.1% | $272.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 792.40K | -0.1% | $272.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 792.40K | -0.1% | $272.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | LPL Financial LLC | 777.38K | +4.2% | $267.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 48 | Wealthfront Advisers LLC | 734.11K | -0.6% | $252.47M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 49 | Mariner, LLC | 582.01K | -3.6% | $200.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 50 | Mariner, LLC | 582.01K | -3.6% | $200.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 51 | Mariner, LLC | 582.01K | -3.6% | $200.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 52 | Focus Partners Wealth | 522.65K | -1.9% | $179.75M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 53 | Raymond James Financial Inc | 519.81K | -32.2% | $178.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Raymond James Financial Inc | 519.81K | -32.2% | $178.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Raymond James Financial Inc | 519.81K | -32.2% | $178.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | BlackRock ✦ (passive) | 438.40K | +37.7% | $150.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | BlackRock ✦ (passive) | 438.40K | +37.7% | $150.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 58 | BlackRock ✦ (passive) | 438.40K | +37.7% | $150.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | Cetera Investment Advisers | 396.40K | +1.0% | $136.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 60 | Fifth Third Bancorp | 354.53K | -2.0% | $121.93M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 350.64K | +0.7% | $120.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 350.64K | +0.7% | $120.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 350.64K | +0.7% | $120.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Commonwealth Equity Services, Llc | 344.33K | -10.2% | $118.42M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 324.75K | +2.8% | $110.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 324.75K | +2.8% | $110.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 324.75K | +2.8% | $110.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 324.75K | +2.8% | $110.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 324.75K | +2.8% | $110.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 324.75K | +2.8% | $110.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 71 | UBS AM, a distinct business unit of… | 300.90K | -27.6% | $103.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Mml Investors Services, Llc | 293.64K | +14.1% | $100.98M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 73 | Osaic Holdings, Inc. | 263.57K | +22.9% | $90.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Osaic Holdings, Inc. | 263.57K | +22.9% | $90.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 75 | Osaic Holdings, Inc. | 263.57K | +22.9% | $90.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 76 | Osaic Holdings, Inc. | 263.57K | +22.9% | $90.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 77 | Captrust Financial Advisors | 254.81K | +0.5% | $87.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 78 | Cerity Partners LLC | 211.16K | -0.6% | $72.62M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 79 | Cerity Partners LLC | 211.16K | -0.6% | $72.62M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 80 | Cerity Partners LLC | 211.16K | -0.6% | $72.62M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 81 | Cerity Partners LLC | 211.16K | -0.6% | $72.62M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 82 | Corient Private Wealth LP | 211.13K | -3.6% | $72.61M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 83 | Quantinno Capital Management LP | 171.41K | +46.5% | $58.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 84 | Mercer Global Advisors Inc /Adv | 150.64K | +3.9% | $51.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 85 | Wealth Enhancement Advisory… | 133.16K | -0.4% | $45.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 133.14K | +1.5% | $45.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 87 | Rockefeller Capital Management L.P. | 133.14K | +1.5% | $45.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 88 | Rockefeller Capital Management L.P. | 133.14K | +1.5% | $45.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 89 | AQR Capital Management ✦ | 129.68K | +21.4% | $44.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 90 | AQR Capital Management ✦ | 129.68K | +21.4% | $44.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 91 | Northern Trust Corp | 127.47K | +1.5% | $43.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Northern Trust Corp | 127.47K | +1.5% | $43.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | HighTower Advisors, LLC | 117.75K | +0.9% | $40.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Lido Advisors, LLC | 112.87K | -41.9% | $38.82M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 95 | Truist Financial Corp | 111.84K | +4.0% | $38.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Truist Financial Corp | 111.84K | +4.0% | $38.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Alliancebernstein L.P. | 61.06K | +13.8% | $18.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Stifel Financial Corp | 49.81K | -0.2% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Stifel Financial Corp | 49.81K | -0.2% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Us Bancorp \De\ | 49.80K | +2.8% | $17.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $35.19M | was 0.0% |
| Tudor Investment Corp Et Al | $844,849 | was 0.0% |
| Grantham, Mayo, Van Otterloo… | $355,883 | was 0.0% |
| GQG Partners LLC | $252,978 | was 0.0% |
| Capital Research Global… | $214,792 | was 0.0% |
| Lazard Asset Management Llc | $19,312 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,302 holders, 106.38M shares, $31.44B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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