Security record · archived quarter
VV
Vanguard Morningstar Large-Cap ETF · Financial Services · Asset Management
76Tracked holders
+6Δ holders
62.23MShares held
$18.46BReported value
+9New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +8.6% ·
share flow +5.4% ·
net new positions +7.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 18.66M | +4.6% | $5.44B | 2.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 18.66M | +4.6% | $5.44B | 2.6% | ▲ Add | 2 | SEC ↗ |
| 3 | Creative Planning | 12.26M | +0.4% | $3.66B | 2.5% | ▲ Add | 2 | SEC ↗ |
| 4 | Creative Planning | 12.26M | +0.4% | $3.66B | 2.5% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 4.05M | +83.5% | $1.21B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 4.05M | +83.5% | $1.21B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 2.84M | +2.9% | $849.22M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 2.69M | -3.5% | $803.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 2.69M | -3.5% | $803.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 2.69M | -3.5% | $803.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 2.69M | -3.5% | $803.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 2.69M | -1.2% | $803.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2.69M | -1.2% | $803.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.69M | -1.2% | $803.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.69M | -1.2% | $803.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 2.69M | -1.2% | $803.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.69M | -1.2% | $803.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.69M | -1.2% | $803.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 2.10M | -0.2% | $628.41M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 2.10M | -0.2% | $628.41M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 2.10M | -0.2% | $628.41M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 2.10M | -0.2% | $628.41M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 2.10M | -0.2% | $628.41M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 2.10M | -0.2% | $628.41M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 2.10M | -0.2% | $628.41M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.10M | -0.2% | $628.41M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 27 | Charles Schwab Investment… | 1.84M | -4.5% | $549.55M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 1.54M | +8.3% | $460.28M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.53M | -0.8% | $458.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.53M | -0.8% | $458.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1.44M | -0.8% | $429.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1.44M | -0.8% | $429.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 1.44M | -0.8% | $429.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1.44M | -0.8% | $429.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1.44M | -0.8% | $429.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 844.86K | +4.8% | $252.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 844.86K | +4.8% | $252.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 844.86K | +4.8% | $252.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 844.86K | +4.8% | $252.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 793.00K | -2.6% | $236.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 793.00K | -2.6% | $236.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Royal Bank Of Canada | 793.00K | -2.6% | $236.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 793.00K | -2.6% | $236.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Royal Bank Of Canada | 793.00K | -2.6% | $236.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 793.00K | -2.6% | $236.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Royal Bank Of Canada | 793.00K | -2.6% | $236.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Raymond James Financial Inc | 766.55K | +3.9% | $229.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Raymond James Financial Inc | 766.55K | +3.9% | $229.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 49 | Raymond James Financial Inc | 766.55K | +3.9% | $229.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | LPL Financial LLC | 745.93K | -2.4% | $222.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 51 | Wealthfront Advisers LLC | 738.55K | +2.9% | $220.72M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 52 | Mariner, LLC | 603.95K | +2.7% | $180.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 53 | Mariner, LLC | 603.95K | +2.7% | $180.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 54 | Mariner, LLC | 603.95K | +2.7% | $180.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 55 | Mariner, LLC | 603.95K | +2.7% | $180.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 56 | Focus Partners Wealth | 532.81K | +2.1% | $160.04M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 415.56K | +298.7% | $124.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Cetera Investment Advisers | 392.37K | -0.5% | $117.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 59 | Commonwealth Equity Services, Llc | 383.26K | -1.6% | $114.54M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 60 | Fifth Third Bancorp | 361.70K | +27.5% | $108.09M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 348.37K | +3.1% | $104.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 348.37K | +3.1% | $104.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 348.37K | +3.1% | $104.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | BlackRock ✦ (passive) | 318.32K | +76.1% | $95.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | BlackRock ✦ (passive) | 318.32K | +76.1% | $95.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | BlackRock ✦ (passive) | 318.32K | +76.1% | $95.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 316.01K | +6.5% | $91.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 316.01K | +6.5% | $91.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 316.01K | +6.5% | $91.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 316.01K | +6.5% | $91.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 316.01K | +6.5% | $91.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 316.01K | +6.5% | $91.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Mml Investors Services, Llc | 257.44K | -13.8% | $76.94M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 74 | Captrust Financial Advisors | 253.50K | +2.6% | $75.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | Corient Private Wealth LP | 219.00K | -49.2% | $65.59M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 76 | Osaic Holdings, Inc. | 214.44K | -9.7% | $64.09M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 77 | Osaic Holdings, Inc. | 214.44K | -9.7% | $64.09M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 78 | Osaic Holdings, Inc. | 214.44K | -9.7% | $64.09M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 79 | Cerity Partners LLC | 212.32K | +1.8% | $63.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Cerity Partners LLC | 212.32K | +1.8% | $63.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | Cerity Partners LLC | 212.32K | +1.8% | $63.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 82 | Lido Advisors, LLC | 194.30K | +2.1% | $58.07M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 83 | Mercer Global Advisors Inc /Adv | 144.99K | +10.4% | $43.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Wealth Enhancement Advisory… | 133.69K | -28.6% | $40.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 131.16K | +43.9% | $39.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 131.16K | +43.9% | $39.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Rockefeller Capital Management L.P. | 131.16K | +43.9% | $39.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 88 | Northern Trust Corp | 125.56K | -0.2% | $37.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Northern Trust Corp | 125.56K | -0.2% | $37.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Two Sigma Investments ✦ | 117.76K | New | $35.19M | 0.0% | New | 1 | SEC ↗ |
| 91 | Quantinno Capital Management LP | 117.04K | +0.4% | $34.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 92 | HighTower Advisors, LLC | 116.65K | +2.3% | $34.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Truist Financial Corp | 107.56K | +9.2% | $32.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Truist Financial Corp | 107.56K | +9.2% | $32.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Truist Financial Corp | 107.56K | +9.2% | $32.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | AQR Capital Management ✦ | 106.84K | -13.2% | $31.93M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 97 | AQR Capital Management ✦ | 106.84K | -13.2% | $31.93M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 98 | Alliancebernstein L.P. | 53.66K | -2.8% | $16.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Stifel Financial Corp | 49.91K | -3.8% | $14.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Stifel Financial Corp | 49.91K | -3.8% | $14.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $35.19M | 0.0% |
Exited
| National Bank Of Canada /Fi/ | $429,984 | was 0.0% |
| Qube Research & Technologies… | $236,415 | was 0.0% |
| Simplex Trading, Llc | $58,867 | 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: Q1 2026 ·
Methodology ·
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