Security record
VV
Vanguard Morningstar Large-Cap ETF · Financial Services · Asset Management
74Tracked holders
0Δ holders
62.18MShares held
$21.24BReported value
+6New positions
−7Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions -1.4% — 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 | 74 | 0 | 62.18M | $21.24B | +6 | −7 |
| 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 |
| 2 | Creative Planning | 12.04M | -1.8% | $4.14B | 2.4% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 4.07M | +0.6% | $1.40B | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Northwestern Mutual Wealth… | 2.83M | -0.4% | $973.77M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.73M | +1.6% | $939.91M | 0.1% | ▲ Add | 4 | SEC ↗ ×7 |
| 6 | Bank Of America Corp /De/ | 2.47M | -8.2% | $849.28M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Pnc Financial Services Group, Inc. | 2.26M | +7.4% | $776.92M | 0.4% | ▲ Add | 3 | SEC ↗ ×8 |
| 8 | Charles Schwab Investment… | 1.88M | +2.0% | $644.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 1.52M | -1.1% | $521.36M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 1.51M | -2.1% | $518.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.45M | +0.9% | $499.32M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Ameriprise Financial Inc | 901.20K | +6.7% | $309.87M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Royal Bank Of Canada | 792.40K | -0.1% | $272.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 14 | LPL Financial LLC | 777.38K | +4.2% | $267.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealthfront Advisers LLC | 734.11K | -0.6% | $252.47M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mariner, LLC | 582.01K | -3.6% | $200.14M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Focus Partners Wealth | 522.65K | -1.9% | $179.75M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 519.81K | -32.2% | $178.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | BlackRock ✦ (passive) | 438.40K | +37.7% | $150.77M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 20 | Cetera Investment Advisers | 396.40K | +1.0% | $136.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 354.53K | -2.0% | $121.93M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 350.64K | +0.7% | $120.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 23 | Commonwealth Equity Services, Llc | 344.33K | -10.2% | $118.42M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 324.75K | +2.8% | $110.81M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 25 | UBS AM, a distinct business unit of… | 300.90K | -27.6% | $103.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 293.64K | +14.1% | $100.98M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 263.57K | +22.9% | $90.66M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Captrust Financial Advisors | 254.81K | +0.5% | $87.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 211.16K | -0.6% | $72.62M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 30 | Corient Private Wealth LP | 211.13K | -3.6% | $72.61M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 171.41K | +46.5% | $58.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 150.64K | +3.9% | $51.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 133.16K | -0.4% | $45.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 133.14K | +1.5% | $45.79M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | AQR Capital Management ✦ | 129.68K | +21.4% | $44.60M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 36 | Northern Trust Corp | 127.47K | +1.5% | $43.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Lido Advisors, LLC | 112.87K | -41.9% | $38.82M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 111.84K | +4.0% | $38.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Alliancebernstein L.P. | 61.06K | +13.8% | $18.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Stifel Financial Corp | 49.81K | -0.2% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Us Bancorp \De\ | 49.80K | +2.8% | $17.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Baird Financial Group, Inc. | 47.64K | -2.5% | $16.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Bank of New York Mellon Corp | 44.88K | +12.5% | $15.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 44 | Financial Engines Advisors L.L.C. | 41.33K | -2.3% | $14.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Gotham Asset Management ✦ | 39.54K | 0.0% | $13.60M | 0.0% | Held | 6 | SEC ↗ |
| 46 | Assetmark, Inc | 39.49K | -10.6% | $13.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Brown Advisory Inc | 39.28K | +0.3% | $13.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | Bank Of Montreal /Can/ | 27.07K | -2.9% | $9.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 49 | Renaissance Technologies ✦ | 17.66K | +401.9% | $6.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Citigroup Inc | 16.72K | +2.7% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | TD Waterhouse Canada Inc. | 13.16K | -2.3% | $4.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | CIBC Bancorp USA Inc. | 12.82K | +134.6% | $4.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | Neuberger Berman Group LLC | 10.69K | 0.0% | $3.68M | 0.0% | Held | 3 | SEC ↗ |
| 54 | Franklin Resources Inc | 8.03K | +27.7% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 55 | Sei Investments Co | 7.68K | +5.0% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Empower Advisory Group, LLC | 6.51K | +20.1% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Blair William & Co/Il | 5.59K | +0.7% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Hrt Financial Lp | 5.48K | -15.2% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | First Trust Advisors Lp | 3.96K | -34.1% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Cibc World Market Inc. | 3.12K | +332.8% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Nuveen, LLC | 1.94K | New | $665,512 | 0.0% | New | 1 | SEC ↗ |
| 62 | D. E. Shaw & Co. ✦ | 1.42K | New | $486,977 | 0.0% | New | 1 | SEC ↗ |
| 63 | First Manhattan Co. Llc. | 1.16K | 0.0% | $400,311 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Susquehanna International Group, Llp | 1.09K | -94.0% | $374,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Jane Street Group, Llc | 937 | -88.1% | $322,243 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | Fisher Asset Management ✦ | 918 | -21.9% | $315,959 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 67 | Bnp Paribas Financial Markets | 744 | +10528.6% | $255,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 671 | -42.8% | $230,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Capital International Investors | 646 | -21.0% | $220,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | National Bank Of Canada /Fi/ | 315 | New | $108,240 | 0.0% | New | 1 | SEC ↗ |
| 71 | Kayne Anderson Rudnick Investment… | 275 | 0.0% | $94,630 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Allspring Global Investments… | 176 | New | $60,361 | 0.0% | New | 1 | SEC ↗ |
| 73 | Qube Research & Technologies Ltd | 160 | New | $55,026 | 0.0% | New | 1 | SEC ↗ |
| 74 | Simplex Trading, Llc | 38 | New | $13,068 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $665,512 | 0.0% |
| D. E. Shaw & Co. | $486,977 | 0.0% |
| National Bank Of Canada /Fi/ | $108,240 | 0.0% |
| Allspring Global Investments… | $60,361 | 0.0% |
| Qube Research & Technologies… | $55,026 | 0.0% |
| Simplex Trading, Llc | $13,068 | 0.0% |
Exited
| Two Sigma Investments | $35.19M | was 0.0% |
| HighTower Advisors, LLC | $34.86M | 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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