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Vanguard Morningstar Large-Cap ETF
VV

1,364 hedge funds and large institutions have $36.8B invested in Vanguard Morningstar Large-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 404 increasing their positions, 453 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 41

56% more call options, than puts

Call options by funds: $8.91M | Put options by funds: $5.71M

16% more capital invested

Capital invested by funds: $31.8B → $36.8B (+$5B)

4% more funds holding

Funds holding: 1,314 → 1,364 (+50)

0.29% less ownership

Funds ownership: 70.86% → 70.57% (-0.29%)

5% less funds holding in top 10

Funds holding in top 10: 113 → 107 (-6)

11% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 453

Holders
1,364
Holders Change
+50
Holders Change %
+3.81%
% of All Funds
16.51%
Holding in Top 10
107
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.31%
% of All Funds
1.29%
New
121
Increased
404
Reduced
453
Closed
41
Calls
$8.91M
Puts
$5.71M
Net Calls
+$3.2M
Net Calls Change
-$747K

Top Buyers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
+$338M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$186M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$52.2M
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$52.1M
5
BlackRock
BlackRock
New York
+$40.1M

Top Sellers

Rank Fund Capital Flow
1
WANY
Wealthspire Advisors (New York)
New York
-$92.6M
2
Raymond James Financial
Raymond James Financial
Florida
-$82.3M
3
Creative Planning
Creative Planning
Kansas
-$74.4M
4
Bank of America
Bank of America
North Carolina
-$73.4M
5
IAS
IMA Advisory Services
Colorado
-$72.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1101
Level Four Advisory Services
Texas
$270K +$11K +33 +4%
VWA
1102
Visionary Wealth Advisors
Illinois
$269K – – –
AT
1103
Arlington Trust
Alabama
$269K – – –
IAS
1104
Integrity Advisory Solutions
Texas
$269K +$20.3K +61 +8%
ATC
1105
Argent Trust Co
Tennessee
$269K – – –
MSG
1106
Main Street Group
Virginia
$268K – – –
MWP
1107
MYCIO Wealth Partners
Pennsylvania
$267K – – –
GAG
1108
Goodman Advisory Group
Massachusetts
$267K – – –
CIA
1109
Covington Investment Advisors
Pennsylvania
$267K – – –
BB
1110
Busey Bank
Illinois
$265K +$258K +772 New
CWM
1111
Cornerstone Wealth Management
Missouri
$265K +$258K +772 New
WFPG
1112
Waller Financial Planning Group
Ohio
$265K +$334 +1 +0.1%
MFF
1113
Michels Family Financial
Texas
$264K +$334 +1 +0.1%
FCBT
1114
First Citizens Bank & Trust
North Carolina
$263K +$255K +765 New
TFP
1115
Triune Financial Partners
Kansas
$262K +$667 +2 +0.3%
SIC
1116
Salem Investment Counselors
North Carolina
$262K – – –
KCM
1117
Kanawha Capital Management
Virginia
$261K – – –
MCWS
1118
McKinley Carter Wealth Services
West Virginia
$260K -$8.34K -25 -3%
LWMNY
1119
Landmark Wealth Management (New York)
New York
$260K -$19.3K -58 -7%
BMCM
1120
Bryn Mawr Capital Management
Pennsylvania
$260K +$667 +2 +0.3%
KA
1121
Klingman & Associates
New York
$259K -$7.34K -22 -3%
ZCP
1122
Z3 Capital Partners
Virginia
$258K – – –
NFP
1123
Narus Financial Partners
Utah
$258K – – –
WA
1124
Waddell & Associates
Tennessee
$257K – – –
BA
1125
Bellwether Advisors
Nebraska
$256K – – –
43 44
45
46 47

VV Hedge Fund Activity: Q2 2026 in Review

1,364 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q2 2026, worth a combined $36.8B — up 16% from $31.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new VV positions and 41 closed out — a net gain of 80 holders — while 404 added to existing stakes and 453 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $338M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $92.6M.

  • 1,364 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q2 2026, up from 1,314 in Q1 2026.
  • Funds reported $36.8B of Vanguard Morningstar Large-Cap ETF stock for Q2 2026, up 16% quarter-over-quarter.
  • 121 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q2 2026 and 41 closed out, a net change of +80 holders.
  • The largest Vanguard Morningstar Large-Cap ETF buyer in Q2 2026 was Axxcess Wealth Management, an estimated $338M added.
  • The largest Vanguard Morningstar Large-Cap ETF seller in Q2 2026 was Wealthspire Advisors (New York), an estimated $92.6M sold.

Based on aggregated 13F filings for Q2 2026.