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Vanguard Morningstar Large-Cap ETF

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: 1,3141,364 (+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: 113107 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1301
SOA Wealth Advisors
New York
$37.8K +$26K +78 +244%
WIM
1302
Westside Investment Management
California
$37.1K -$6.67K -20 -16%
CWM
1303
Consultiva Wealth Management
Puerto Rico
$35.4K
TWM
1304
Tripletail Wealth Management
Florida
$34.3K
SWP
1305
Strategic Wealth Partners
Ohio
$33.7K
AEPWM
1306
Atlantic Edge Private Wealth Management
Florida
$32K
MA
1307
MCF Advisors
Kentucky
$31.7K -$32K -96 -51%
IAIM
1308
International Assets Investment Management
Florida
$30.2K +$2.33K +7 +9%
TAP
1309
Tounjian Advisory Partners
Florida
$28.4K +$27.4K +82 New
RF
1310
Robinswood Financial
Washington
$28K
MHR
1311
Matthew Hamilton Rosenberg
$27.5K
HC
1312
Hurley Capital
New York
$27.3K
VDBMI
1313
Van Den Berg Management I
Texas
$27.2K -$2.33K -7 -8%
IFWM
1314
Institute for Wealth Management
Colorado
$27.2K +$26.4K +79 New
BC
1315
Broadwater Capital
Massachusetts
$25.8K
BWA
1316
Basecamp Wealth Advisors
Washington
$25.7K
T
1317
Tidemark
California
$24.2K
VNA
1318
Valley National Advisers
Pennsylvania
$23.7K -$663K -1,988 -97%
LF
1319
LifeSteps Financial
California
$23K +$22.4K +67 New
APW
1320
Atlantic Private Wealth
North Carolina
$22K
TWM
1321
Topsail Wealth Management
North Carolina
$21.3K
WAG
1322
Wilkerson Advisory Group
Missouri
$21K +$14.7K +44 +259%
KCM
1323
Key Capital Management
Tennessee
$20.6K -$2.33K -7 -10%
AIC
1324
Archer Investment Corporation
Indiana
$20.3K
CA
1325
Crewe Advisors
Utah
$20.3K

VV Hedge Fund Activity: Q2 2026 in Review

1,364 of the 8,263 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.