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Vanguard Morningstar Large-Cap ETF

1,314 hedge funds and large institutions have $31.8B invested in Vanguard Morningstar Large-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 412 increasing their positions, 425 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $7.11M | Put options by funds: $3.17M

13% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 77

1.26% more ownership

Funds ownership: 69.6%70.86% (+1.3%)

3% less capital invested

Capital invested by funds: $32.8B → $31.8B (-$974M)

3% less repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 425

1% less funds holding

Funds holding: 1,3291,314 (-15)

3% less funds holding in top 10

Funds holding in top 10: 117113 (-4)

Holders
1,314
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.42%
% of All Funds
1.38%
New
87
Increased
412
Reduced
425
Closed
77
Calls
$7.11M
Puts
$3.17M
Net Calls
+$3.94M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$5.44B +$258M +825,260 +5%
Creative Planning
2
Creative Planning
Kansas
$3.66B +$14.3M +45,572 +0.4%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.96B
UBS Group
4
UBS Group
Switzerland
$1.21B +$576M +1,841,413 +83%
Vanguard Global Advisers
5
Vanguard Global Advisers
Pennsylvania
$1.2B +$1.25B +4,004,337 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$849M +$25.2M +80,456 +3%
Bank of America
7
Bank of America
North Carolina
$804M -$30.7M -97,969 -4%
Morgan Stanley
8
Morgan Stanley
New York
$804M -$10.1M -32,252 -1%
JFGLC
9
Johnson Financial Group LLC (Colorado)
Colorado
$764M +$13.8M +44,086 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$628M -$1.12M -3,592 -0.2%
Charles Schwab
11
Charles Schwab
California
$550M -$27.2M -86,778 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$460M +$37.1M +118,681 +8%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$458M -$4.03M -12,865 -0.8%
Wells Fargo
14
Wells Fargo
California
$430M -$3.66M -11,697 -0.8%
MGIA
15
Moneta Group Investment Advisors
Missouri
$409M +$17.2M +54,875 +4%
W
16
Wealthquest
Ohio
$371M +$19.7M +62,854 +5%
CAAS
17
Capital Asset Advisory Services
Michigan
$338M -$19.9M -63,684 -6%
Ameriprise
18
Ameriprise
Minnesota
$252M +$12.1M +38,772 +5%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$250M +$25.3M +80,853 +11%
WANY
20
Wealthspire Advisors (New York)
New York
$241M +$82.1M +262,452 +48%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$237M -$6.65M -21,243 -3%
Raymond James Financial
22
Raymond James Financial
Florida
$229M +$8.97M +28,668 +4%
LPL Financial
23
LPL Financial
California
$223M -$5.61M -17,925 -2%
Wealthfront Advisers
24
Wealthfront Advisers
California
$221M +$6.49M +20,753 +3%
VFA
25
Voya Financial Advisors
Connecticut
$212M +$9.59M +30,639 +4%

VV Hedge Fund Activity: Q1 2026 in Review

1,314 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Large-Cap ETF (VV) for Q1 2026, worth a combined $31.8B — down 3% from $32.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VV positions and 77 closed out — a net gain of 10 holders — while 412 added to existing stakes and 425 trimmed.

The largest buyer was UBS Group, adding an estimated $576M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $333M sold.

  • 1,314 institutional investors held Vanguard Morningstar Large-Cap ETF (VV) as of Q1 2026, down from 1,329 in Q4 2025.
  • Funds reported $31.8B of Vanguard Morningstar Large-Cap ETF stock for Q1 2026, down 3% quarter-over-quarter.
  • 87 funds opened new Vanguard Morningstar Large-Cap ETF positions in Q1 2026 and 77 closed out, a net change of +10 holders.
  • The largest Vanguard Morningstar Large-Cap ETF buyer in Q1 2026 was UBS Group, an estimated $576M added.
  • The largest Vanguard Morningstar Large-Cap ETF seller in Q1 2026 was Axxcess Wealth Management, an estimated $333M sold.

Based on aggregated 13F filings for Q1 2026.