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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.47B +$186M +557,901 +3%
Creative Planning
2
Creative Planning
Kansas
$4.14B -$74.4M -222,950 -2%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.25B
UBS Group
4
UBS Group
Switzerland
$1.4B +$7.76M +23,274 +0.6%
Vanguard Global Advisers
5
Vanguard Global Advisers
Pennsylvania
$1.38B +$4.32M +12,938 +0.3%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$974M -$3.39M -10,151 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$940M +$14.6M +43,879 +2%
JFGLC
8
Johnson Financial Group LLC (Colorado)
Colorado
$933M +$52.1M +156,238 +6%
Bank of America
9
Bank of America
North Carolina
$849M -$73.4M -220,096 -8%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$777M +$52.2M +156,339 +7%
Charles Schwab
11
Charles Schwab
California
$645M +$12.1M +36,279 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$521M -$5.7M -17,074 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$518M -$11.1M -33,163 -2%
Wells Fargo
14
Wells Fargo
California
$499M +$4.43M +13,287 +0.9%
MGIA
15
Moneta Group Investment Advisors
Missouri
$492M +$19.9M +59,791 +4%
W
16
Wealthquest
Ohio
$438M +$10.7M +32,141 +3%
CAAS
17
Capital Asset Advisory Services
Michigan
$350M -$6.72M -20,134 -2%
AWM
18
Axxcess Wealth Management
California
$349M +$338M +1,014,136 New
Ameriprise
19
Ameriprise
Minnesota
$310M +$18.8M +56,337 +7%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$286M -$1.83M -5,477 -0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$273M -$201K -602 -0.1%
VFA
22
Voya Financial Advisors
Connecticut
$267M +$18.6M +55,710 +8%
LPL Financial
23
LPL Financial
California
$267M +$10.5M +31,447 +4%
Wealthfront Advisers
24
Wealthfront Advisers
California
$252M -$1.48M -4,445 -0.6%
VIA
25
Vantagepoint Investment Advisers
District of Columbia
$216M -$4.53M -13,584 -2%

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.