Who owns Vanguard Morningstar Large-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VV from SEC Form 13F filings across 1,379 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,379 institutions disclosed 107.6M shares of Vanguard Morningstar Large-Cap ETF worth $36.82B — about 50.8% of shares outstanding; the largest disclosed holder is JONES FINANCIAL COMPANIES LLLP. Source: SEC Form 13F filings, parsed by EvidInvest.
1,379
13F holders
$36.82B
value, 2026 filers
50.8%
of shares outstanding (107.6M sh)
143
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 19.2M | $6.47B | 2.6% | 9.1% | +3.0% |
| 2 | Creative Planning | 12.0M | $4.14B | 2.4% | 5.7% | -1.8% |
| 3 | National Mutual Insurance Federation of Agricultural Cooperatives | 6.5M | $2.25B | 14.7% | 3.1% | 0.0% |
| 4 | UBS Group AG | 4.1M | $1.40B | 0.2% | 1.9% | +0.6% |
| 5 | Vanguard Global Advisers, LLC | 4.0M | $1.38B | 0.6% | 1.9% | +0.3% |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.8M | $973.8M | 0.5% | 1.3% | -0.4% |
| 7 | MORGAN STANLEY | 2.7M | $939.9M | 0.0% | 1.3% | +1.6% |
| 8 | Johnson Financial Group, LLC | 2.7M | $932.8M | 50.2% | 1.3% | +6.1% |
| 9 | BANK OF AMERICA CORP /DE/ | 2.5M | $849.3M | 0.1% | 1.2% | -8.2% |
| 10 | PNC Financial Services Group, Inc. | 2.3M | $776.9M | 0.4% | 1.1% | +7.4% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.9M | $644.9M | 0.1% | 0.9% | +2.0% |
| 12 | FMR LLC | 1.5M | $521.4M | 0.0% | 0.7% | -1.1% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1.5M | $518.3M | 0.1% | 0.7% | -2.2% |
| 14 | WELLS FARGO & COMPANY/MN | 1.5M | $499.3M | 0.1% | 0.7% | +0.9% |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | 1.4M | $491.6M | 3.6% | 0.7% | +4.4% |
| 16 | Wealthquest Corp | 1.3M | $437.7M | 27.6% | 0.6% | +8.1% |
| 17 | Capital Asset Advisory Services LLC | 1.0M | $349.9M | 12.7% | 0.5% | -1.9% |
| 18 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 1.0M | $348.8M | 5.6% | 0.5% | new |
| 19 | AMERIPRISE FINANCIAL INC | 901,199 | $309.9M | 0.1% | 0.4% | +6.7% |
| 20 | Pathstone Holdings, LLC | 831,081 | $285.8M | 0.8% | 0.4% | -0.7% |
| 21 | ROYAL BANK OF CANADA | 792,396 | $272.5M | 0.0% | 0.4% | -0.1% |
| 22 | Voya Financial Advisors, Inc. | 783,877 | $267.5M | 23.5% | 0.4% | +7.7% |
| 23 | LPL Financial LLC | 777,376 | $267.3M | 0.1% | 0.4% | +4.2% |
| 24 | Wealthfront Advisers LLC | 734,110 | $252.5M | 0.5% | 0.3% | -0.6% |
| 25 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 626,682 | $215.5M | 1.6% | 0.3% | -2.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.