VV institutional holders

Vanguard Morningstar Large-Cap ETF · 1,446 reporting institutions · $38.3B reported value

Funds that can replace VV · VV return decomposition

Institutional holdings

Institutions reporting VV, largest first
InstitutionReported positionAdvisors at firmReport period
Jones Financial Companies LLLP$6.5B02026-06-30
Creative Planning$4.1B1,1712026-06-30
National Mutual Insurance Federation of Agricultural Cooperatives$2.3B02026-06-30
UBS Group AG$1.4B02026-06-30
Vanguard Global Advisers, LLC$1.4B02026-06-30
Vanguard Group Inc$1.2B02025-12-31
Northwestern Mutual Wealth Management Co$973.8M02026-06-30
Morgan Stanley$939.9M23,1852026-06-30
Johnson Financial Group, LLC$932.8M352026-06-30
Bank of America Corp /de$849.3M02026-06-30
PNC Financial Services Group, Inc.$776.9M02026-06-30
Charles Schwab Investment Management Inc$644.9M372026-06-30
Fmr LLC$521.4M02026-06-30
Envestnet Pmc$518.3M602026-06-30
Wells Fargo & Company/mn$499.3M02026-06-30
Moneta Group Investment Advisors LLC$491.6M2562026-06-30
Wealthquest Corporation$437.7M162026-06-30
Capital Asset Advisory Services LLC$349.9M692026-06-30
Axxcess Wealth Management, LLC$348.8M382026-06-30
Ameriprise Financial Inc$309.9M02026-06-30
Pathstone Holdings, LLC$285.8M02026-06-30
Royal Bank of Canada$272.5M02026-06-30
Voya Financial Advisors, Inc.$267.5M7412026-06-30
Lpl Financial LLC$267.3M23,4582026-06-30
Wealthfront Advisers LLC$252.5M402026-06-30
Jfg Wealth Management, LLC$236M02025-09-30
Missionsquare Investments$215.5M02026-06-30
Mariner, LLC$200.1M02026-06-30
Wealthspire Advisors, LLC$182.3M2372026-06-30
Cresset Asset Management, LLC$181M2122026-06-30
Bleakley Financial Group, LLC$180.5M1242026-06-30
Focus Partners Wealth$179.7M1,0482026-06-30
Raymond James Financial Inc$178.8M02026-06-30
James J. Burns & Company, LLC$166.8M62026-06-30
Catalyst Capital Advisors LLC$156.8M72026-06-30
Millburn Ridgefield LLC$156.8M02026-06-30
Coldstream Capital Management Inc$151.6M1362026-06-30
Alphacore Capital LLC$151.6M692026-06-30
Blackrock, Inc.$150.8M02026-06-30
Mason & Associates, LLC$149.6M02026-06-30
Geowealth Management, LLC$149.3M02026-06-30
Garde Capital, Inc.$148.2M92026-06-30
TIAA-CREF Individual & Institutional Services, LLC$143.1M1,7212026-06-30
Cetera Investment Advisers$136.3M10,3702026-06-30
Baltimore-Washington Financial Advisors, Inc.$133.2M132026-06-30
Ballentine Partners, LLC$130.2M902026-06-30
Heartwood Wealth Advisors LLC$129.7M02026-06-30
Fifth Third Bancorp$121.9M02026-06-30
Goldman Sachs Group Inc$120.6M02026-06-30
Commonwealth Equity Services, LLC$118.4M2,8632026-06-30
Truepoint, Inc.$116.9M402026-06-30
Pittenger & Anderson Inc$115.4M142026-06-30
Jpmorgan Chase & Co$110.8M02026-06-30
Milwealth Group LLC$103.6M52026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$103.5M02026-06-30
Norinchukin Bank, the$103.2M02026-06-30
MML Investors Services, LLC$101M5,1202026-06-30
Plante Moran Financial Advisors$93.3M1312026-06-30
Osaic Holdings, Inc.$90.7M02026-06-30
Agf Management Ltd$88.3M02026-06-30
Captrust Financial Advisors$87.6M9622026-06-30
Bakeravenue$85.5M352026-06-30
Parallel Advisors, LLC$77.7M752026-06-30
Trust Point Inc.$76M02026-06-30
Cerity Partners LLC$72.6M7772026-06-30
Laird Norton Wetherby Trust Company, LLC$67.8M02026-06-30
Transamerica Financial Advisors, LLC$66.8M1,0972026-06-30
Hurlow Wealth Management Group, Inc.$66.8M112026-06-30
Trb Wealth Management, LLC$65.4M122026-06-30
Qrg Capital Management, Inc.$65.2M22026-06-30
Addis & Hill, Inc$64.4M42026-06-30
Sunflower Bank, N.A.$63.8M02026-06-30
Corient Private Wealth LP$62.6M6742026-06-30
Juncture Wealth Strategies, LLC$62.5M102026-06-30
Financial Planning Navigators Corp$62.1M52026-06-30
Jaffetilchin Investment Partners, LLC$61M02026-03-31
Kathmere Capital Management, LLC$60.1M172026-06-30
Quantinno Capital Management LP$58.9M02026-06-30
Vsm Wealth Advisory, LLC$57.4M52026-06-30
Acropolis Investment Management, LLC$56.8M372026-06-30
Badgley Phelps Wealth Managers, LLC$55.8M282026-06-30
Mercer Global Advisors Inc /adv$51.8M02026-06-30
Equitable Holdings, Inc.$51.5M02026-06-30
Riversedge Advisors, LLC$50.6M112026-06-30
Jmg Financial Group, Ltd.$50.1M482026-06-30
Signaturefd, LLC$49.4M492026-06-30
Wealth Enhancement Advisory Services, LLC$45.9M1,0262026-06-30
Rockefeller Capital Management LP$45.8M3462026-06-30
Aqr Capital Management LLC$44.6M12026-06-30
Northern Trust Corp$43.8M02026-06-30
Pure Financial Advisors, LLC$43.5M882026-06-30
Koesten, Hirschmann & Crabtree, Inc.$42.5M72026-06-30
Hightower Advisors, LLC$40.5M1,0462026-06-30
Haverford Trust Co$40M02026-06-30
Sanctuary Advisors, LLC$39.5M4012026-06-30
McIlrath & Eck, LLC$39.4M62026-03-31
Lido Advisors, LLC$38.8M3202026-06-30
Scs Capital Management LLC$38.7M802026-06-30
Truist Financial Corp$38.5M02026-06-30
Leavell Investment Management, Inc.$37.8M252026-06-30
Latigo Investments, LLC$37.5M02026-06-30
Sage Financial Group Inc$36.5M202026-06-30
Ieq Capital, LLC$35.6M1972026-06-30
Arbor Wealth Management LLC$34.3M02026-06-30
TIAA Trust, National Association$33.5M02026-06-30
Yeomans Consulting Group, Inc.$31.8M02025-12-31
Miller Investment Management, LP$31.1M62026-06-30
Comerica Bank$31M02025-12-31
TD Capital Management LLC$30.3M82026-06-30
Beacon Pointe Advisors, LLC$30.2M4662026-06-30
Abound Wealth Management$30.1M162026-06-30
Nordwand Advisors, LLC$29.9M72026-06-30
Sfam, LLC$29.8M42026-06-30
Oak Hill Wealth Advisors, LLC$29.3M02025-09-30
Newedge Advisors$29.2M6012026-06-30
Reed Financial Services, Inc.$29.1M42026-06-30
Modern Wealth Management, LLC$28.6M1612026-06-30
The Advocate Group, LLC$28.3M92026-06-30
Woodard & Co Asset Management Group Inc /adv$28.1M52026-06-30
United Capital Financial Advisors, LLC$27.5M1662026-06-30
Bluesky Wealth Advisors, LLC$27.3M102026-06-30
Moller Wealth Partners$27.2M22026-06-30
&partners$27M5552026-06-30
Integrated Wealth Concepts LLC$26.9M4802026-06-30
New Edge Wealth$26M1512026-06-30
Jnba Financial Advisors$25.8M302026-06-30
Bristlecone Advisors, LLC$25.8M02025-09-30
Assuredpartners Investment Advisors$24.9M292026-06-30
Choreo, LLC$24.6M1482026-06-30
Cullen/frost Bankers, Inc.$24.4M02026-06-30
Verus Financial Partners, Inc.$24.2M122026-06-30
Atria Investments, Inc$24.2M62026-06-30
Kennicott Capital Management LLC$24.1M12026-06-30
Pinnacle Associates, Ltd.$23.8M332026-06-30
Wheelhouse Advisory Group LLC$23.7M122026-06-30
Trustmark Bank Trust Department$23.7M02026-06-30
Mb, Levis & Associates, LLC$22.9M22026-06-30
Strategic Equity Management$22.8M82026-06-30
Arcadia Investment Advisors LLC$22.8M32026-06-30
Atmos Advisory, LLC$22.3M42026-06-30
Texas Capital Bank Private Wealth Advisors$22M552026-06-30
Wealth Architects, LLC$21.7M152026-06-30
Irc Wealth$21.6M72026-06-30
Naples Global Advisors, LLC$20.5M162026-06-30
Spc Financial, Inc.$20.5M02025-09-30
Box Hill Private Wealth LLC$20.4M12026-06-30
Whittier Trust Co of Nevada Inc$20.3M02026-06-30
First Hawaiian Bank$19.8M02026-06-30
Northern Capital Management, Inc.$19.7M102026-06-30
Farrell Financial$19.1M32026-06-30
Proffitt & Goodson Inc.$19M62026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$19M02026-06-30
Hbk Sorce Advisory LLC$18.4M732026-06-30
Madison Asset Management, LLC$18.4M12026-06-30
Sequoia Financial Group, LLC$18.4M2582026-06-30
Tfc Financial Management, Inc.$18.3M122026-06-30
If Advisors, LLC$18.3M22026-06-30
Alliancebernstein LP$18.2M5172026-06-30
Riverpoint Wealth Management Holdings, LLC$17.6M42026-06-30
Blueprint Investment Partners LLC$17.5M52026-06-30
Blueprint Financial Advisors$17.4M392026-06-30
Stifel Financial Corp$17.1M02026-06-30
US Bancorp$17.1M02026-06-30
Savant Wealth Management$17.1M4052026-06-30
Chatham Capital Group Inc$17M02026-06-30
Integris Wealth Management, LLC$16.9M122026-06-30
Headinvest, LLC$16.9M72026-06-30
Kestra Advisory Services, LLC$16.8M1,4792026-06-30
Founders Grove Wealth Partners, LLC$16.5M22026-06-30
Intergy Private Wealth, LLC$16.5M52026-06-30
TIAA Wealth Investment Management LLC$16.4M72026-06-30
Baird Financial Group, Inc.$16.4M02026-06-30
Alesco Advisors, LLC, An Esl Company$16.4M142026-06-30
Biltmore Family Office, LLC$16.2M162026-06-30
Ima Advisory Services, Inc.$16.1M482026-06-30
D.A. Davidson & Co.$16M6892026-06-30
Amtrust Financial Services, Inc.$15.8M02026-06-30
Total Investment Management Inc$15.7M82026-06-30
Procyon$15.5M532026-06-30
Idaho Trust Co$15.5M02026-06-30
Bank of New York Mellon Corp$15.4M02026-06-30
Horizons Wealth Management$15.4M32026-03-31
Destination Wealth Management$15.4M372026-06-30
Moneywise, Inc.$15.3M02026-06-30
Kestra Private Wealth Services, LLC$15.2M2062026-06-30
Private Advisor Group, LLC$15.1M9272026-06-30
Daner Wealth Management, LLC$15M22026-06-30
Leeward Financial Partners, LLC$15M32026-06-30
Mai Capital Management$14.9M3082026-06-30
Keybank National Association/oh$14.8M02026-06-30
Fusion Family Wealth, LLC$14.6M52026-06-30
Farther Finance Advisors, LLC$14.6M3342026-06-30
Stonegate Investment Group, LLC$14.2M02025-09-30
Edelman Financial Engines$14.2M7222026-06-30
Citizens Financial Group Inc/ri$14.1M02026-06-30
Capital Planning LLC$14M52026-06-30
Gotham Asset Management, LLC$13.6M52026-06-30
Assetmark, Inc$13.6M2202026-06-30
Brighton Jones LLC$13.5M1592026-06-30
Wedmont Private Capital$13.5M122026-06-30
Allworth Financial, LP$13.5M3172026-06-30
Brown Advisory Inc$13.5M02026-06-30
Black Diamond Financial, LLC$13.4M122026-06-30
Venture Visionary Partners LLC$13.4M312026-06-30
Cornerstone Advisors Asset Management, LLC$13.3M262026-06-30
Blackston Financial Advisory Group, LLC$13.2M62026-06-30
Tarbox Family Office, Inc.$13.2M62026-06-30
Gibraltar Capital Management, Inc.$13M182026-06-30
Cranbrook Wealth Management, LLC$12.5M52026-06-30
Hb Wealth Management, LLC$12.3M1692026-06-30
Patriot Investment Management Group, Inc.$12.1M152026-06-30
Gibson Capital, LLC$12.1M52026-06-30
Bip Wealth, LLC$11.9M622026-06-30
Plancorp, LLC$11.9M522026-06-30
Tortoise Investment Management, LLC$11.9M152026-06-30
Continuum Advisory, LLC$11.8M402026-06-30
Integrated Advisors Network LLC$11.8M792026-06-30
Whittier Trust Co$11.7M02026-06-30
City Holding Co$11.5M02026-06-30
Northeast Investment Management Inc$11.3M92026-06-30
Sc&h Financial Advisors, Inc.$11.1M192026-06-30
Ledyard National Bank$11.1M02026-06-30
Chj Wealth Management$10.9M42026-06-30
Merit Financial Group, LLC$10.9M2952026-06-30
Stratos Wealth Partners, Ltd.$10.9M3862026-06-30
Apella Capital, LLC$10.9M1042026-06-30
TD Private Client Wealth LLC$10.9M5352026-06-30
Downshift Financial, LLC$10.8M32026-06-30
Glenmede Trust Co NA$10.5M62026-06-30
Constellation Wealth Advisors$10.5M152026-06-30
Mayport Wealth Management$10.3M32026-06-30
Armbruster Capital Management, Inc.$10.3M62026-06-30
Balentine LLC$10.2M182026-06-30
Transcend Capital Advisors, LLC$10.1M02026-06-30
Nwam LLC$10.1M622026-06-30
Ironwood Financial, LLC$9.9M82026-06-30
Valeo Financial Advisors, LLC$9.8M1082026-06-30
Novak & Powell Financial Services, Inc.$9.8M82026-06-30
Blb&b Advisors, LLC$9.7M202026-06-30
Councilor Wealth, LLC$9.6M102026-06-30
1900 Wealth$9.5M182026-06-30
Bank of Montreal /can$9.3M02026-06-30
Orin Green Financial, LLC$9.2M52026-06-30
Redwood Family Wealth LLC$9.2M32026-06-30
Daymark Wealth Partners, LLC$9.1M372026-06-30
Yale Capital Corp.$9.1M52026-06-30
O'Shaughnessy Asset Management, LLC$9.1M582026-06-30
Cachetech Inc.$9M32026-06-30
Fairway Wealth LLC$8.9M152026-06-30
Cary Street Partners Financial LLC$8.8M02026-06-30

The 250 largest of 1,446 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30