VV · VANGUARD LARGE-CAP INDEX FUND · Holdings ETF

$354.32 +0.98 (+0.28%)

Volume · Oct 20 205.07K Avg daily vol (3M) 226.65K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 306

Total Value: $1,377,520,401

Total Shares: 3,915,079

Showing 1–100 of 306 holdings by value · page 1 of 4

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 306 13F filers · Δ vs Jun 30, 2026

Top Holder

9.6%

−8.3 pts

Top 5

27.3%

−15.4 pts

Top 10

39.7%

−15.1 pts

HHI

255

Broadly held−309

Who Holds VV

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,376 filers, like-for-like change +0.9%; actively managed books +0.9%; index-like books +1.8%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	46.6%	973	+0.7%	74	31
Exempt adviser	0.0%	1	new	1	0
Adviser	1.0%	11	+17.0%	2	4
Bank	11.5%	32	0.0%	2	1
Insurer	0.0%	1	0.0%	0	0
Broker-dealer	0.7%	1	+4.2%	0	0
Benefit plan	0.0%	1	0.0%	0	0
Non-US	0.0%	2	+65.5%	0	0
Holding company	5.1%	8	+0.4%	1	0
Unknown	35.1%	346	+1.1%	24	7

Style	Share	Filers	Change	New	Exited
Index-like	3.9%	10	+1.8%	1	0
Systematic-like	0.0%	5	-85.7%	3	2
Concentrated	46.3%	655	+1.0%	44	20
Diversified active	49.8%	706	+1.0%	56	21
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	89.1%	1,064	+1.0%	69	23
Medium turnover	5.6%	166	+2.4%	22	12
High turnover	0.0%	20	-79.1%	5	3
Unknown	5.3%	126	+0.9%	8	5
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	5.2%	120	+1.1%	9	5
Medium horizon	7.2%	321	+13.7%	31	14
Long horizon	86.8%	911	+0.3%	61	18
Unknown	0.8%	24	-24.6%	3	6
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	9.0%	754	+0.3%	61	29
$1B to $10B	16.9%	477	+6.6%	34	6
$10B to $100B	17.5%	105	-1.4%	6	6
$100B or more	56.6%	40	+0.2%	3	2
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	39.0%	894	+1.5%	68	24
Pooled investment vehicles	3.8%	2	-2.3%	0	2
Registered funds and BDCs	2.2%	11	+2.0%	2	4
Pension and profit sharing plans	0.4%	13	+0.5%	0	0
Insurance companies	0.0%	2	+39.3%	0	0
Charitable organizations	0.0%	3	-10.9%	1	0
Governments and sovereign funds	0.3%	2	+1.0%	0	0
Banks and thrifts	0.0%	1	0.0%	0	0
Corporations	0.0%	1	0.0%	0	0
Other investment advisers	0.1%	11	+75.0%	1	0
Other	0.0%	3	+19.9%	0	0
Diversified	0.7%	28	-28.1%	2	1
Unknown	53.5%	405	+1.2%	30	12

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.7%	39	-13.9%	5	3
Private equity funds	15.1%	36	-0.8%	1	2
Venture capital funds	0.0%	3	-13.7%	0	1
Real estate funds	1.3%	15	+0.3%	0	0
Securitized asset funds	0.3%	2	-27.4%	0	0
Other private funds	1.7%	34	+0.2%	2	2
Mixed private funds	0.1%	8	+10.9%	0	0
Private funds, type not stated	0.5%	13	+10.6%	2	0
No private funds	26.9%	824	+2.3%	65	23
Unknown	53.4%	402	+1.1%	29	12

Location	Share	Filers	Change	New	Exited
United States	88.8%	1,356	+1.0%	102	41
Outside the US	11.2%	20	+0.1%	2	2

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 14 holders with no observed 2026-03-31 13F and 20 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd.

Conviction and Crowding

1,376 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

1,065

77.4% of filers hold it in their top 10

Mar 31, 2026: 420

Holders above 5%

median weight 0.104%

Mar 31, 2026: 37

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

54.8%

of 13F shares, Herfindahl 0.056

Active holders

+0.9%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 22.3 quarters

Under 1 year 7.19% 1 to 3 years 7.78% 3 years or more 85.0% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net sellers of $288,884 (1 buying, 1 selling).

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

103

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -1,074

Institutional value: -96.3%

Shares held: -96.4%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Blue Trust, Inc.	+30,602	31,653
Small Investors Research Corp	+5,812	68,738
Micro Box Hill Private Wealth LLC	+5,071	64,323
Mid ASPIRIANT, LLC	+4,102	18,917
Large Farther Finance Advisors, LLC	+3,733	46,101

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small RIVERSEDGE ADVISORS, LLC	−144,653	2,405
Small JUNCTURE WEALTH STRATEGIES, LLC	−20,327	161,292
Mid Acropolis Investment Management, LLC	−4,243	160,893
Small ADVOCATE GROUP LLC	−4,190	78,117
Mid CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	−4,038	6,490

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small Retireful, LLC	16,819	$5,917,765
Small West Wealth Group, LLC	4,185	$1,472,492
Mid ROCKLAND TRUST CO	2,355	$828,606
Mid Gradient Investments LLC	1,436	$505,256
Mid Y-Intercept (Hong Kong) Ltd	1,330	$467,960

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small Bison Wealth, LLC	806	$277,191
Small Beacon Financial Advisory LLC	588	$202,219
Small LifeSteps Financial, Inc.	67	$23,041

Filter: New 18 Increased 95 Reduced 103 Sold out 3 Unchanged 88

Holder type: Registered adviser 213 Exempt adviser 1 Adviser 1 Bank 3 Insurer 1 Unknown 87

Showing 100 of 306

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Heartwood Wealth Advisors LLC VV

$132,364,914

9.61%

376,197

Addis & Hill, Inc VV

$65,926,486

4.79%

187,371

Financial Planning Navigators CORP VV

$64,545,123

4.69%

183,445

JUNCTURE WEALTH STRATEGIES, LLC VV

$56,750,590

4.12%

161,292

Acropolis Investment Management, LLC VV

$56,610,202

4.11%

160,893

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VV

$47,773,137

3.47%

135,777

Koesten, Hirschmann & Crabtree, INC. VV

$43,618,844

3.17%

123,970

ADVOCATE GROUP LLC VV

$27,485,466

2.00%

78,117

MOLLER WEALTH PARTNERS VV

$26,638,563

1.93%

75,710

Atria Investments, Inc VV

$25,348,681

1.84%

72,044

KENNICOTT CAPITAL MANAGEMENT LLC VV

$24,652,018

1.79%

70,064

MB, LEVIS & ASSOCIATES, LLC VV

$24,414,167

1.77%

69,388

Investors Research Corp VV

$24,185,465

1.76%

68,738

ARCADIA INVESTMENT ADVISORS LLC VV

$23,094,730

1.68%

65,638

ATMOS ADVISORY, LLC VV

$22,915,990

1.66%

65,130

Box Hill Private Wealth LLC VV

$22,632,047

1.64%

64,323

FIRST HAWAIIAN BANK VV

$20,216,245

1.47%

57,457

Farrell Financial LLC VV

$19,634,285

1.43%

55,803

CX Institutional VV

$17,794,461

1.29%

50,574

Horizons Wealth Management VV

$17,561,185

1.27%

49,911

Intergy Private Wealth, LLC VV

$17,523,537

1.27%

49,804

Integris Wealth Management, LLC VV

$17,304,334

1.26%

49,181

CHATHAM CAPITAL GROUP, INC. VV

$17,263,872

1.25%

49,066

FOUNDERS GROVE WEALTH PARTNERS, LLC VV

$16,929,262

1.23%

48,115

Farther Finance Advisors, LLC VV

$16,220,636

1.18%

46,101

Amtrust Financial Services, Inc. VV

$16,114,730

1.17%

45,800

Capital Planning LLC VV

$14,243,943

1.03%

40,483

Wedmont Private Capital VV

$14,012,426

1.02%

39,825

Venture Visionary Partners LLC VV

$13,713,001

1.00%

38,974

CITY HOLDING CO VV

$12,949,486

0.94%

36,804

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. VV

$12,301,379

0.89%

34,962

SC&H Financial Advisors, Inc. VV

$11,387,625

0.83%

32,365

Blue Trust, Inc. VV

$11,137,108

0.81%

31,653

Apella Capital, LLC VV

$11,114,941

0.81%

31,590

Downshift Financial, LLC VV

$11,016,775

0.80%

31,311

Armbruster Capital Management, Inc. VV

$10,107,946

0.73%

28,728

Valeo Financial Advisors, LLC VV

$9,979,169

0.72%

28,362

May Barnhard Investments LLC VV

$9,903,873

0.72%

28,148

1900 WEALTH MANAGEMENT LLC VV

$9,615,708

0.70%

27,329

Sherry Group, Inc. VV

$9,127,692

0.66%

25,942

Orin Green Financial, LLC VV

$8,777,953

0.64%

24,948

Human Investing LLC VV

$7,485,960

0.54%

21,276

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Betterment LLC	777	$273,387	3.7%	Defined
Held directly	20,499	$7,212,573	96.3%	Sole

Pioneer Wealth Management Group VV

$6,804,779

0.49%

19,340

ASPIRIANT, LLC VV

$6,655,946

0.48%

18,917

Ifrah Financial Services, Inc. VV

$6,376,929

0.46%

18,124

Avior Wealth Management, LLC VV

$6,089,819

0.44%

17,308

MISSION WEALTH MANAGEMENT, LP VV

$6,072,579

0.44%

17,259

MATHER GROUP, LLC. VV

$5,976,875

0.43%

16,987

Retireful, LLC VV

$5,917,765

0.43%

16,819

Vontobel Holding Ltd. VV

$5,891,728

0.43%

16,745

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Vontobel Swiss Financial Advisers AG	16,745	$5,891,728	100.0%	Defined

Sendero Wealth Management, LLC VV

$5,861,117

0.43%

16,658

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sendero	16,658	$5,861,117	100.0%	Sole

Infinity Wealth Counsel, LLC VV

$5,767,525

0.42%

16,392

Warwick Investment Management, Inc. VV

$5,753,451

0.42%

16,352

SAX WEALTH ADVISORS, LLC VV

$5,673,933

0.41%

16,126

Objective Capital Management, LLC VV

$5,647,544

0.41%

16,051

Concurrent Investment Advisors, LLC VV

$5,551,489

0.40%

15,778

TD Waterhouse Canada Inc. VV

$5,028,288

0.37%

14,291

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	14,291	$5,028,288	100.0%	Defined

Gainplan LLC VV

$4,643,716

0.34%

13,198

Trust Co VV

$4,413,958

0.32%

12,545

SigFig Wealth Management, LLC VV

$4,358,717

0.32%

12,388

FIRST COMMUNITY TRUST NA VV

$4,357,310

0.32%

12,384

PCA Investment Advisory Services Inc. VV

$4,245,422

0.31%

12,066

SAPIENT CAPITAL LLC VV

$4,156,404

0.30%

11,813

FC Advisory LLC VV

$4,038,886

0.29%

11,479

PHILLIPS FINANCIAL MANAGEMENT, LLC VV

$3,946,701

0.29%

11,217

SHEETS SMITH WEALTH MANAGEMENT VV

$3,877,035

0.28%

11,019

Krilogy Financial LLC VV

$3,550,518

0.26%

10,091

Financial Planning Fort Collins, LLC VV

$3,453,759

0.25%

9,816

Flower City Capital VV

$3,453,407

0.25%

9,815

MLG Wealth Management DBA Pine Grove Financial Group VV

$3,416,463

0.25%

9,710

Sculati Wealth Management, LLC VV

$3,212,742

0.23%

9,131

Wiser Wealth Management, Inc VV

$3,200,075

0.23%

9,095

McClarren Financial Advisors, Inc. VV

$3,170,520

0.23%

9,011

Fortitude Advisory Group L.L.C. VV

$3,146,242

0.23%

8,942

YHB Investment Advisors, Inc. VV

$3,121,965

0.23%

8,873

Charles Schwab Trust Co VV

$3,074,817

0.22%

8,739

INDEPENDENT FINANCIAL GROUP, LLC VV

$3,039,632

0.22%

8,639

Blankinship & Foster, LLC VV

$3,007,261

0.22%

8,547

Hartmann Taylor Wealth Management, LLC VV

$2,975,595

0.22%

8,457

Stone Summit Wealth LLC VV

$2,710,652

0.20%

7,704

Retirement Planning Group, LLC VV

$2,609,671

0.19%

7,417

S.A. Mason LLC VV

$2,433,394

0.18%

6,916

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC VV

$2,377,450

0.17%

6,757

Great Point Wealth Advisors, LLC VV

$2,323,617

0.17%

6,604

Legacy Advisors, LLC VV

$2,288,080

0.17%

6,503

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. VV

$2,283,506

0.17%

6,490

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors VV

$2,262,043

0.16%

6,429

Legacy Private Trust Co. VV

$2,203,988

0.16%

6,264

DAVIDSON TRUST CO VV

$2,201,173

0.16%

6,256

AdvisorNet Financial, Inc VV

$2,141,710

0.16%

6,087

RTD Financial Advisors, Inc. VV

$2,119,896

0.15%

6,025

Asempa Wealth Advisors VV

$2,093,155

0.15%

5,949

DBK Financial Counsel, LLC VV

$2,078,729

0.15%

5,908

ORSER CAPITAL MANAGEMENT, LLC VV

$2,047,063

0.15%

5,818

Mystic Asset Management, Inc. VV

$2,039,674

0.15%

5,797

DAVENPORT & Co LLC VV

$2,028,767

0.15%

5,766

BROWN, LISLE/CUMMINGS, INC. VV

$2,024,896

0.15%

5,755

General Partner, Inc. VV

$2,005,545

0.15%

5,700

Secure Asset Management, LLC VV

$2,004,137

0.15%

5,696

B. Riley Wealth Advisors, Inc. VV

$1,975,989

0.14%

5,616

Showing the top 100 of 306 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.