VV Institutional Ownership
Vanguard Morningstar Large-Cap ETF
1W: -0.2%
1M: +0.8%
3M: +2.6%
YTD: +12.6%
1Y: +14.9%
3Y: +86.7%
5Y: +80.7%
$355.00
+2.59 (+0.73%)
Weekly Expected Move ±1.5%
$344
$350
$355
$360
$366
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VV
1,427
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
37B
Total Invested
120
New Positions
407
Increased
500
Reduced
46
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1492 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 19,222,366 | 6.8B | +557,901 | +3.0% | 26Q | SEC ↗ |
| 2 | Creative Planning | 12,039,581 | 4.3B | -222,950 | -1.8% | 59Q | SEC ↗ |
| 3 | National Mutual Insurance Federation o | 6,543,317 | 2.3B | — | +0.0% | 35Q | SEC ↗ |
| 4 | UBS Group AG | 4,070,787 | 1.4B | +23,274 | +0.6% | 47Q | SEC ↗ |
| 5 | Vanguard Global Advisers, LLC | 4,017,275 | 1.4B | +12,938 | +0.3% | 2Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,831,461 | 1.0B | -10,151 | -0.4% | 75Q | SEC ↗ |
| 7 | MORGAN STANLEY | 2,733,000 | 970M | +43,879 | +1.6% | 60Q | SEC ↗ |
| 8 | Johnson Financial Group, LLC | 2,712,195 | 963M | +156,238 | +6.1% | 31Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 2,469,480 | 877M | -220,096 | -8.2% | 15Q | SEC ↗ |
| 10 | PNC Financial Services Group, Inc. | 2,259,085 | 802M | +156,339 | +7.4% | 15Q | SEC ↗ |
| 11 | Sixth Street Partners Management Compa NEW | 1,875,177 | 666M | — | +0.0% | 1Q | SEC ↗ |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,875,177 | 666M | +36,279 | +2.0% | 15Q | SEC ↗ |
| 13 | FMR LLC | 1,515,972 | 538M | -17,074 | -1.1% | 66Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1,507,023 | 535M | -33,163 | -2.2% | 76Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 1,451,904 | 515M | +13,287 | +0.9% | 90Q | SEC ↗ |
| 16 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,429,481 | 507M | +59,791 | +4.4% | 35Q | SEC ↗ |
| 17 | Wealthquest Corp | 1,272,808 | 452M | +32,141 | +2.6% | 25Q | SEC ↗ |
| 18 | Capital Asset Advisory Services LLC | 1,017,512 | 361M | -20,134 | -1.9% | 23Q | SEC ↗ |
| 19 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 1,014,136 | 360M | — | +0.0% | 1Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 901,199 | 320M | +56,337 | +6.7% | 16Q | SEC ↗ |
| 21 | Pathstone Holdings, LLC | 831,081 | 295M | -5,477 | -0.7% | 11Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 792,396 | 281M | -602 | -0.1% | 67Q | SEC ↗ |
| 23 | Voya Financial Advisors, Inc. | 783,877 | 278M | +55,710 | +7.7% | 38Q | SEC ↗ |
| 24 | LPL Financial LLC | 777,376 | 276M | +31,447 | +4.2% | 54Q | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 734,110 | 261M | -4,445 | -0.6% | 31Q | SEC ↗ |
| 26 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 626,682 | 222M | -13,584 | -2.1% | 4Q | SEC ↗ |
| 27 | Mariner, LLC | 582,014 | 207M | -21,933 | -3.6% | 40Q | SEC ↗ |
| 28 | Wealthspire Advisors, LLC | 530,162 | 188M | -277,621 | -34.4% | 29Q | SEC ↗ |
| 29 | Cresset Asset Management, LLC | 526,292 | 187M | -2,909 | -0.5% | 31Q | SEC ↗ |
| 30 | Bleakley Financial Group, LLC | 524,913 | 186M | -4,443 | -0.8% | 15Q | SEC ↗ |
| 31 | Focus Partners Wealth | 522,651 | 186M | -10,163 | -1.9% | 11Q | SEC ↗ |
| 32 | RAYMOND JAMES FINANCIAL INC | 519,808 | 185M | -246,747 | -32.2% | 7Q | SEC ↗ |
| 33 | James J. Burns & Company, LLC | 484,908 | 172M | -6,960 | -1.4% | 16Q | SEC ↗ |
| 34 | Catalyst Capital Advisors LLC | 456,076 | 162M | +10,946 | +2.5% | 40Q | SEC ↗ |
| 35 | Millburn Ridgefield LLC /DE | 456,076 | 162M | +10,946 | +2.5% | 39Q | SEC ↗ |
| 36 | COLDSTREAM CAPITAL MANAGEMENT INC | 440,838 | 156M | -2,675 | -0.6% | 15Q | SEC ↗ |
| 37 | AlphaCore Capital LLC | 440,832 | 156M | +27,526 | +6.7% | 6Q | SEC ↗ |
| 38 | BlackRock, Inc. | 438,403 | 156M | +120,084 | +37.7% | 8Q | SEC ↗ |
| 39 | Mason & Associates, LLC | 434,857 | 154M | +5,792 | +1.3% | 9Q | SEC ↗ |
| 40 | GeoWealth Management, LLC | 434,122 | 154M | +8,700 | +2.0% | 10Q | SEC ↗ |
| 41 | Garde Capital, Inc. | 430,875 | 153M | -22 | -0.0% | 49Q | SEC ↗ |
| 42 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 416,066 | 148M | -18,783 | -4.3% | 2Q | SEC ↗ |
| 43 | Cetera Investment Advisers | 396,398 | 141M | +4,029 | +1.0% | 24Q | SEC ↗ |
| 44 | Baltimore-Washington Financial Advisor | 387,417 | 138M | +2,401 | +0.6% | 51Q | SEC ↗ |
| 45 | Ballentine Partners, LLC | 378,686 | 134M | -1,926 | -0.5% | 73Q | SEC ↗ |
| 46 | Heartwood Wealth Advisors LLC | 377,107 | 134M | +12,560 | +3.4% | 27Q | SEC ↗ |
| 47 | FIFTH THIRD BANCORP | 354,534 | 126M | -7,162 | -2.0% | 26Q | SEC ↗ |
| 48 | GOLDMAN SACHS GROUP INC | 350,637 | 124M | +2,264 | +0.6% | 15Q | SEC ↗ |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 344,334 | 122M | -38,926 | -10.2% | 35Q | SEC ↗ |
| 50 | Truepoint, Inc. | 339,923 | 121M | -12,367 | -3.5% | 20Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,875,177 | 666M |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,014,136 | 360M |
| Janney Montgomery Scott LLC | 97,994 | 35M |
| PARK AVENUE SECURITIES LLC | 23,502 | 8M |
| Coppell Advisory Solutions LLC | 22,639 | 8M |
| RETIREMENT CAPITAL STRATEGIES | 19,055 | 7M |
| J.W. COLE ADVISORS, INC. | 15,603 | 6M |
| IFG Advisory, LLC | 15,141 | 5M |
| Evanson Financial, LLC | 15,082 | 5M |
| Global Retirement Partners, LLC | 12,638 | 4M |
| Jump Financial, LLC | 10,995 | 4M |
| FIDELIS CAPITAL PARTNERS, LLC | 8,280 | 3M |
| Vident Advisory, LLC | 6,765 | 2M |
| KM Capital Management Ltd. | 6,010 | 2M |
| Portside Wealth Group, LLC | 5,336 | 2M |
| Thomasville National Bank | 5,251 | 2M |
| EARNED WEALTH ADVISORS, LLC | 4,987 | 2M |
| AlTi Global, Inc. | 4,053 | 1M |
| Diversify Advisory Services, LLC | 3,704 | 1M |
| Johnson Bixby & Associates, LLC | 3,501 | 1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Henson-Edgewater Management, LLC | 207,702 | 74M |
| TWO SIGMA INVESTMENTS, LP | 117,760 | 42M |
| TBH Global Asset Management, LLC | 53,552 | 19M |
| BANK HAPOALIM BM | 47,700 | 17M |
| SAWGRASS ASSET MANAGEMENT LLC | 22,925 | 8M |
| Elevation Capital Advisory, LLC | 14,289 | 5M |
| Ascentis Independent Advisors | 10,959 | 4M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 10,393 | 4M |
| Retireful, LLC | 7,027 | 2M |
| Net Worth Advisory Group | 5,925 | 2M |
| INVESTMENT COUNSEL CO OF NEVADA | 5,208 | 2M |
| Southland Equity Partners LLC | 5,191 | 2M |
| Berkshire Money Management, Inc. | 4,420 | 2M |
| Austin Wealth Management, LLC | 3,650 | 1M |
| KWMG, LLC | 3,477 | 1M |
| Marshall Financial Group, LLC | 3,467 | 1M |
| TUDOR INVESTMENT CORP ET AL | 2,827 | 1M |
| Wells Financial Advisors INC | 2,770 | 983K |
| ANDERSON HOAGLAND & CO | 2,584 | 917K |
| WEALTH ALLIANCE, LLC | 2,539 | 901K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +557,901 | +3.0% | 19,222,366 |
| PNC Financial Services Group, Inc. | +156,339 | +7.4% | 2,259,085 |
| Johnson Financial Group, LLC | +156,238 | +6.1% | 2,712,195 |
| BlackRock, Inc. | +120,084 | +37.7% | 438,403 |
| Sanctuary Advisors, LLC | +92,491 | +415.6% | 114,745 |
| Atria Investments, Inc | +69,243 | +6903.6% | 70,246 |
| MONETA GROUP INVESTMENT ADVISORS LL | +59,791 | +4.4% | 1,429,481 |
| AMERIPRISE FINANCIAL INC | +56,337 | +6.7% | 901,199 |
| Voya Financial Advisors, Inc. | +55,710 | +7.7% | 783,877 |
| Quantinno Capital Management LP | +54,370 | +46.5% | 171,408 |
| OSAIC HOLDINGS, INC. | +49,132 | +22.9% | 263,572 |
| MORGAN STANLEY | +43,879 | +1.6% | 2,733,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +36,279 | +2.0% | 1,875,177 |
| MML INVESTORS SERVICES, LLC | +36,195 | +14.1% | 293,637 |
| Wealthquest Corp | +32,141 | +2.6% | 1,272,808 |
| LPL Financial LLC | +31,447 | +4.2% | 777,376 |
| Savant Capital, LLC | +28,189 | +114.2% | 52,882 |
| TRUST POINT INC. | +27,795 | +14.4% | 220,883 |
| AlphaCore Capital LLC | +27,526 | +6.7% | 440,832 |
| UBS Group AG | +23,274 | +0.6% | 4,070,787 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Wealthspire Advisors, LLC | -277,621 | -34.4% | 530,162 |
| RAYMOND JAMES FINANCIAL INC | -246,747 | -32.2% | 519,808 |
| Creative Planning | -222,950 | -1.8% | 12,039,581 |
| BANK OF AMERICA CORP /DE | -220,096 | -8.2% | 2,469,480 |
| IMA Advisory Services, Inc. | -216,752 | -82.0% | 47,559 |
| Equitable Holdings, Inc. | -174,207 | -53.8% | 149,692 |
| UBS AM, a distinct business unit of | -114,660 | -27.6% | 300,897 |
| Lido Advisors, LLC | -81,424 | -41.9% | 112,873 |
| IEQ CAPITAL, LLC | -54,772 | -34.6% | 103,393 |
| COMMONWEALTH EQUITY SERVICES, LLC | -38,926 | -10.2% | 344,334 |
| Corient Private Wealth LP | -37,062 | -16.9% | 181,940 |
| WOODARD & CO ASSET MANAGEMENT GROUP | -34,957 | -30.0% | 81,738 |
| ENVESTNET ASSET MANAGEMENT INC | -33,163 | -2.2% | 1,507,023 |
| Systelligence, LLC | -30,600 | -85.4% | 5,234 |
| &PARTNERS | -30,382 | -27.9% | 78,507 |
| SIGNATUREFD, LLC | -27,313 | -16.0% | 143,737 |
| Addis & Hill, Inc | -23,864 | -11.3% | 187,371 |
| Clearstead Advisors, LLC | -23,773 | -50.0% | 23,734 |
| Transamerica Financial Advisors, LL | -22,303 | -10.3% | 194,320 |
| Mariner, LLC | -21,933 | -3.6% | 582,014 |