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Vanguard Morningstar Mega Cap ETF
MGC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Verus Financial Partners
1
Verus Financial Partners
Virginia
USD 55.8 M -USD 1.01 M -15,588 -2%
Bank of America
2
Bank of America
North Carolina
USD 30.7 M +USD 5.64 M +86,667 +23%
Brinker Capital Investments
3
Brinker Capital Investments
Pennsylvania
USD 23.9 M – – –
Wells Fargo
4
Wells Fargo
California
USD 18.7 M +USD 5.06 M +77,791 +38%
UBS
5
UBS
Switzerland
USD 16.4 M +USD 2.58 M +39,748 +19%
Ancora Advisors
6
Ancora Advisors
Ohio
USD 14.6 M – – –
Evensky & Katz
7
Evensky & Katz
Florida
USD 13.3 M -USD 175 k -2,694 -1%
BancorpSouth
8
BancorpSouth
Mississippi
USD 13 M -USD 54.7 k -841 -0.4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
USD 12.1 M +USD 123 k +1,887 +1%
Brouwer & Janachowski
10
Brouwer & Janachowski
California
USD 11.1 M +USD 2.11 M +32,446 +24%
Morgan Stanley
11
Morgan Stanley
New York
USD 9.03 M +USD 1.47 M +22,554 +20%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
USD 8.29 M -USD 207 k -3,178 -3%
Capital Advantage
13
Capital Advantage
California
USD 8.21 M +USD 7.98 M +122,675 Nuevas
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 6.1 M +USD 67.9 k +1,045 +1%
LPL Financial
15
LPL Financial
California
USD 5.9 M +USD 813 k +12,509 +17%
Bank Pictet & Cie (Europe)
16
Bank Pictet & Cie (Europe)
Germany
USD 5.44 M +USD 4.96 M +76,350 +1,527%
ICAS
17
Investors Capital Advisory Services
Massachusetts
USD 4.37 M -USD 129 k -1,989 -3%
SOL Capital Management
18
SOL Capital Management
Maryland
USD 4.12 M – – –
Phillips Financial Management
19
Phillips Financial Management
Indiana
USD 3.49 M +USD 7.41 k +114 +0.2%
JP Morgan Private Wealth Advisors
20
JP Morgan Private Wealth Advisors
California
USD 3.38 M +USD 412 k +6,330 +14%
Baker Ellis Asset Management
21
Baker Ellis Asset Management
Washington
USD 3 M -USD 2.02 k -31 -0.1%
Ameriprise
22
Ameriprise
Minnesota
USD 2.85 M +USD 19.2 k +296 +0.7%
National Planning Corporation
23
National Planning Corporation
California
USD 2.3 M +USD 135 k +2,083 +6%
American International Group
24
American International Group
New York
USD 2.16 M +USD 26.3 k +405 +1%
Credit Suisse
25
Credit Suisse
Switzerland
USD 1.94 M +USD 1.88 M +28,958 Nuevas
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