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Vanguard Morningstar Large-Cap ETF
VV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Jones Financial Companies
1
Jones Financial Companies
Missouri
USD 803 M +USD 789 M +8,309,914 +12,601%
Creative Planning
2
Creative Planning
Kansas
USD 421 M -USD 12.9 M -136,472 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
USD 368 M -USD 219 k -2,308 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
USD 295 M -USD 5.12 M -53,938 -2%
Bank of America
5
Bank of America
North Carolina
USD 239 M -USD 122 M -1,290,113 -34%
Morgan Stanley
6
Morgan Stanley
New York
USD 179 M -USD 62.1 M -654,077 -26%
Vanguard Group
7
Vanguard Group
Pennsylvania
USD 176 M +USD 19.6 M +206,145 +13%
UBS Group
8
UBS Group
Switzerland
USD 115 M +USD 13.5 M +142,340 +14%
Wells Fargo
9
Wells Fargo
California
USD 112 M +USD 11.5 M +121,648 +12%
Sullivan, Bruyette, Speros & Blaney
10
Sullivan, Bruyette, Speros & Blaney
Virginia
USD 101 M +USD 100 M +1,051,834 Nuevas
Transamerica Financial Advisors
11
Transamerica Financial Advisors
Florida
USD 80.5 M -USD 15.7 M -165,122 -16%
Carlson Capital Management
12
Carlson Capital Management
Minnesota
USD 60 M -USD 1.68 M -17,696 -3%
Coldstream Capital Management
13
Coldstream Capital Management
Washington
USD 45.8 M +USD 3.05 M +32,187 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 45 M +USD 4.33 M +45,585 +11%
Ballentine Partners
15
Ballentine Partners
Massachusetts
USD 42.8 M -USD 16.7 k -176 -0%
Mather Group
16
Mather Group
Illinois
USD 42.2 M +USD 16.2 M +170,248 +63%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
USD 39.5 M +USD 599 k +6,312 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
USD 39 M +USD 777 k +8,191 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 31.8 M +USD 1.42 M +14,921 +5%
Axa
20
Axa
France
USD 30.1 M – – –
Madison Investment Holdings
21
Madison Investment Holdings
Wisconsin
USD 29 M -USD 129 k -1,360 -0.4%
Kistler-Tiffany Companies
22
Kistler-Tiffany Companies
Pennsylvania
USD 27.5 M +USD 2.24 M +23,647 +9%
Verus Financial Partners
23
Verus Financial Partners
Virginia
USD 24 M +USD 2.13 M +22,478 +10%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 21.8 M -USD 905 k -9,539 -4%
JMG Financial Group
25
JMG Financial Group
Illinois
USD 20.1 M +USD 700 k +7,382 +4%
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