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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$922M -$7.26M -27,327 -0.8%
Bank of America
2
Bank of America
North Carolina
$419M -$8.47M -31,879 -2%
NYLIM
3
New York Life Investment Management
New York
$200M -$3.66M -13,779 -2%
VIA
4
Vantagepoint Investment Advisers
District of Columbia
$173M -$4.62M -17,394 -3%
Morgan Stanley
5
Morgan Stanley
New York
$161M -$1.49M -5,599 -0.9%
Wells Fargo
6
Wells Fargo
California
$156M -$3.53M -13,297 -2%
LIM
7
Leavell Investment Management
Alabama
$139M +$782K +2,942 +0.6%
UBS Group
8
UBS Group
Switzerland
$126M -$1.3M -4,902 -1%
LPL Financial
9
LPL Financial
California
$122M -$5.16M -19,410 -4%
PA
10
Procyon Advisors
Connecticut
$121M +$273K +1,026 +0.2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$119M -$792K -2,981 -0.7%
HNB
12
Huntington National Bank
Ohio
$112M -$7.08M -26,636 -6%
Ameriprise
13
Ameriprise
Minnesota
$99.8M -$5.97M -22,476 -6%
Raymond James Financial
14
Raymond James Financial
Florida
$94M -$1.51M -5,696 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$81.9M +$1.98M +7,471 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$78.8M +$2.24M +8,421 +3%
SWRP
17
Summit Wealth & Retirement Planning
California
$59.4M +$453K +1,705 +0.8%
AC
18
Apella Capital
Connecticut
$57.9M -$1.56M -5,855 -3%
VFP
19
Verus Financial Partners
Virginia
$55.1M -$65.3K -246 -0.1%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$52.3M -$320K -1,206 -0.6%
KAS
21
Kestra Advisory Services
Texas
$48.9M +$35.2M +132,418 +285%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$47.4M -$558K -2,102 -1%
Truist Financial
23
Truist Financial
North Carolina
$46.5M -$1.63M -6,118 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$45.3M -$2.19M -8,247 -5%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$43.5M +$1.31M +4,933 +3%