We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2001
Oarsman Capital
Wisconsin
$259K -$236 -1 -0.1%
BFO
2002
Biltmore Family Office
North Carolina
$259K – – –
FF
2003
Financial Futures
New Jersey
$259K +$253K +1,072 New
JSL
2004
JT Stratford LLC
Georgia
$258K +$7.08K +30 +3%
BWM
2005
Brickley Wealth Management
California
$256K +$23.1K +98 +10%
SVCP
2006
Silicon Valley Capital Partners
California
$255K +$2.83K +12 +1%
ESB
2007
Essex Savings Bank
Connecticut
$254K – – –
4FG
2008
4Thought Financial Group
New York
$253K +$472 +2 +0.2%
DI
2009
Diligent Investors
California
$253K +$17K +72 +7%
CWM
2010
ClientFirst Wealth Management
Arkansas
$253K +$260K +1,100 New
TC
2011
TownSquare Capital
Utah
$251K -$116K -493 -32%
TWM
2012
Trinity Wealth Management
Pennsylvania
$251K -$115K -486 -32%
DA
2013
Detalus Advisors
Missouri
$251K -$24.8K -105 -9%
PW
2014
Peninsula Wealth
California
$251K +$245K +1,038 New
SA
2015
SWM Advisors
Florida
$251K +$257K +1,087 New
BCP
2016
Blackhawk Capital Partners
Wisconsin
$250K – – –
CFB
2017
Cullen/Frost Bankers
Texas
$250K +$9.91K +42 +4%
SAS
2018
Sage Advisory Services
Texas
$250K +$244K +1,035 New
BIA
2019
Barry Investment Advisors
Massachusetts
$250K +$245K +1,036 New
AIP
2020
Ameritas Investment Partners
Nebraska
$249K -$10.6K -45 -4%
WE
2021
Wealth Effects
Massachusetts
$249K +$244K +1,032 New
RE
2022
RBC Europe
United Kingdom
$248K – – –
BZWA
2023
Blue Zone Wealth Advisors
California
$248K +$242K +1,027 New
LA
2024
Lifeworks Advisors
Michigan
$248K +$243K +1,029 New
EGA
2025
Eagle Global Advisors
Texas
$247K -$17.2K -73 -7%
79 80
81
82 83