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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$3.56B +$606M +4,120,392 +21%
LPL Financial
2
LPL Financial
California
$2.06B +$60.6M +411,652 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.88B +$96M +652,000 +5%
MFRM
4
Milliman Financial Risk Management
Illinois
$1.86B -$34.7M -235,961 -2%
Bank of America
5
Bank of America
North Carolina
$1.68B +$4.75M +32,252 +0.3%
W
6
Wealthfront
California
$1.37B +$52.3M +355,415 +4%
UBS Group
7
UBS Group
Switzerland
$1.08B +$29.6M +200,787 +3%
Morgan Stanley
8
Morgan Stanley
New York
$995M -$249M -1,694,751 -20%
Wells Fargo
9
Wells Fargo
California
$958M +$14.7M +99,815 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$716M +$113M +768,671 +19%
Northern Trust
11
Northern Trust
Illinois
$619M +$9.68M +65,778 +2%
CSIA
12
Charles Schwab Investment Advisory
California
$538M -$3.61M -24,499 -0.7%
HB
13
Homrich & Berg
Georgia
$508M +$11.5M +78,054 +2%
BP
14
Ballentine Partners
Massachusetts
$505M +$2.42M +16,476 +0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$465M +$19.1M +130,115 +4%
US Bancorp
16
US Bancorp
Minnesota
$426M -$6.98M -47,429 -2%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$418M +$1.74M +11,841 +0.4%
SCM
18
SCS Capital Management
Massachusetts
$416M +$3.44M +23,390 +0.8%
TI
19
Truepoint Inc
Ohio
$396M -$1.82M -12,364 -0.5%
WCM
20
Wealthcare Capital Management
Virginia
$392M -$29.8M -202,796 -7%
PS
21
Portfolio Solutions
Michigan
$374M -$18.8M -127,961 -5%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$343M +$3.68M +25,033 +1%
Citigroup
23
Citigroup
New York
$335M -$8.62M -58,571 -3%
MIS
24
Morningstar Investment Services
Illinois
$330M -$53.3M -361,888 -14%
Ameriprise
25
Ameriprise
Minnesota
$309M +$14.4M +97,987 +7%
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