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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.6B +$850M +2,913,657 +6%
Betterment LLC
2
Betterment LLC
New York
$7.82B -$200M -686,806 -2%
Wealthfront Advisers
3
Wealthfront Advisers
California
$4.53B +$139M +475,081 +3%
Bank of America
4
Bank of America
North Carolina
$3.82B +$173M +593,231 +5%
LPL Financial
5
LPL Financial
California
$3.74B -$25.8M -88,438 -0.7%
Morgan Stanley
6
Morgan Stanley
New York
$3.72B +$61.1M +209,242 +2%
WI
7
WealthNavi Inc
Japan
$3.22B -$76M -260,565 -2%
Northern Trust
8
Northern Trust
Illinois
$2.72B -$41.3M -141,613 -1%
AF
9
Allworth Financial
California
$2.42B -$103M -353,988 -4%
HWM
10
HB Wealth Management
Georgia
$2.18B +$11.6M +39,815 +0.5%
Creative Planning
11
Creative Planning
Kansas
$1.92B -$60.2M -206,415 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.86B +$23.8M +81,553 +1%
BP
13
Ballentine Partners
Massachusetts
$1.71B -$8.25M -28,284 -0.5%
Wells Fargo
14
Wells Fargo
California
$1.71B +$43.8M +150,007 +3%
UBS Group
15
UBS Group
Switzerland
$1.23B -$5.4M -18,498 -0.4%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$1.23B +$80M +274,055 +7%
NAM
17
Nissay Asset Management
Japan
$1.16B
JP Morgan Chase
18
JP Morgan Chase
New York
$1.06B +$50.9M +174,568 +5%
EP
19
Essential Planning
New Hampshire
$940M +$925M +3,171,310 +6,101%
SFA
20
Sequoia Financial Advisors
Ohio
$930M +$66.2M +226,887 +8%
Raymond James Financial
21
Raymond James Financial
Florida
$886M +$892M +3,058,208 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$793M +$32.8M +112,303 +4%
NMIFOAC
23
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$779M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$751M -$10.9M -37,209 -1%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$706M -$6.49M -22,231 -0.9%