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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.18B +$186M +903,819 +6%
NMIFOAC
2
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.03B – – –
Creative Planning
3
Creative Planning
Kansas
$1.95B +$196M +954,492 +11%
Bank of America
4
Bank of America
North Carolina
$711M +$4.5M +21,894 +0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$585M +$17.4M +84,902 +3%
Morgan Stanley
6
Morgan Stanley
New York
$495M -$21M -102,226 -4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$429M -$454K -2,210 -0.1%
SC
8
Samlyn Capital
New York
$422M -$15.4M -74,919 -4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$408M +$29.8M +144,983 +8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$393M -$4.13M -20,087 -1%
UBS Group
11
UBS Group
Switzerland
$386M -$574K -2,797 -0.2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$325M +$8.09M +39,372 +3%
CAM
13
Cresset Asset Management
Illinois
$292M -$13.3M -64,759 -4%
Wells Fargo
14
Wells Fargo
California
$269M +$13.7M +66,881 +5%
JFGLC
15
Johnson Financial Group LLC (Colorado)
Colorado
$247M +$3.66M +17,819 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$222M +$11.1M +54,238 +5%
Wealthfront Advisers
17
Wealthfront Advisers
California
$214M +$24M +116,881 +13%
PFO
18
Pathstone Family Office
New Jersey
$201M -$1.43M -6,951 -0.7%
PAG
19
Private Advisor Group
New Jersey
$188M +$5.59M +27,192 +3%
W
20
Wealthquest
Ohio
$151M – – –
S
21
SignatureFD
Georgia
$131M -$15M -72,871 -10%
CCM
22
Coldstream Capital Management
Washington
$121M -$1.76M -8,562 -1%
Charles Schwab
23
Charles Schwab
California
$121M +$1.81M +8,835 +2%
LPL Financial
24
LPL Financial
California
$118M +$3.58M +17,423 +3%
Ameriprise
25
Ameriprise
Minnesota
$110M +$15.8M +77,088 +17%
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