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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.86B +$143M +764,160 +5%
Creative Planning
2
Creative Planning
Kansas
$1.95B +$369M +1,965,930 +21%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.68B
Bank of America
4
Bank of America
North Carolina
$554M -$36.6M -195,140 -6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$499M +$16.2M +86,207 +3%
Morgan Stanley
6
Morgan Stanley
New York
$454M +$48.3M +257,561 +11%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$387M +$54.7M +291,323 +15%
SC
8
Samlyn Capital
New York
$351M +$2.41M +12,843 +0.6%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$349M -$6.33M -33,722 -2%
UBS Group
10
UBS Group
Switzerland
$322M +$3.56M +18,971 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$321M -$4.36M -23,208 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$272M +$3.03M +16,135 +1%
JFGLC
13
Johnson Financial Group LLC (Colorado)
Colorado
$196M -$9.53M -50,786 -4%
Wells Fargo
14
Wells Fargo
California
$183M -$42.4M -226,141 -18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$181M -$2.37M -12,649 -1%
Wealthfront Advisers
16
Wealthfront Advisers
California
$180M +$3.58M +19,089 +2%
PFO
17
Pathstone Family Office
New Jersey
$178M +$13.4M +71,561 +7%
CAM
18
Cresset Asset Management
Illinois
$142M -$7.27M -38,742 -3%
MGIA
19
Moneta Group Investment Advisors
Missouri
$130M +$66.9M +356,395 +90%
PAG
20
Private Advisor Group
New Jersey
$124M -$34.4M -183,278 -20%
W
21
Wealthquest
Ohio
$114M -$4.22M -22,507 -3%
CCM
22
Coldstream Capital Management
Washington
$112M +$12.7M +67,808 +12%
S
23
SignatureFD
Georgia
$103M -$6.19M -32,980 -5%
LPL Financial
24
LPL Financial
California
$98.7M +$1.16M +6,167 +1%
Ameriprise
25
Ameriprise
Minnesota
$93.8M +$3.63M +19,331 +4%