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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
$2.64B +$23.2M +127,779 +0.8%
Creative Planning
2
Creative Planning
Kansas
$2.01B +$175M +960,709 +9%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.46B -$149M -822,000 -8%
Bank of America
4
Bank of America
North Carolina
$520M -$5.99M -32,924 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$488M +$16.4M +90,483 +3%
Morgan Stanley
6
Morgan Stanley
New York
$434M +$4.15M +22,827 +0.9%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$393M +$28.5M +156,861 +7%
SC
8
Samlyn Capital
New York
$343M +$11.5M +63,449 +3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$333M +$2.45M +13,479 +0.7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$317M +$65.4M +359,672 +23%
UBS Group
11
UBS Group
Switzerland
$304M -$2.17M -11,922 -0.6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$299M -$5.7M -31,326 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$181M +$10.3M +56,412 +5%
Wells Fargo
14
Wells Fargo
California
$173M -$1.07M -5,897 -0.6%
Wealthfront Advisers
15
Wealthfront Advisers
California
$169M -$2.04M -11,239 -1%
PFO
16
Pathstone Family Office
New Jersey
$165M -$4.83M -26,570 -3%
JFGLC
17
Johnson Financial Group LLC (Colorado)
Colorado
$163M -$24.8M -136,639 -12%
CAAS
18
Capital Asset Advisory Services
Michigan
$161M +$90.4M +497,324 +103%
CAM
19
Cresset Asset Management
Illinois
$131M -$102M -561,312 -41%
W
20
Wealthquest
Ohio
$120M +$13.3M +73,148 +11%
MGIA
21
Moneta Group Investment Advisors
Missouri
$117M -$7.34M -40,384 -5%
BWFA
22
Baltimore-Washington Financial Advisors
Maryland
$100M +$56.1M +308,414 +110%
LPL Financial
23
LPL Financial
California
$96.3M +$2.92M +16,037 +3%
Ameriprise
24
Ameriprise
Minnesota
$93.4M +$4.52M +24,876 +5%
VFA
25
Voya Financial Advisors
Connecticut
$84.1M +$2.54M +13,966 +3%