We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.81B -$5.93M -33,804 -0.2%
Creative Planning
2
Creative Planning
Kansas
$2.21B +$71M +404,442 +3%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.14B -$418M -2,382,000 -27%
Bank of America
4
Bank of America
North Carolina
$546M -$8.32M -47,411 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$539M +$19M +108,064 +4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$439M +$20.1M +114,424 +5%
Morgan Stanley
7
Morgan Stanley
New York
$421M -$42M -239,256 -9%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$367M +$11.6M +66,263 +3%
UBS Group
9
UBS Group
Switzerland
$362M +$39.2M +223,383 +12%
SC
10
Samlyn Capital
New York
$355M -$10.1M -57,850 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$312M -$6.58M -37,491 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$227M -$111M -633,586 -33%
JFGLC
13
Johnson Financial Group LLC (Colorado)
Colorado
$219M +$45.6M +259,636 +26%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$180M -$13.6M -77,567 -7%
CAAS
15
Capital Asset Advisory Services
Michigan
$176M +$3.61M +20,600 +2%
PFO
16
Pathstone Family Office
New Jersey
$175M +$767K +4,370 +0.4%
Wealthfront Advisers
17
Wealthfront Advisers
California
$172M -$7.7M -43,906 -4%
Wells Fargo
18
Wells Fargo
California
$172M -$12.7M -72,275 -7%
MGIA
19
Moneta Group Investment Advisors
Missouri
$150M +$17.2M +98,213 +14%
W
20
Wealthquest
Ohio
$133M +$4.98M +28,369 +4%
CAM
21
Cresset Asset Management
Illinois
$121M -$17.8M -101,314 -13%
BFG
22
Bleakley Financial Group
New Jersey
$110M +$111M +633,724 New
CCM
23
Coldstream Capital Management
Washington
$110M +$111M +630,241 New
LPL Financial
24
LPL Financial
California
$106M +$3.56M +20,298 +3%
JWM
25
JFG Wealth Management
Colorado
$101M +$54.3M +309,769 +116%