News + Filings Key Docs Ownership
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Vanguard Mega Cap ETF (MGC)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
BANK OF AMERICA CORP /DE/
| 1,526,371 | 75,687 | 238,816,003,000 | 0.03 | |
Hist
| 06/30/2023 |
MORGAN STANLEY
| 505,921 | 8,389 | 79,156,461,000 | 0.01 | |
Hist
| 06/30/2023 |
ENVESTNET ASSET MANAGEMENT INC
| 473,923 | -128,205 | 74,149,960,000 | 0.03 | |
Hist
| 06/30/2023 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
| 532,806 | 387 | 70,543,553,000 | 19.98 | |
Hist
| 12/31/2022 |
Cadence Bank
| 441,005 | -10,611 | 68,999,641,000 | 6.01 | |
Hist
| 06/30/2023 |
PNC FINANCIAL SERVICES GROUP, INC.
| 419,881 | 3,048 | 65,694,628,000 | 0.06 | |
Hist
| 06/30/2023 |
WELLS FARGO & COMPANY/MN
| 384,452 | 37,137 | 60,151,227,000 | 0.02 | |
Hist
| 06/30/2023 |
AMERIPRISE FINANCIAL INC
| 383,030 | 4,745 | 59,913,275,000 | 0.02 | |
Hist
| 06/30/2023 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
| 415,045 | -2,622 | 59,409,541,000 | 0.66 | |
Hist
| 03/31/2023 |
UBS Group AG
| 364,675 | -10,397 | 57,057,051,000 | 0.02 | |
Hist
| 06/30/2023 |
BKD Wealth Advisors, LLC
| 314,157 | 108,526 | 49,153,065,000 | 1.44 | |
Hist
| 06/30/2023 |
LPL Financial LLC
| 293,188 | 4,742 | 41,966,895,000 | 0.03 | |
Hist
| 03/31/2023 |
Verus Financial Partners, Inc.
| 229,030 | -17,161 | 36,818,913,000 | 4.64 | |
Hist
| 06/30/2023 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
| 224,671 | -9,843 | 35,152,017,000 | 2.67 | |
Hist
| 06/30/2023 |
Orion Portfolio Solutions, LLC
| 205,544 | 198,940 | 32,159,341,000 | | |
Hist
| 06/30/2023 |
TRUIST FINANCIAL CORP
| 222,463 | -94,572 | 29,454,076,000 | 0.05 | |
Hist
| 12/31/2022 |
IEQ CAPITAL, LLC
| 172,831 | 53,846 | 27,041,096,000 | 0.55 | |
Hist
| 06/30/2023 |
Brinker Capital Investments, LLC
| 201,432 | 201,432 | 26,669,661,000 | 0.53 | |
Hist
| 12/31/2022 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
| 183,703 | 2,980 | 26,295,247,000 | 9.83 | |
Hist
| 03/31/2023 |
Rockefeller Capital Management L.P.
| 155,915 | 20,221 | 24,394,612,000 | 0.09 | |
Hist
| 06/30/2023 |
Raymond James Financial Services Advisors, Inc.
| 177,737 | -33,066 | 23,532,276,000 | 0.05 | |
Hist
| 12/31/2022 |
ROYAL BANK OF CANADA
| 149,509 | 11,187 | 23,391,000,000 | 0.01 | |
Hist
| 06/30/2023 |
Apella Capital, LLC
| 153,613 | 31,527 | 23,329,177,000 | 1.65 | |
Hist
| 09/30/2023 |
ProVise Management Group, LLC
| 115,433 | -53,260 | 18,060,649,000 | | |
Hist
| 06/30/2023 |
EXENCIAL WEALTH ADVISORS, LLC
| 105,198 | 105,198 | 16,459,247,000 | 0.76 | |
Hist
| 06/30/2023 |
RAYMOND JAMES & ASSOCIATES
| 121,420 | -4,337 | 16,076,678,000 | 0.01 | |
Hist
| 12/31/2022 |
Black Diamond Financial, LLC
| 107,166 | -2,650 | 15,339,688,000 | 5.04 | |
Hist
| 03/31/2023 |
ADVISOR GROUP HOLDINGS, INC.
| 79,765 | -19,206 | 12,480,265,000 | | |
Hist
| 06/30/2023 |
American Investment Services, Inc.
| 76,028 | 36 | 11,895,338,000 | 2.41 | |
Hist
| 06/30/2023 |
Quantitative Advantage, LLC
| 82,035 | 2,200 | 11,742,506,000 | 1.70 | |
Hist
| 03/31/2023 |
COZAD ASSET MANAGEMENT INC
| 76,267 | 1,320 | 10,916,858,000 | 1.45 | |
Hist
| 03/31/2023 |
Cetera Advisor Networks LLC
| 68,631 | 6,344 | 9,823,909,000 | 0.07 | |
Hist
| 03/31/2023 |
Keel Point, LLC
| 60,459 | 3,030 | 9,459,378,000 | 1.26 | |
Hist
| 06/30/2023 |
Baird Financial Group, Inc.
| 52,026 | 250 | 8,139,988,000 | 0.02 | |
Hist
| 06/30/2023 |
HB Wealth Management, LLC
| 51,417 | 293 | 8,044,742,000 | 0.13 | |
Hist
| 06/30/2023 |
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