VANGUARD TOTAL STOCK MKT ETF - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$115.44B	-	2,718	-
2024-09-30	$121.04B	+4.8%	2,784	+2.4%
2024-12-31	$137.09B	+13.3%	2,173	-21.9%

Institution	Value	Shares	% of Portfolio
CABOT-WELLINGTON, LLC	$204.3M	705K	77.7%
SHADE TREE ADVISORS LLC	$68.3M	235K	68.9%
AEGON USA INVESTMENT MANAGEMENT, LLC	$88.0M	303K	67.4%
RAINWATER CHARITABLE FOUNDATION	$89.2M	307K	59.7%
EBOR CHARITABLE TRUST	$27.5M	94K	58.3%
SYMETRA INVESTMENT MANAGEMENT CO	$232.5M	802K	57.6%
GIBSON CAPITAL, LLC	$263.7M	910K	53.9%
CARL STUART INVESTMENT ADVISOR, INC	$94.2M	325K	50.3%
SUNESIS ADVISORS, LLC	$78.1M	269K	47.5%
AGILIS PARTNERS LLC	$140.5M	484K	42.3%
INDEPENDENT ORDER OF FORESTERS	$62.0M	213K	41.7%
AXOS INVEST INC.	$56.7M	195K	41.3%
UNIVERSITY OF MASSACHUSETTS FOUNDATION, INC.	$75.3M	259K	40.5%
STASH INVESTMENTS, LLC	$70.7M	243K	39.9%
KMT WEALTH MANAGEMENT, LLC	$48.8M	168K	39.1%
LHM, INC.	$122.2M	421K	38.9%
VISTA CAPITAL PARTNERS, INC.	$329.1M	1,135K	38.3%
WEALTHNAVI INC.	$3220.2M	11,111K	37.4%
BOSTON STANDARD WEALTH MANAGEMENT, LLC	$192.0M	662K	37.3%
UNCONVENTIONAL INVESTOR, LLC	$61.1M	210K	36.9%
MAGNOLIA WEALTH MANAGEMENT, LLC	$51.7M	178K	35.9%
BRIAUD FINANCIAL PLANNING, INC	$86.6M	298K	35.3%
MALLINI COMPLETE FINANCIAL PLANNING LLC	$36.3M	125K	34.4%
OAKWELL PRIVATE WEALTH MANAGEMENT, LLC	$122.3M	421K	34.3%
INTREPID FAMILY OFFICE LLC	$31.9M	110K	33.2%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
SMI	US	VANECK HIP SUSTAINABLE MUNI	0.200	2	10
FPAG	US	FPA GLOBAL EQUITY ETF NEW	0.200	4	20
WBIG	US	WBI BULLBEAR YIELD 3000 ETF	0.182	2	11
HIDE	US	ALPHA ARC HIGH INF & DEF ETF	0.182	2	11
DFEM	US	DIMENSIONAL EMERGING MARKETS	0.181	52	288
WBIF	US	WBI BULLBEAR VALUE 3000 ETF	0.167	2	12
BSVO	US	EA BRIDGEWAY OMNI SM-CP VAL	0.159	11	69
WBIL	US	WBI BULLBEAR QUALITY 3000 ET	0.154	2	13
VEA	US	VANGUARD FTSE DEVELOPED ETF	0.143	236	1650
BND	US	VANGUARD TOTAL BOND MARKET	0.141	160	1134
AAPL	US	APPLE INC	0.141	556	3956
DFIC	US	DIMENSIONAL INTERNATIONAL CO	0.137	44	322
VCRB	US	VANGUARD CORE BOND ETF	0.136	9	66
VOO	US	VANGUARD S&P 500 ETF	0.136	313	2296
DFSD	US	DIMENSIONAL SHORT DURATION	0.136	32	235
VXUS	US	VANGUARD TOTAL INTL STOCK	0.131	119	908
AVUV	US	AVANTIS US SMALL CAP VALUE	0.130	72	553
DFAC	US	DIMENSIONAL US CORE EQUITY 2	0.125	89	712
IVV	US	ISHARES CORE S&P 500 ETF	0.123	306	2481
DFSV	US	DIMENSIONAL US SMALL CAP VAL	0.123	36	293
VTV	US	VANGUARD VALUE ETF	0.123	198	1616
DFLV	US	DIM US LARGE CAP VALUE ETF	0.122	24	197
EAGL	US	EAGLE CAPITAL SELECT EQTY	0.120	3	25
DUSB	US	DIMENSION ULTRASHORT FI ETF	0.119	8	67
MSFT	US	MICROSOFT CORP	0.118	492	4177