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Vanguard Morningstar Mid-Cap Value ETF
VOE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 966 M +USD 24.8 M +128,320 +3%
EP Wealth Advisors
2
EP Wealth Advisors
California
USD 887 M +USD 67.5 M +348,651 +8%
AssetMark Inc
3
AssetMark Inc
California
USD 875 M +USD 18.1 M +93,434 +2%
Betterment LLC
4
Betterment LLC
New York
USD 693 M -USD 45.5 M -235,055 -6%
Jones Financial Companies
5
Jones Financial Companies
Missouri
USD 672 M +USD 47.3 M +244,414 +8%
Bank of America
6
Bank of America
North Carolina
USD 616 M +USD 14.2 M +73,647 +2%
Wells Fargo
7
Wells Fargo
California
USD 539 M +USD 7.41 M +38,283 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 450 M -USD 27.7 M -143,200 -6%
UBS Group
9
UBS Group
Switzerland
USD 304 M +USD 13.9 M +71,933 +5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
USD 284 M -USD 4.28 M -22,111 -2%
TIAA-CREF Individual & Institutional Services
11
TIAA-CREF Individual & Institutional Services
New York
USD 274 M -USD 46.6 M -240,636 -15%
Stephens Group Asset Management
12
Stephens Group Asset Management
Arkansas
USD 242 M +USD 391 k +2,020 +0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 241 M +USD 2.75 M +14,204 +1%
LPL Financial
14
LPL Financial
California
USD 230 M +USD 13.1 M +67,695 +6%
Moneta Group Investment Advisors
15
Moneta Group Investment Advisors
Missouri
USD 224 M +USD 8.79 M +45,417 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
USD 220 M +USD 1.37 M +7,067 +0.6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
USD 219 M +USD 12.3 M +63,703 +6%
Orgel Wealth Management
18
Orgel Wealth Management
Wisconsin
USD 190 M +USD 12.2 M +62,816 +7%
Ameriprise
19
Ameriprise
Minnesota
USD 149 M -USD 25 M -129,396 -15%
Stifel Financial
20
Stifel Financial
Missouri
USD 146 M +USD 7.03 M +36,321 +5%
Raymond James Financial
21
Raymond James Financial
Florida
USD 144 M +USD 1.9 M +9,846 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
USD 140 M +USD 9.21 M +47,626 +7%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
USD 129 M -USD 5.83 M -30,140 -4%
Vantagepoint Investment Advisers
24
Vantagepoint Investment Advisers
District of Columbia
USD 124 M +USD 2.71 M +14,022 +2%
Mariner
25
Mariner
Kansas
USD 122 M +USD 2.71 M +13,996 +2%
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