We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$246M +$19.5M +255,776 +9%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$221M +$4.4M +57,538 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$217M +$4.31M +56,370 +2%
Bank of America
4
Bank of America
North Carolina
$163M +$5.31M +69,484 +3%
Morgan Stanley
5
Morgan Stanley
New York
$131M +$1.36M +17,826 +1%
LNC
6
Lincoln National Corp
Pennsylvania
$111M -$3.38M -44,161 -3%
UBS Group
7
UBS Group
Switzerland
$83.2M -$2.14M -27,994 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$35.8M +$6.02M +78,718 +21%
LPL Financial
9
LPL Financial
California
$29.9M +$957K +12,516 +3%
RJA
10
Raymond James & Associates
Florida
$26.5M -$853K -11,158 -3%
Wells Fargo
11
Wells Fargo
California
$21.8M -$528K -6,904 -2%
HighTower Advisors
12
HighTower Advisors
Illinois
$19.7M +$1.55M +20,303 +9%
Ameriprise
13
Ameriprise
Minnesota
$18.2M +$13.6M +177,636 +317%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$16.3M +$8.53M +111,652 +116%
CA
15
Capital Advantage
California
$15.6M +$1.08M +14,127 +8%
GA
16
Greytown Advisors
Florida
$15.3M -$1.86M -24,316 -11%
BEC
17
Blue Edge Capital
Virginia
$13.3M +$586K +7,670 +7%
LIM
18
Leavell Investment Management
Alabama
$12.8M +$636K +8,326 +5%
BIA
19
BHK Investment Advisors
Alabama
$10.3M +$233K +3,054 +2%
AWM
20
Avior Wealth Management
Nebraska
$10.1M -$72.7K -951 -0.7%
KWM
21
Kingsview Wealth Management
Oregon
$9.94M +$2.82M +36,951 +41%
SC
22
Savant Capital
Illinois
$9.39M -$349K -4,568 -4%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$8.38M +$1.21M +15,773 +17%
AC
24
Alexandria Capital
Virginia
$7.77M +$242K +3,164 +3%
SCM
25
SOL Capital Management
Maryland
$7.64M +$548K +7,168 +8%