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
$1.04B +$72.3M +681,615 +8%
Bank of America
2
Bank of America
North Carolina
$466M +$26.8M +252,166 +6%
Morgan Stanley
3
Morgan Stanley
New York
$224M +$11M +103,859 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$211M -$5.88M -55,451 -3%
LNC
5
Lincoln National Corp
Pennsylvania
$202M -$13.3M -125,087 -6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$183M -$5.08M -47,922 -3%
UBS Group
7
UBS Group
Switzerland
$150M +$5.34M +50,351 +4%
Ameriprise
8
Ameriprise
Minnesota
$71M +$24M +226,263 +52%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$58.1M +$5.86M +55,241 +11%
Wells Fargo
10
Wells Fargo
California
$55.6M +$11.4M +107,089 +26%
BPA
11
Beacon Pointe Advisors
California
$52M +$1.69M +15,919 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$49.8M +$1.11M +10,420 +2%
HighTower Advisors
13
HighTower Advisors
Illinois
$46.2M -$1.79M -16,830 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$43.8M +$9.62M +90,674 +29%
SFA
15
Sequoia Financial Advisors
Ohio
$43.6M +$3.41M +32,107 +9%
BDF
16
Black Diamond Financial
Maryland
$43.3M +$4.49M +42,323 +12%
LPL Financial
17
LPL Financial
California
$42.8M +$7.74M +72,997 +22%
MFG
18
Merit Financial Group
Georgia
$32.2M +$31.8M +299,636 New
CA
19
CSM Advisors
Pennsylvania
$28.2M +$27.8M +262,491 New
NRA
20
NSI Retail Advisors
Pennsylvania
$28.2M +$27.8M +262,491 New
BIA
21
BHK Investment Advisors
Alabama
$25.5M -$1.1M -10,372 -4%
GA
22
Greytown Advisors
Florida
$25.4M -$1.22M -11,530 -5%
ZC
23
Zeit Capital
Colorado
$25.1M -$927K -8,740 -4%
SC
24
Savant Capital
Illinois
$25.1M -$608K -5,731 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$24.1M +$642K +6,051 +3%