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
$1.17B +$19M +185,969 +2%
Bank of America
2
Bank of America
North Carolina
$440M -$43.1M -422,063 -9%
Morgan Stanley
3
Morgan Stanley
New York
$247M -$134K -1,307 -0.1%
LNC
4
Lincoln National Corp
Pennsylvania
$184M +$4.43M +43,367 +2%
UBS Group
5
UBS Group
Switzerland
$171M -$4.08M -39,898 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$169M -$1.08M -10,588 -0.6%
Cerity Partners
7
Cerity Partners
New York
$149M -$7.05K -69 -2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$142M -$175K -1,715 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$90.8M +$12.4M +121,578 +16%
LPL Financial
10
LPL Financial
California
$59.7M +$127K +1,239 +0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$59.3M -$5.84M -57,155 -9%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$54.7M +$970K +9,492 +2%
BDF
13
Black Diamond Financial
Maryland
$52.9M +$4.07M +39,815 +8%
Wells Fargo
14
Wells Fargo
California
$52.5M -$2.91M -28,437 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$51.8M +$883K +8,639 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$46.3M +$3.41M +33,357 +8%
SFA
17
Sequoia Financial Advisors
Ohio
$45.6M +$919K +8,993 +2%
RJA
18
Raymond James & Associates
Florida
$45.3M -$2.4M -23,525 -5%
BPA
19
Beacon Pointe Advisors
California
$37.1M -$3.16M -30,879 -8%
SVCP
20
Silicon Valley Capital Partners
California
$35.5M +$2.48M +24,301 +7%
PIA
21
Petredis Investment Advisors
Pennsylvania
$33.8M +$7.01M +68,570 +26%
BWP
22
BSW Wealth Partners
Colorado
$28.9M +$776K +7,589 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$27.7M -$305K -2,982 -1%
MML Investors Services
24
MML Investors Services
Massachusetts
$27.4M -$2.89M -28,249 -9%
MWA
25
MFA Wealth Advisors
Pennsylvania
$25.3M +$708K +6,932 +3%