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
$2.18B +$43.4M +312,445 +2%
Bank of America
2
Bank of America
North Carolina
$638M +$28.2M +202,615 +5%
Morgan Stanley
3
Morgan Stanley
New York
$421M -$3.1M -22,331 -0.7%
Ameriprise
4
Ameriprise
Minnesota
$314M +$25.1M +180,383 +9%
UBS Group
5
UBS Group
Switzerland
$254M +$6.31M +45,410 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$184M -$469K -3,373 -0.3%
MFG
7
Merit Financial Group
Georgia
$178M +$59.8M +429,853 +52%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$173M +$461K +3,314 +0.3%
LPL Financial
9
LPL Financial
California
$151M -$1.67M -11,983 -1%
Wells Fargo
10
Wells Fargo
California
$142M +$5.4M +38,850 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$118M -$2.57M -18,505 -2%
BDF
12
Black Diamond Financial
Maryland
$110M +$2.35M +16,883 +2%
VIA
13
Vantagepoint Investment Advisers
District of Columbia
$107M -$10.9M -78,177 -9%
Raymond James Financial
14
Raymond James Financial
Florida
$101M -$16.6M -119,157 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$94.7M +$2.79M +20,097 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$84.3M +$6.05M +43,482 +8%
SFA
17
Sequoia Financial Advisors
Ohio
$79.9M -$2.76M -19,831 -3%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$66.9M +$132K +949 +0.2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$56.2M +$70.1K +504 +0.1%
PCG
20
Prosperity Consulting Group
Maryland
$52.2M +$10M +72,035 +24%
PIA
21
Petredis Investment Advisors
Pennsylvania
$51.3M -$286K -2,058 -0.6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$50.7M +$2.95M +21,208 +6%
Stifel Financial
23
Stifel Financial
Missouri
$49.7M +$3.38M +24,277 +7%
PWM
24
Praetorian Wealth Management
California
$49.3M +$1.82M +13,086 +4%
KAS
25
Kestra Advisory Services
Texas
$48.3M +$1.46M +10,476 +3%