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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
26
Wealthfront
California
$56.3M +$6.77M +54,546 +14%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$51.7M +$26.3M +212,258 +113%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$49.8M +$4.51M +36,376 +10%
PP
29
Pension Partners
New York
$49.7M +$47.9M +385,653 New
VCP
30
Vista Capital Partners
Oregon
$46.5M -$517K -4,168 -1%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$39.9M +$248K +2,000 +0.7%
CSIA
32
Charles Schwab Investment Advisory
California
$39.3M -$662K -5,331 -2%
GT
33
Glenmede Trust
Pennsylvania
$38.2M +$3.86M +31,064 +12%
Stifel Financial
34
Stifel Financial
Missouri
$38M +$7.88M +63,461 +27%
IAS
35
INR Advisory Services
Pennsylvania
$36.5M +$1.74M +13,995 +5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$35.3M +$11.8M +95,393 +54%
PA
37
Pinnacle Associates
New York
$34.4M +$1.95M +15,751 +6%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$33.3M +$253K +2,037 +0.8%
Allianz Asset Management
39
Allianz Asset Management
Germany
$32.3M
MWP
40
Moller Wealth Partners
$31.8M -$1.78M -14,380 -6%
SI
41
SII Investments
Wisconsin
$29.7M -$1.09M -8,777 -4%
Vanguard Group
42
Vanguard Group
Pennsylvania
$29.2M +$26.7M +215,031 +1,883%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$28.4M +$4.93M +39,739 +22%
BPB
44
Badgley, Phelps & Bell
Washington
$28.3M +$428K +3,446 +2%
EA
45
Efficient Advisors
Ohio
$28.2M +$745K +6,003 +3%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.4M +$9.21M +74,234 +57%
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$26.2M +$476K +3,832 +2%
Citigroup
48
Citigroup
New York
$25.2M -$591K -4,763 -2%
TTWM
49
TCV Trust & Wealth Management
Virginia
$24.9M +$58.8K +474 +0.2%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$24.6M -$387K -3,120 -2%