We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.53B +$49.9M +342,869 +3%
Bank of America
2
Bank of America
North Carolina
$1.34B +$118M +812,954 +9%
Morgan Stanley
3
Morgan Stanley
New York
$544M -$16.6M -114,294 -3%
Wells Fargo
4
Wells Fargo
California
$495M -$2.98M -20,499 -0.5%
UBS Group
5
UBS Group
Switzerland
$460M +$8.92M +61,270 +2%
Ameriprise
6
Ameriprise
Minnesota
$296M +$17.4M +119,496 +6%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$269M -$917K -6,302 -0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$242M +$115M +786,661 +75%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$223M +$6.2M +42,566 +3%
Goldman Sachs
10
Goldman Sachs
New York
$221M -$596K -4,093 -0.2%
LPL Financial
11
LPL Financial
California
$208M +$1.76M +12,057 +0.8%
MRC
12
Millburn Ridgefield Corp
New York
$206M +$13.9M +95,559 +7%
CCA
13
Catalyst Capital Advisors
New York
$206M +$14M +96,477 +7%
CSIA
14
Charles Schwab Investment Advisory
California
$165M +$143M +985,451 +373%
TF
15
TIAA FSB
Florida
$147M +$1.14M +7,797 +0.7%
AA
16
Acorns Advisers
California
$147M +$162M +1,111,199 New
MFM
17
MD Financial Management
Ontario, Canada
$134M +$15.8M +108,865 +12%
GT
18
Glenmede Trust
Pennsylvania
$120M +$56.7M +389,315 +75%
Creative Planning
19
Creative Planning
Kansas
$120M +$760K +5,223 +0.6%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$113M -$72.3M -496,411 -37%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$106M +$14M +96,471 +14%
Wealthfront Advisers
22
Wealthfront Advisers
California
$95M +$105M +720,032 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$89M -$6.55M -44,992 -6%
M&T Bank
24
M&T Bank
New York
$81.3M -$2.01M -13,824 -2%
KIM
25
Karpus Investment Management
New York
$77.5M -$1.54M -10,601 -2%