We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.46B +$1.63B +10,871,825 +105%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.66B +$325M +2,160,175 +18%
Morgan Stanley
3
Morgan Stanley
New York
$599M +$158M +1,050,590 +25%
Wells Fargo
4
Wells Fargo
California
$404M +$10.2M +67,910 +2%
UBS Group
5
UBS Group
Switzerland
$388M -$7.81M -51,958 -2%
Ameriprise
6
Ameriprise
Minnesota
$299M -$52M -345,823 -12%
CSIA
7
Charles Schwab Investment Advisory
California
$243M +$125M +830,801 +65%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$242M +$14.8M +98,467 +5%
AA
9
Acorns Advisers
California
$241M +$38.5M +256,158 +14%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$226M -$10.8M -71,843 -4%
LPL Financial
11
LPL Financial
California
$195M -$918K -6,108 -0.4%
Goldman Sachs
12
Goldman Sachs
New York
$182M -$16.8M -111,706 -7%
GT
13
Glenmede Trust
Pennsylvania
$144M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$133M +$29.9M +198,820 +21%
TF
15
TIAA FSB
Florida
$133M -$6.62M -44,039 -4%
Creative Planning
16
Creative Planning
Kansas
$133M +$23.3M +155,051 +16%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$122M +$22M +146,332 +16%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$122M +$91.3M +607,422 +136%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$101M -$35.6M -236,825 -21%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.8M +$33.8M +224,773 +38%
Wealthfront Advisers
21
Wealthfront Advisers
California
$92.1M +$2.26M +15,033 +2%
MRC
22
Millburn Ridgefield Corp
New York
$81.6M -$75.3M -500,778 -41%
CCA
23
Catalyst Capital Advisors
New York
$81.6M -$75.2M -500,201 -41%
EWA
24
EP Wealth Advisors
California
$81.4M +$8.4M +55,868 +9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$79.7M -$4.89M -32,563 -5%