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
$3.98B +$57.9M +306,499 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.34B +$50.4M +266,920 +4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.29B -$190M -1,006,763 -13%
Wells Fargo
4
Wells Fargo
California
$820M -$22.1M -116,922 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$791M -$1.79B -9,447,687 -70%
UBS Group
6
UBS Group
Switzerland
$725M +$19.3M +102,223 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$648M +$15.8M +83,563 +3%
LPL Financial
8
LPL Financial
California
$584M -$120M -634,994 -18%
Ameriprise
9
Ameriprise
Minnesota
$453M -$65.5M -346,371 -13%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$384M -$7.34M -38,836 -2%
Goldman Sachs
11
Goldman Sachs
New York
$383M +$2.47M +13,056 +0.7%
Creative Planning
12
Creative Planning
Kansas
$370M +$976K +5,166 +0.3%
CSIA
13
Charles Schwab Investment Advisory
California
$327M -$5.28M -27,933 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$287M +$5.29M +28,002 +2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$287M +$1.35M +7,119 +0.5%
Wealthfront Advisers
16
Wealthfront Advisers
California
$270M -$3.2M -16,957 -1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$248M +$110M +584,672 +88%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$222M +$10.5M +55,459 +5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$200M +$6.82M +36,088 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$188M +$9.31M +49,245 +5%
Mariner
21
Mariner
Kansas
$187M +$5.37M +28,443 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$185M +$6.81M +36,048 +4%
GT
23
Glenmede Trust
Pennsylvania
$181M
Stifel Financial
24
Stifel Financial
Missouri
$178M -$2.68M -14,203 -2%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$178M -$5.4M -28,573 -3%