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
$5.96B -$69.6M -282,799 -1%
Morgan Stanley
2
Morgan Stanley
New York
$1.81B +$49.4M +200,584 +3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.76B +$29.3M +119,060 +2%
Wells Fargo
4
Wells Fargo
California
$1.36B +$133M +542,548 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.26B +$12.8M +52,024 +1%
UBS Group
6
UBS Group
Switzerland
$976M +$7.75M +31,512 +0.8%
LPL Financial
7
LPL Financial
California
$910M +$43.5M +176,938 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$710M +$331M +1,345,357 +84%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$570M -$6.32M -25,699 -1%
Raymond James Financial
10
Raymond James Financial
Florida
$530M +$542M +2,203,938 New
Ameriprise
11
Ameriprise
Minnesota
$511M +$20.6M +83,778 +4%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$510M +$44M +178,958 +9%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$457M +$7.17M +29,136 +2%
Creative Planning
14
Creative Planning
Kansas
$455M +$3.55M +14,409 +0.8%
Goldman Sachs
15
Goldman Sachs
New York
$451M -$3.9M -15,846 -0.8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$448M +$15.8M +64,190 +4%
Charles Schwab
17
Charles Schwab
California
$420M -$9.36M -38,039 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$409M -$22.8M -92,552 -5%
Wealthfront Advisers
19
Wealthfront Advisers
California
$382M +$25.1M +101,902 +7%
Mariner
20
Mariner
Kansas
$339M +$21.5M +87,455 +7%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$335M -$18.5M -75,246 -5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$270M +$15M +60,911 +6%
Stifel Financial
23
Stifel Financial
Missouri
$256M +$3.9M +15,834 +2%
MWM
24
Mission Wealth Management
California
$252M +$8.28M +33,633 +3%
JP Morgan Chase
25
JP Morgan Chase
New York
$241M +$38.1M +154,797 +18%