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
$5.34B -$175M -730,756 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.7B +$27.6M +115,628 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.48B -$161M -675,306 -9%
Wells Fargo
4
Wells Fargo
California
$1.29B +$34.5M +144,658 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.1B +$482M +2,018,325 +68%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.1B -$71.7M -300,089 -6%
UBS Group
7
UBS Group
Switzerland
$901M +$636K +2,665 +0.1%
LPL Financial
8
LPL Financial
California
$848M +$8.82M +36,930 +1%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$584M +$62.9M +263,357 +11%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$501M +$32.8M +137,139 +6%
Ameriprise
11
Ameriprise
Minnesota
$481M +$9.97M +41,742 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$477M -$13M -54,296 -2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$446M +$34.9M +146,007 +8%
Creative Planning
14
Creative Planning
Kansas
$443M +$24.8M +103,796 +5%
Charles Schwab
15
Charles Schwab
California
$427M +$41.9M +175,474 +10%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$420M -$2.08M -8,697 -0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$406M +$31M +129,604 +8%
Goldman Sachs
18
Goldman Sachs
New York
$405M -$12.2M -51,262 -3%
Mariner
19
Mariner
Kansas
$348M +$37.9M +158,747 +11%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$325M +$130M +545,614 +59%
Wealthfront Advisers
21
Wealthfront Advisers
California
$323M -$32M -133,848 -8%
WL
22
WIT LLC
District of Columbia
$266M +$326M +1,364,581 +154%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$250M +$643K +2,691 +0.2%
Stifel Financial
24
Stifel Financial
Missouri
$243M +$7.14M +29,911 +3%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$235M -$40.8M -170,825 -12%