We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$174M +$31.5M +501,860 +23%
MIS
27
Morningstar Investment Services
Illinois
$171M +$23.6M +375,792 +16%
PAG
28
Private Advisor Group
New Jersey
$171M -$85.5M -1,363,340 -34%
ETC
29
Exchange Traded Concepts
Oklahoma
$155M +$108M +1,730,768 +245%
Truist Financial
30
Truist Financial
North Carolina
$152M -$13.3M -212,052 -8%
Stifel Financial
31
Stifel Financial
Missouri
$135M -$673K -10,736 -0.5%
FCI
32
Financial Counselors Inc
Kansas
$121M -$7.45M -118,852 -6%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$112M +$2.02M +32,304 +2%
Goldman Sachs
34
Goldman Sachs
New York
$106M +$704K +11,224 +0.7%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$103M +$5.98M +95,472 +6%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$99M -$18.4M -292,904 -16%
BPA
37
Beacon Pointe Advisors
California
$98.9M +$1.79M +28,560 +2%
MRC
38
Millburn Ridgefield Corp
New York
$98.3M +$3.76K +60 +0%
CCA
39
Catalyst Capital Advisors
New York
$98.2M
WANY
40
Wealthspire Advisors (New York)
New York
$97.8M +$4.86M +77,452 +5%
AF
41
Allworth Financial
California
$95M +$3.22M +51,336 +4%
CAM
42
Cresset Asset Management
Illinois
$93.1M +$83.1M +1,325,964 +976%
CFB
43
Cullen/Frost Bankers
Texas
$92.3M +$3.42M +54,516 +4%
CTC
44
Central Trust Company
Missouri
$90M +$84.9M +1,353,948 +2,286%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$86M +$4.21M +67,160 +5%
LFG
46
Larson Financial Group
Missouri
$83.8M +$3.68M +58,648 +5%
Bessemer Group
47
Bessemer Group
New Jersey
$82.4M +$1.18M +18,748 +1%
MML Investors Services
48
MML Investors Services
Massachusetts
$78.4M -$2.19M -35,004 -3%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$78.4M +$30.8M +491,176 +66%
PFO
50
Pathstone Family Office
New Jersey
$77.6M -$2.03M -32,316 -3%