We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Cresset Asset Management
Illinois
$95.9M -$28.7M -485,760 -24%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$95.7M -$1.54M -26,036 -2%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$92.8M -$30.2M -510,196 -26%
MIS
54
Morningstar Investment Services
Illinois
$92.1M -$233M -3,947,376 -73%
WSTAM
55
Wilbanks Smith & Thomas Asset Management
Virginia
$90.5M +$683K +11,556 +0.8%
SW
56
Simplicity Wealth
New Jersey
$88.6M +$83.5M +1,412,252 +26,407%
BFG
57
Bleakley Financial Group
New Jersey
$87.6M +$3.06M +51,720 +4%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.8M -$62M -1,049,560 -43%
IPW
59
Invictus Private Wealth
Colorado
$86.3M +$2.09M +35,436 +3%
MML Investors Services
60
MML Investors Services
Massachusetts
$84.9M +$559K +9,452 +0.7%
JIC
61
Joel Isaacson & Co
New York
$84M +$2.74M +46,308 +4%
FSWA
62
Financial Synergies Wealth Advisors
Texas
$82.3M +$39.8M +673,228 +104%
CAN
63
Cetera Advisor Networks
California
$81.9M +$2.74M +46,324 +4%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$81.2M -$931K -15,756 -1%
Truist Financial
65
Truist Financial
North Carolina
$79.6M -$50.2M -849,388 -40%
AssetMark Inc
66
AssetMark Inc
California
$77.8M +$421K +7,116 +0.6%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$75.3M +$378K +6,388 +0.5%
CPIG
68
Chicago Partners Investment Group
Illinois
$74.2M +$4.83M +81,748 +7%
CA
69
Cetera Advisors
Colorado
$74M +$11.8M +200,144 +20%
Corient Private Wealth
70
Corient Private Wealth
Florida
$70M +$2.21M +37,348 +3%
ST
71
Smithfield Trust
Pennsylvania
$69.7M -$928K -15,708 -1%
CTC
72
Central Trust Company
Missouri
$68.5M -$430K -7,284 -0.7%
CA
73
Clearstead Advisors
Ohio
$68.1M +$2.33M +39,352 +4%
TNBTD
74
Trustmark National Bank Trust Department
Mississippi
$66.6M -$3.49M -59,076 -5%
CCM
75
Coldstream Capital Management
Washington
$64.4M +$257K +4,356 +0.4%