We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.55B +$20.4M +530,508 +1%
Creative Planning
2
Creative Planning
Kansas
$1.45B -$63.3M -1,644,852 -4%
UBS Group
3
UBS Group
Switzerland
$1.36B +$19M +494,400 +1%
Wells Fargo
4
Wells Fargo
California
$985M +$267M +6,943,512 +40%
JP Morgan Chase
5
JP Morgan Chase
New York
$864M +$8.16M +212,272 +1%
Morgan Stanley
6
Morgan Stanley
New York
$651M -$4.7M -122,184 -0.7%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$568M +$7.01M +182,140 +1%
Deutsche Bank
8
Deutsche Bank
Germany
$483M -$70.5K -1,832 -0%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$470M +$3.73M +96,864 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$468M +$45.7M +1,188,616 +11%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$293M +$5.3M +137,740 +2%
TF
12
TIAA FSB
Florida
$280M +$883K +22,960 +0.3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$220M +$1.81M +47,084 +0.9%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184M -$6.05M -157,396 -3%
LPL Financial
15
LPL Financial
California
$162M +$3.39M +88,108 +2%
JFG
16
JMG Financial Group
Illinois
$134M -$18.8M -487,856 -13%
CCA
17
Catalyst Capital Advisors
New York
$133M -$10.6M -276,100 -8%
MRC
18
Millburn Ridgefield Corp
New York
$133M -$10.6M -276,100 -8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$128M -$41.8M -1,087,292 -25%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$119M +$19.5M +506,880 +21%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$117M +$3.48M +90,604 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$113M +$3.63M +94,248 +3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$97.2M -$2.64M -68,636 -3%
CAW
24
Cornerstone Advisors (Washington)
Washington
$87.1M +$37.6M +977,864 +82%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$75.5M +$1.72M +44,724 +2%