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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.68B +$37M +886,556 +2%
UBS Group
2
UBS Group
Switzerland
$1.42B -$12.9M -309,484 -0.9%
Wells Fargo
3
Wells Fargo
California
$1.37B +$359M +8,587,544 +36%
Creative Planning
4
Creative Planning
Kansas
$1.37B -$25.4M -607,388 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$901M +$81.6M +1,952,324 +10%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$768M +$8.47M +202,764 +1%
Morgan Stanley
7
Morgan Stanley
New York
$650M -$6.43M -153,972 -1%
TF
8
TIAA FSB
Florida
$616M +$288M +6,885,936 +88%
Deutsche Bank
9
Deutsche Bank
Germany
$504M +$86.4K +2,068 +0%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$496M +$1.45M +34,772 +0.3%
Ameriprise
11
Ameriprise
Minnesota
$328M -$2.97M -71,008 -0.9%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$309M +$2.31M +55,288 +0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$240M +$9.11M +218,116 +4%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223M +$30.8M +737,756 +16%
LPL Financial
15
LPL Financial
California
$184M +$7.7M +184,260 +4%
JFG
16
JMG Financial Group
Illinois
$157M +$5.33M +127,464 +4%
CCA
17
Catalyst Capital Advisors
New York
$155M +$9.03M +216,108 +6%
MRC
18
Millburn Ridgefield Corp
New York
$155M +$9.03M +216,108 +6%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$145M +$10M +240,432 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$138M +$5.35M +127,936 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$127M +$3.67M +87,824 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$112M -$2.4M -57,380 -2%
CAW
23
Cornerstone Advisors (Washington)
Washington
$93.2M +$1.18M +28,312 +1%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$81.6M +$1.99M +47,604 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$70.1M -$2.14M -51,200 -3%