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
$1.82B +$26.7M +620,704 +2%
Wells Fargo
2
Wells Fargo
California
$1.6B +$136M +3,175,896 +10%
UBS Group
3
UBS Group
Switzerland
$1.56B +$43.9M +1,021,788 +3%
Creative Planning
4
Creative Planning
Kansas
$1.37B -$76.8M -1,789,324 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.02B +$57.4M +1,336,328 +6%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$834M +$13.3M +309,528 +2%
Morgan Stanley
7
Morgan Stanley
New York
$732M +$39.4M +917,428 +6%
TF
8
TIAA FSB
Florida
$636M -$18.6M -432,280 -3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$527M -$425K -9,896 -0.1%
Ameriprise
10
Ameriprise
Minnesota
$382M +$32.2M +749,392 +10%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$327M -$1.6M -37,336 -0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$263M +$7.54M +175,672 +3%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$246M +$7.74M +180,152 +3%
LPL Financial
14
LPL Financial
California
$207M +$11.3M +264,200 +6%
JFG
15
JMG Financial Group
Illinois
$177M +$10.1M +235,744 +6%
CCA
16
Catalyst Capital Advisors
New York
$164M -$447K -10,412 -0.3%
MRC
17
Millburn Ridgefield Corp
New York
$164M -$447K -10,412 -0.3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$159M +$4.76M +110,824 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$157M +$10.1M +234,284 +7%
Truist Financial
20
Truist Financial
North Carolina
$140M +$96.7M +2,250,912 +253%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$135M -$151K -3,512 -0.1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$122M +$3.41M +79,496 +3%
CAW
23
Cornerstone Advisors (Washington)
Washington
$101M +$2.04M +47,472 +2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$96.5M +$21.2M +493,436 +29%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$92.8M +$5.85M +136,292 +7%