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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.95B +$1.35B +35,345,344 +58%
Bank of America
2
Bank of America
North Carolina
$2.14B +$54.2M +1,415,604 +3%
UBS Group
3
UBS Group
Switzerland
$2.01B +$511M +13,348,656 +37%
Creative Planning
4
Creative Planning
Kansas
$1.22B +$4.69M +122,516 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$855M +$8.32M +217,276 +1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$775M -$66.6M -1,737,968 -8%
JP Morgan Chase
7
JP Morgan Chase
New York
$750M -$38.1M -994,424 -5%
TF
8
TIAA FSB
Florida
$555M -$36.8M -961,156 -7%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$461M -$13.2M -345,044 -3%
Ameriprise
10
Ameriprise
Minnesota
$457M +$72.6M +1,895,696 +20%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$431M -$21.2M -554,320 -5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$398M +$80.1M +2,091,560 +27%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$301M -$12.3M -320,812 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$286M +$22.1M +576,108 +9%
Bessemer Group
15
Bessemer Group
New Jersey
$230M +$134M +3,485,888 +165%
LPL Financial
16
LPL Financial
California
$210M +$8.02M +209,408 +4%
JFG
17
JMG Financial Group
Illinois
$201M -$2.61M -68,164 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$157M -$4.23M -110,524 -3%
Truist Financial
19
Truist Financial
North Carolina
$132M +$3.68M +96,004 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$118M -$7.15M -186,676 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$107M -$2.11M -55,152 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$99M +$13.4M +349,244 +17%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$97.3M +$89.9M +2,347,116 +19,884%
MRC
24
Millburn Ridgefield Corp
New York
$96.1M -$30.5M -796,160 -25%
CCA
25
Catalyst Capital Advisors
New York
$96.1M -$30.5M -796,532 -25%