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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.38B -$344M -5,700,364 -6%
Bank of America
2
Bank of America
North Carolina
$3.18B -$159M -2,632,188 -5%
Creative Planning
3
Creative Planning
Kansas
$1.66B +$43M +711,992 +3%
UBS Group
4
UBS Group
Switzerland
$1.46B -$4.45M -73,624 -0.3%
Morgan Stanley
5
Morgan Stanley
New York
$1.39B +$43.6M +721,356 +3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.07B +$18.7M +310,116 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$935M +$103M +1,711,792 +12%
Ameriprise
8
Ameriprise
Minnesota
$867M -$13M -214,980 -1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$676M +$28.7M +474,616 +4%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$657M +$37.3M +618,024 +6%
TF
11
TIAA FSB
Florida
$653M -$16.5M -273,548 -2%
RJA
12
Raymond James & Associates
Florida
$643M +$569M +9,420,184 +649%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$631M +$3.85M +63,656 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$532M +$182M +3,015,000 +50%
LPL Financial
15
LPL Financial
California
$524M +$31.9M +528,232 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$412M -$26.2M -433,840 -6%
JFG
17
JMG Financial Group
Illinois
$323M +$10.5M +173,496 +3%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$311M +$51.7M +855,180 +14%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$291M +$35.9M +594,104 +14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$245M +$10M +166,168 +4%
PAG
21
Private Advisor Group
New Jersey
$239M +$86.4M +1,430,352 +55%
BTCPP
22
Border to Coast Pensions Partnership
United Kingdom
$212M -$16.9M -280,000 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$191M +$5.65M +93,476 +3%
CM
24
Churchill Management
California
$189M +$852K +14,096 +0.4%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$156M +$1.26M +20,884 +0.8%