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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.61B +$799M +12,747,392 +14%
Bank of America
2
Bank of America
North Carolina
$3.63B +$202M +3,215,832 +6%
Creative Planning
3
Creative Planning
Kansas
$1.8B +$10.2M +163,180 +0.6%
UBS Group
4
UBS Group
Switzerland
$1.6B +$22.9M +364,664 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.51B +$22.1M +353,256 +2%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.12B +$13.6M +216,996 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.07B +$65.7M +1,048,208 +7%
Ameriprise
8
Ameriprise
Minnesota
$902M -$30M -478,188 -3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$762M +$54.2M +864,588 +8%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$762M +$34.4M +549,228 +5%
RJA
11
Raymond James & Associates
Florida
$737M +$43.7M +697,112 +6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$681M +$2.74M +43,684 +0.4%
TF
13
TIAA FSB
Florida
$678M -$21.9M -348,784 -3%
LPL Financial
14
LPL Financial
California
$594M +$29M +462,048 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$578M +$4.83M +77,048 +0.9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$468M +$24.1M +384,188 +6%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$378M -$71.2M -1,135,788 -16%
JFG
18
JMG Financial Group
Illinois
$361M +$12.7M +202,320 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$311M -$1.84M -29,356 -0.6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$295M +$30.7M +490,360 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$214M +$9.21M +146,948 +5%
BTCPP
22
Border to Coast Pensions Partnership
United Kingdom
$213M
CM
23
Churchill Management
California
$204M +$1.02M +16,228 +0.5%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$198M +$29.7M +473,396 +18%
Osaic Holdings
25
Osaic Holdings
Arizona
$185M +$19.6M +312,012 +12%