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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.77B +$591M +10,074,064 +10%
Bank of America
2
Bank of America
North Carolina
$3.57B +$180M +3,067,476 +5%
Creative Planning
3
Creative Planning
Kansas
$1.75B +$66.6M +1,135,972 +4%
UBS Group
4
UBS Group
Switzerland
$1.51B +$16.2M +275,928 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.43B +$14.4M +245,200 +1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.08B +$26.1M +445,284 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.05B +$52.7M +899,068 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$804M +$91.3M +1,555,548 +13%
RJA
9
Raymond James & Associates
Florida
$729M +$40.1M +683,720 +6%
Ameriprise
10
Ameriprise
Minnesota
$723M -$118M -2,008,780 -14%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$629M -$6.94M -118,236 -1%
TF
12
TIAA FSB
Florida
$615M -$17.3M -294,944 -3%
LPL Financial
13
LPL Financial
California
$533M -$20.7M -352,064 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$449M +$12.4M +211,796 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$409M -$129M -2,195,440 -24%
JFG
16
JMG Financial Group
Illinois
$350M +$13M +221,828 +4%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$346M -$6.99M -119,100 -2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$331M +$40M +681,960 +14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$290M +$15.3M +260,408 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$202M +$1.6M +27,312 +0.8%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$192M +$7.42M +126,536 +4%
BPA
22
Beacon Pointe Advisors
California
$183M +$89.6M +1,527,848 +98%
MIS
23
Morningstar Investment Services
Illinois
$179M +$16.4M +278,916 +10%
BTCPP
24
Border to Coast Pensions Partnership
United Kingdom
$177M -$21.4M -365,400 -11%
PAG
25
Private Advisor Group
New Jersey
$167M +$6.91M +117,748 +4%