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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.57B +$31.8M +608,776 +0.5%
Bank of America
2
Bank of America
North Carolina
$2.74B -$212M -4,056,016 -6%
Creative Planning
3
Creative Planning
Kansas
$1.55B +$14.2M +271,596 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$1.18B -$4.93M -94,316 -0.4%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.16B +$19M +364,108 +1%
UBS Group
6
UBS Group
Switzerland
$1.15B -$11.3M -215,736 -0.9%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$727M +$27.6M +529,048 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$713M -$1.7M -32,592 -0.2%
RJA
9
Raymond James & Associates
Florida
$615M +$23M +440,868 +3%
Ameriprise
10
Ameriprise
Minnesota
$577M +$19.4M +370,988 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$500M +$5.77M +110,392 +1%
TF
12
TIAA FSB
Florida
$454M -$9.72M -186,040 -2%
LPL Financial
13
LPL Financial
California
$428M +$5.89M +112,640 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$408M +$36.9M +707,028 +9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$337M +$16.6M +316,944 +5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$306M +$28.7M +548,304 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$235M +$11M +210,812 +4%
JFG
18
JMG Financial Group
Illinois
$214M -$7.16M -136,972 -3%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$201M +$17.9M +343,228 +9%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$187M +$38.2M +730,072 +22%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$180M +$5.82M +111,368 +3%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$178M -$11.3M -216,236 -5%
BTCPP
23
Border to Coast Pensions Partnership
United Kingdom
$166M
MIS
24
Morningstar Investment Services
Illinois
$164M -$5.49M -105,104 -3%
Goldman Sachs
25
Goldman Sachs
New York
$145M +$68.4M +1,308,220 +74%