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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.26B -$12.6M -236,760 -0.2%
Bank of America
2
Bank of America
North Carolina
$3.05B -$35.3M -663,772 -1%
Creative Planning
3
Creative Planning
Kansas
$1.7B -$26.3M -494,464 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.33B -$109M -2,047,836 -8%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.26B +$14.6M +275,052 +1%
UBS Group
6
UBS Group
Switzerland
$1.24B -$12.7M -238,952 -1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$942M -$29.5M -555,200 -3%
RJA
8
Raymond James & Associates
Florida
$740M +$32M +601,556 +4%
Ameriprise
9
Ameriprise
Minnesota
$694M +$11.1M +207,860 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$554M -$10.3M -193,832 -2%
LPL Financial
11
LPL Financial
California
$492M +$11.6M +217,168 +2%
TF
12
TIAA FSB
Florida
$488M -$9.37M -176,164 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$463M +$26.6M +500,028 +6%
JP Morgan Chase
14
JP Morgan Chase
New York
$447M -$351M -6,591,608 -44%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$431M +$51.2M +962,128 +13%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$363M -$1.46M -27,488 -0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$287M +$18.4M +345,840 +7%
JFG
18
JMG Financial Group
Illinois
$241M +$2.65M +49,804 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$234M +$24M +451,068 +11%
BTCPP
20
Border to Coast Pensions Partnership
United Kingdom
$219M +$44.4M +834,864 +25%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$207M +$18.6M +349,612 +10%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$178M -$10.8M -202,580 -6%
MRC
23
Millburn Ridgefield Corp
New York
$175M +$3.63M +68,152 +2%
CCA
24
Catalyst Capital Advisors
New York
$175M +$3.63M +68,172 +2%
MIS
25
Morningstar Investment Services
Illinois
$167M -$636K -11,956 -0.4%