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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.23B -$1.24B -23,672,636 -20%
Bank of America
2
Bank of America
North Carolina
$3.22B +$34.9M +665,000 +1%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.14B +$781M +14,904,552 +62%
Creative Planning
4
Creative Planning
Kansas
$1.82B +$43M +821,080 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.44B +$47.6M +908,104 +4%
UBS Group
6
UBS Group
Switzerland
$1.27B -$21.4M -407,564 -2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.02B +$34.2M +652,204 +4%
RJA
8
Raymond James & Associates
Florida
$798M +$24.2M +462,352 +3%
Ameriprise
9
Ameriprise
Minnesota
$735M +$8.89M +169,656 +1%
LPL Financial
10
LPL Financial
California
$586M +$68.8M +1,313,120 +14%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$570M -$7.77M -148,204 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$521M +$35.3M +672,940 +8%
JP Morgan Chase
13
JP Morgan Chase
New York
$487M +$19.4M +369,692 +4%
TF
14
TIAA FSB
Florida
$485M -$23.9M -454,976 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$449M -$1.19M -22,652 -0.3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$432M +$50.5M +963,252 +14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$307M +$6.72M +128,200 +2%
JFG
18
JMG Financial Group
Illinois
$262M +$9.77M +186,320 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$252M +$7.75M +147,916 +3%
BTCPP
20
Border to Coast Pensions Partnership
United Kingdom
$250M +$21M +400,000 +10%
AF
21
Allworth Financial
California
$236M +$89.5M +1,707,132 +66%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$235M +$17.9M +341,216 +9%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$227M +$23.9M +456,272 +12%
Mariner
24
Mariner
Kansas
$187M +$13.6M +259,660 +8%
MRC
25
Millburn Ridgefield Corp
New York
$183M -$609K -11,608 -0.3%