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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.89B -$65.7M -1,198,028 -1%
Bank of America
2
Bank of America
North Carolina
$3.1B +$50M +911,364 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.05B +$29.6M +539,476 +1%
Creative Planning
4
Creative Planning
Kansas
$1.72B +$6.75M +123,108 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$1.39B +$29M +529,224 +2%
UBS Group
6
UBS Group
Switzerland
$1.23B +$23.3M +425,412 +2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.01B +$43.5M +793,276 +4%
RJA
8
Raymond James & Associates
Florida
$770M +$15.7M +285,536 +2%
Ameriprise
9
Ameriprise
Minnesota
$732M +$39.4M +717,932 +5%
LPL Financial
10
LPL Financial
California
$585M +$31.8M +579,652 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$535M -$4.88M -89,004 -0.9%
JP Morgan Chase
12
JP Morgan Chase
New York
$513M +$55.3M +1,008,660 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$501M +$9.29M +169,368 +2%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$449M +$473M +8,626,320 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$440M +$32.8M +597,480 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$433M +$9.44M +172,188 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$295M +$4.91M +89,564 +2%
JFG
18
JMG Financial Group
Illinois
$246M -$1.01M -18,332 -0.4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$244M +$5.72M +104,368 +2%
BTCPP
20
Border to Coast Pensions Partnership
United Kingdom
$237M
AF
21
Allworth Financial
California
$233M +$10.2M +185,500 +4%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$231M +$16.6M +302,976 +7%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$222M -$452K -8,244 -0.2%
Mariner
24
Mariner
Kansas
$201M +$25.8M +471,252 +14%
BPA
25
Beacon Pointe Advisors
California
$183M +$47.3M +861,728 +32%