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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.47B +$9.77M +182,928 +0.2%
Bank of America
2
Bank of America
North Carolina
$3.42B -$32.7M -611,492 -1%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.34B +$45.4M +850,072 +2%
Creative Planning
4
Creative Planning
Kansas
$1.94B +$12.9M +241,820 +0.7%
Morgan Stanley
5
Morgan Stanley
New York
$1.64B +$79.6M +1,489,436 +6%
UBS Group
6
UBS Group
Switzerland
$1.36B -$6.71M -125,560 -0.5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.19B +$65.4M +1,223,288 +6%
RJA
8
Raymond James & Associates
Florida
$886M +$23.8M +445,764 +3%
Ameriprise
9
Ameriprise
Minnesota
$835M +$15.8M +294,900 +2%
LPL Financial
10
LPL Financial
California
$683M +$27.1M +506,944 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$583M -$13.6M -254,336 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$576M +$14.9M +278,184 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$566M -$6.75M -126,372 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$497M +$4.69M +87,808 +1%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$495M -$6.01M -112,468 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$479M -$4.87M -91,096 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$341M +$10.8M +202,420 +4%
MIS
18
Morningstar Investment Services
Illinois
$317M +$127M +2,382,304 +78%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$291M +$39.3M +735,760 +17%
JFG
20
JMG Financial Group
Illinois
$276M +$989K +18,504 +0.4%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$273M +$14M +262,448 +6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$272M -$828K -15,504 -0.3%
BTCPP
23
Border to Coast Pensions Partnership
United Kingdom
$270M +$4.87M +91,200 +2%
AF
24
Allworth Financial
California
$264M +$3.62M +67,812 +2%
Mariner
25
Mariner
Kansas
$247M +$20.5M +384,600 +10%