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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.9B +$18.5M +313,032 +0.3%
Bank of America
2
Bank of America
North Carolina
$3.93B +$236M +3,999,432 +7%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.62B +$98.1M +1,659,692 +4%
Creative Planning
4
Creative Planning
Kansas
$2.06B -$21.2M -358,340 -1%
Morgan Stanley
5
Morgan Stanley
New York
$1.8B +$39.1M +661,324 +2%
UBS Group
6
UBS Group
Switzerland
$1.45B -$18M -303,924 -1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.3B +$16.2M +274,636 +1%
RJA
8
Raymond James & Associates
Florida
$953M +$1.18M +19,908 +0.1%
Ameriprise
9
Ameriprise
Minnesota
$924M +$23.1M +390,760 +3%
LPL Financial
10
LPL Financial
California
$755M +$20.7M +349,672 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$696M +$72.7M +1,230,888 +12%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$612M -$12.4M -210,640 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$583M -$23.9M -405,000 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$513M -$19.6M -331,292 -4%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$488M -$41.5M -702,876 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$396M -$111M -1,882,988 -23%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$371M +$4.7M +79,596 +1%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$368M +$52.3M +884,888 +18%
JFG
19
JMG Financial Group
Illinois
$304M +$6.38M +107,992 +2%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$304M +$11.7M +197,316 +4%
AF
21
Allworth Financial
California
$293M +$9.14M +154,696 +3%
Mariner
22
Mariner
Kansas
$293M +$25.9M +437,800 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$291M -$310K -5,248 -0.1%
BTCPP
24
Border to Coast Pensions Partnership
United Kingdom
$290M
FCI
25
Financial Counselors Inc
Kansas
$194M +$2.31M +39,136 +1%