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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.92B +$30.7M +452,268 +0.5%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.61B +$805M +11,863,844 +20%
Bank of America
3
Bank of America
North Carolina
$4.37B +$132M +1,938,408 +3%
Creative Planning
4
Creative Planning
Kansas
$2.14B -$25.4M -373,596 -1%
Morgan Stanley
5
Morgan Stanley
New York
$2.03B +$82M +1,208,112 +4%
Raymond James Financial
6
Raymond James Financial
Florida
$1.6B +$1.65B +24,246,436 New
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.53B +$53.3M +784,748 +4%
UBS Group
8
UBS Group
Switzerland
$1.47B +$18.4M +270,452 +1%
Ameriprise
9
Ameriprise
Minnesota
$896M -$29.8M -438,260 -3%
LPL Financial
10
LPL Financial
California
$802M +$39.7M +585,044 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$734M -$8.55M -125,956 -1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$628M +$1.53M +22,580 +0.2%
JP Morgan Chase
13
JP Morgan Chase
New York
$609M +$55.2M +812,668 +10%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$576M +$64.1M +944,444 +12%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$457M -$27.4M -404,036 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$407M +$15.7M +230,972 +4%
AF
17
Allworth Financial
California
$379M +$24.9M +367,440 +7%
Mariner
18
Mariner
Kansas
$370M +$14.8M +217,364 +4%
JFG
19
JMG Financial Group
Illinois
$344M +$6.27M +92,288 +2%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$340M +$10.1M +149,372 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$335M +$4.39M +64,600 +1%
BTCPP
22
Border to Coast Pensions Partnership
United Kingdom
$319M +$10.9M +160,968 +3%
FCI
23
Financial Counselors Inc
Kansas
$232M +$12.4M +181,940 +5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$201M +$1.91M +28,076 +0.9%
NHC
25
Nicholas Hoffman & Company
Georgia
$197M +$21.1M +310,876 +12%