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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.2B +$421M +6,266,936 +7%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.72B +$245M +3,650,056 +5%
Bank of America
3
Bank of America
North Carolina
$4.3B +$18M +268,700 +0.4%
Creative Planning
4
Creative Planning
Kansas
$2.12B +$33.6M +501,324 +2%
Morgan Stanley
5
Morgan Stanley
New York
$2.08B +$96M +1,430,716 +5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.62B +$123M +1,834,704 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$1.6B +$33.4M +497,808 +2%
UBS Group
8
UBS Group
Switzerland
$1.45B +$16.5M +245,512 +1%
Ameriprise
9
Ameriprise
Minnesota
$876M -$1.37M -20,396 -0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$823M +$108M +1,613,304 +15%
LPL Financial
11
LPL Financial
California
$768M -$17.4M -259,148 -2%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$628M +$66.3M +987,776 +11%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$608M -$6.36M -94,788 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$595M -$2.04M -30,380 -0.3%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$434M -$14.2M -211,916 -3%
Mariner
16
Mariner
Kansas
$401M +$40.1M +597,948 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$398M -$196K -2,924 -0%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$365M +$86.4M +1,287,112 +25%
AF
19
Allworth Financial
California
$355M +$7.86M +117,164 +2%
JFG
20
JMG Financial Group
Illinois
$348M +$11.2M +166,872 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$318M -$11M -163,728 -3%
BTCPP
22
Border to Coast Pensions Partnership
United Kingdom
$313M
WANY
23
Wealthspire Advisors (New York)
New York
$289M +$151M +2,247,488 +101%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$272M +$103M +1,539,552 +58%
HighTower Advisors
25
HighTower Advisors
Illinois
$227M +$51.1M +760,884 +28%