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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.83B +$222M +3,055,024 +3%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$6.24B -$442M -6,078,900 -7%
Bank of America
3
Bank of America
North Carolina
$5.26B +$194M +2,668,940 +4%
Morgan Stanley
4
Morgan Stanley
New York
$2.47B +$76.9M +1,057,684 +3%
Creative Planning
5
Creative Planning
Kansas
$2.44B +$24.5M +337,032 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$2.07B +$118M +1,628,056 +6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.79B +$44.9M +617,544 +3%
UBS Group
8
UBS Group
Switzerland
$1.62B +$9.37M +128,832 +0.6%
US Bancorp
9
US Bancorp
Minnesota
$1.46B +$126M +1,733,604 +9%
Ameriprise
10
Ameriprise
Minnesota
$989M +$13M +178,048 +1%
Natixis Advisors
11
Natixis Advisors
Massachusetts
$975M +$81.2M +1,115,568 +9%
LPL Financial
12
LPL Financial
California
$953M +$33.2M +456,824 +4%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$802M +$30.4M +417,756 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$759M -$68M -934,392 -8%
MGIA
15
Moneta Group Investment Advisors
Missouri
$684M +$40.9M +562,064 +6%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$669M -$4.31M -59,240 -0.6%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$634M +$97.5M +1,340,364 +18%
JP Morgan Chase
18
JP Morgan Chase
New York
$620M +$10.8M +148,196 +2%
Mariner
19
Mariner
Kansas
$582M +$49.6M +681,820 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$474M +$18.7M +256,500 +4%
AF
21
Allworth Financial
California
$441M +$14.2M +194,752 +3%
TIAA Trust, National Association
22
TIAA Trust, National Association
North Carolina
$434M +$8.22M +113,044 +2%
JFG
23
JMG Financial Group
Illinois
$392M +$6.33M +86,960 +2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$371M +$16.8M +231,172 +5%
Citigroup
25
Citigroup
New York
$364M +$355M +4,884,072 +3,587%