We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.98B +$240M +3,224,444 +3%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$7.43B +$1.42B +19,131,832 +22%
Bank of America
3
Bank of America
North Carolina
$5.21B +$309K +4,160 +0%
UBS Group
4
UBS Group
Switzerland
$3.85B +$2.33B +31,322,628 +141%
Morgan Stanley
5
Morgan Stanley
New York
$2.48B +$41.6M +559,592 +2%
Creative Planning
6
Creative Planning
Kansas
$2.39B -$31M -417,876 -1%
Raymond James Financial
7
Raymond James Financial
Florida
$2.16B +$110M +1,486,836 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$1.81B +$38M +511,480 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.69B +$975M +13,119,712 +125%
US Bancorp
10
US Bancorp
Minnesota
$1.56B +$110M +1,482,072 +7%
LPL Financial
11
LPL Financial
California
$1.03B +$87.7M +1,180,772 +9%
Ameriprise
12
Ameriprise
Minnesota
$925M -$56.7M -763,728 -6%
MGIA
13
Moneta Group Investment Advisors
Missouri
$714M +$2.26B +30,357,712 +322%
CBU
14
CIBC Bancorp USA
Illinois
$704M +$731M +9,838,388 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$677M +$16.1M +216,912 +2%
Mariner
16
Mariner
Kansas
$613M +$37.8M +509,300 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$596M -$4.96M -66,800 -0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$483M +$14.5M +195,448 +3%
UBS AM
19
UBS AM
Illinois
$478M +$346M +4,656,960 +233%
AF
20
Allworth Financial
California
$440M +$3.47M +46,752 +0.8%
JFG
21
JMG Financial Group
Illinois
$401M +$13.6M +183,328 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$398M +$31.4M +422,484 +8%
TCIIS
23
TIAA-CREF Individual & Institutional Services
New York
$395M +$409M +5,499,436 New
Cerity Partners
24
Cerity Partners
New York
$384M +$63.9M +859,584 +19%
NHC
25
Nicholas Hoffman & Company
Georgia
$341M +$2.81M +37,868 +0.8%