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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.5M +$87.4M +1,274,670 New
TAIM
2
TD Ameritrade Investment Management
Nebraska
$80.2M +$80.1M +1,167,421 New
Bank of America
3
Bank of America
North Carolina
$68.1M +$68M +991,413 New
DWA
4
Dorsey Wright & Associates
California
$61.3M +$60.7M +884,350 New
AIA
5
Arrow Investment Advisors
Maryland
$60.7M +$60.7M +884,350 New
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$54.1M +$54M +787,908 New
Axa
7
Axa
France
$49.3M +$49.2M +717,200 New
U
8
UBS
Switzerland
$48.1M +$48M +699,905 New
WA
9
Waverly Advisors
Alabama
$46.3M +$46.2M +673,608 New
MAA
10
Managed Account Advisors
New Jersey
$37.7M +$37.7M +549,677 New
Wells Fargo
11
Wells Fargo
California
$30.6M +$30.6M +446,227 New
QA
12
Quantitative Advantage
Minnesota
$28.7M +$28.6M +417,338 New
LPL Financial
13
LPL Financial
California
$26.9M +$26.8M +391,432 New
CNB
14
City National Bank
Delaware
$12.6M +$12.6M +183,528 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$11.7M +$11.7M +170,424 New
CCM
16
Condor Capital Management
New Jersey
$9.96M +$9.95M +145,036 New
TCT
17
TIAA CREF Trust
Missouri
$9.58M +$9.57M +139,568 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$7.93M +$7.92M +115,441 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.6M +$7.59M +110,716 New
EWA
20
Exencial Wealth Advisors
Oklahoma
$7.45M +$6.98M +101,700 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$7.42M +$7.41M +108,049 New
LI
22
LMCG Investments
Massachusetts
$4.89M +$4.89M +71,287 New
PFA
23
Pure Financial Advisors
California
$4.38M +$4.37M +63,767 New
ECAM
24
East Coast Asset Management
Massachusetts
$3.89M +$3.88M +56,584 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.77M +$3.77M +54,952 New
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