We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$107M +$7.6M +98,511 +8%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$99.1M +$2.64M +34,155 +3%
Bank of America
3
Bank of America
North Carolina
$91.6M +$5.2M +67,354 +6%
AIA
4
Arrow Investment Advisors
Maryland
$71.6M +$1.34M +17,300 +2%
DWA
5
Dorsey Wright & Associates
California
$70.8M +$1.34M +17,300 +2%
U
6
UBS
Switzerland
$70.2M +$5.59M +72,404 +9%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$65.6M +$1.82M +23,621 +3%
Axa
8
Axa
France
$57.2M – – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$55.8M +$54M +700,034 New
WA
10
Waverly Advisors
Alabama
$55.6M +$1.25M +16,252 +2%
Wells Fargo
11
Wells Fargo
California
$43.7M +$679K +8,802 +2%
MAA
12
Managed Account Advisors
New Jersey
$36.9M -$308K -3,994 -0.9%
LPL Financial
13
LPL Financial
California
$34.3M +$2.97M +38,456 +10%
CNB
14
City National Bank
Delaware
$21.5M +$4.58M +59,326 +28%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.9M +$1.04M +13,466 +7%
TCT
16
TIAA CREF Trust
Missouri
$15M +$1.44M +18,657 +11%
CCM
17
Condor Capital Management
New Jersey
$13.3M +$645K +8,353 +5%
Goldman Sachs
18
Goldman Sachs
New York
$11.7M +$11.3M +146,942 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$11.2M +$1.65M +21,395 +18%
MA
20
MCF Advisors
Kentucky
$9.94M +$9.13M +118,313 +7,145%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$9.76M +$115K +1,496 +1%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$9.65M +$549K +7,110 +6%
FIG
23
FundX Investment Group
California
$9.37M +$5.68M +73,600 +168%
CWM
24
Cranbrook Wealth Management
Michigan
$9.28M +$8.97M +116,273 New
SWM
25
SVA Wealth Management
Wisconsin
$9.08M +$8.79M +113,844 New
1
2 3 4 5