We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$114M +$2.73M +34,048 +3%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$105M +$2.4M +29,976 +2%
Bank of America
3
Bank of America
North Carolina
$99M +$3.78M +47,167 +4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$68.4M +$280K +3,499 +0.4%
U
5
UBS
Switzerland
$58.9M -$13.6M -169,346 -19%
Axa
6
Axa
France
$58.6M -$737K -9,200 -1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$58M +$35.5K +443 +0.1%
WA
8
Waverly Advisors
Alabama
$53M -$4.56M -56,937 -8%
Wells Fargo
9
Wells Fargo
California
$40.2M -$5.05M -63,042 -11%
MAA
10
Managed Account Advisors
New Jersey
$37.5M -$715K -8,925 -2%
LPL Financial
11
LPL Financial
California
$37.3M +$1.64M +20,428 +5%
CNB
12
City National Bank
Delaware
$23.4M +$1.08M +13,534 +5%
TCT
13
TIAA CREF Trust
Missouri
$21.9M +$6.15M +76,690 +41%
CCMH
14
Cornerstone Capital Management Holdings
New York
$19.3M +$18.6M +232,506 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$19M +$1.39M +17,375 +8%
Stifel Financial
16
Stifel Financial
Missouri
$15.9M +$15.4M +191,808 New
CCM
17
Condor Capital Management
New Jersey
$14.3M +$437K +5,455 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$12.9M +$1.29M +16,060 +11%
Goldman Sachs
19
Goldman Sachs
New York
$12.3M +$148K +1,852 +1%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$1.59M +19,878 +16%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$10.4M +$263K +3,278 +3%
FIG
22
FundX Investment Group
California
$10.3M +$521K +6,500 +6%
MA
23
MCF Advisors
Kentucky
$10.1M +$176K +2,196 +2%
SG Americas Securities
24
SG Americas Securities
New York
$9.85M +$6.91M +86,261 +264%
CWM
25
Cranbrook Wealth Management
Michigan
$9.59M -$41.1K -513 -0.4%