We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$175M +$2.31M +26,025 +1%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$171M -$7.45M -84,015 -4%
Bank of America
3
Bank of America
North Carolina
$160M +$34.7M +391,211 +25%
Morgan Stanley
4
Morgan Stanley
New York
$157M -$456K -5,140 -0.3%
Betterment LLC
5
Betterment LLC
New York
$83.9M +$13.9M +156,243 +18%
TCT
6
TIAA CREF Trust
Missouri
$83.1M +$13.5M +152,129 +18%
UBS Group
7
UBS Group
Switzerland
$82.4M +$9.38M +105,768 +12%
Axa
8
Axa
France
$48M
Wells Fargo
9
Wells Fargo
California
$44.6M -$920K -10,371 -2%
LPL Financial
10
LPL Financial
California
$37.8M +$4.75M +53,548 +14%
WA
11
Waverly Advisors
Alabama
$30.8M +$62.7K +707 +0.2%
Vanguard Group
12
Vanguard Group
Pennsylvania
$28.9M -$223K -2,511 -0.7%
CGH
13
Cleary Gull Holdings
Wisconsin
$28.7M +$517K +5,833 +2%
NYLIM
14
New York Life Investment Management
New York
$26.5M +$19.5M +219,659 +224%
Stifel Financial
15
Stifel Financial
Missouri
$23.8M +$1.28M +14,430 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$22.1M +$888K +10,015 +4%
Goldman Sachs
17
Goldman Sachs
New York
$21.4M +$7.89K +89 +0%
CCM
18
Condor Capital Management
New Jersey
$20M +$135K +1,519 +0.6%
CNB
19
City National Bank
Delaware
$19.7M -$735K -8,292 -3%
SE
20
Summit Equities
New Jersey
$18.8M +$1.18M +13,306 +6%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$17.1M +$1.36M +15,378 +8%
ZB
22
Zions Bancorporation
Utah
$16.8M +$3.61M +40,738 +27%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$16M -$220K -2,476 -1%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$14.8M +$751K +8,469 +5%
GI
25
Gradient Investments
Minnesota
$12.4M +$528K +5,955 +4%