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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$383M +$51.5M +503,842 +16%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M +$1.75M +17,083 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$268M +$11.7M +114,202 +5%
TF
4
TIAA FSB
Florida
$215M +$214M +2,089,329 New
Bank of America
5
Bank of America
North Carolina
$212M -$39.7M -387,870 -16%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$185M -$155M -1,517,466 -46%
Wells Fargo
7
Wells Fargo
California
$160M +$1.36M +13,312 +0.9%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$149M -$1.14M -11,164 -0.8%
UBS Group
9
UBS Group
Switzerland
$115M -$3.2M -31,276 -3%
Ameriprise
10
Ameriprise
Minnesota
$80.8M +$5.66M +55,358 +8%
Axa
11
Axa
France
$59.2M -$3.64M -35,600 -6%
Stifel Financial
12
Stifel Financial
Missouri
$54M +$6.88M +67,291 +15%
LPL Financial
13
LPL Financial
California
$47.3M +$46.6M +455,961 +11,682%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$41.4M +$1.77M +17,329 +4%
WA
15
Waverly Advisors
Alabama
$41.1M +$7.16K +70 +0%
AssetMark Inc
16
AssetMark Inc
California
$39.5M -$7.32M -71,605 -16%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$35.8M +$2.62M +25,662 +8%
NYLIM
18
New York Life Investment Management
New York
$34.4M +$10.4M +101,947 +44%
Creative Planning
19
Creative Planning
Kansas
$32.1M -$232K -2,267 -0.7%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$30.9M – – –
JMPWA
21
JP Morgan Private Wealth Advisors
California
$30.8M +$3.06M +29,958 +11%
MML Investors Services
22
MML Investors Services
Massachusetts
$30.3M +$30.2M +294,853 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$28.6M +$1.21M +11,839 +4%
SE
24
Summit Equities
New Jersey
$28M +$1.15M +11,210 +4%
CCM
25
Condor Capital Management
New Jersey
$24.8M -$329K -3,218 -1%
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