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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
$584M +$116M +1,069,919 +26%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$296M +$1.37M +12,687 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$287M -$9.08M -83,945 -3%
TF
4
TIAA FSB
Florida
$257M +$8.57M +79,200 +4%
Bank of America
5
Bank of America
North Carolina
$246M +$9.8M +90,525 +4%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$205M +$6.54M +60,411 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$157M -$1.86M -17,198 -1%
UBS Group
8
UBS Group
Switzerland
$118M +$955K +8,821 +0.8%
Wells Fargo
9
Wells Fargo
California
$117M -$60.1M -555,350 -35%
Ameriprise
10
Ameriprise
Minnesota
$88.8M -$4.08M -37,688 -5%
Stifel Financial
11
Stifel Financial
Missouri
$61.5M +$4.82M +44,535 +9%
WA
12
Waverly Advisors
Alabama
$60M +$10.1M +93,246 +21%
LPL Financial
13
LPL Financial
California
$56.9M +$6.18M +57,087 +13%
Axa
14
Axa
France
$56.9M -$4.17M -38,500 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$45.4M +$1.08M +9,991 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$45.3M +$3.26M +30,086 +8%
AssetMark Inc
17
AssetMark Inc
California
$34.4M +$2.34M +21,625 +8%
MML Investors Services
18
MML Investors Services
Massachusetts
$34M +$600K +5,548 +2%
Creative Planning
19
Creative Planning
Kansas
$34M -$1.24M -11,438 -4%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$33.9M +$1.56M +14,409 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$33.5M +$208K +1,926 +0.6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$33.4M +$4.84M +44,765 +18%
SE
23
Summit Equities
New Jersey
$33M +$840K +7,761 +3%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$30.1M – – –
CL
25
Cabana LLC
Arkansas
$26.1M +$23.9M +220,673 New
1
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