We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$678M +$38.1M +344,117 +6%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$293M -$986K -8,905 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$279M -$4.33M -39,088 -2%
Bank of America
4
Bank of America
North Carolina
$241M +$145K +1,306 +0.1%
TF
5
TIAA FSB
Florida
$239M -$19M -171,352 -7%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$217M +$7.76M +70,108 +4%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$203M +$50.5M +456,144 +33%
Wells Fargo
8
Wells Fargo
California
$169M +$18.3M +165,658 +12%
UBS Group
9
UBS Group
Switzerland
$131M +$2.02M +18,201 +2%
Ameriprise
10
Ameriprise
Minnesota
$91.7M +$4.67M +42,146 +5%
Stifel Financial
11
Stifel Financial
Missouri
$87.8M +$9.35M +84,393 +12%
Deutsche Bank
12
Deutsche Bank
Germany
$66.6M
AssetMark Inc
13
AssetMark Inc
California
$64.1M +$16.9M +152,278 +36%
LPL Financial
14
LPL Financial
California
$63M +$3.36M +30,369 +6%
WA
15
Waverly Advisors
Alabama
$60.6M +$1.97M +17,812 +3%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$53.1M +$28.6M +258,018 +116%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$49.8M -$790K -7,137 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$47.4M +$681K +6,152 +1%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$45.7M +$10.5M +94,798 +30%
Axa
20
Axa
France
$39.1M -$210K -1,900 -0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$38.3M +$2.08M +18,772 +6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$34.9M
Creative Planning
23
Creative Planning
Kansas
$33.1M +$3.65K +33 +0%
SE
24
Summit Equities
New Jersey
$32.2M -$713K -6,442 -2%
CL
25
Cabana LLC
Arkansas
$31.5M -$3.86M -34,836 -11%