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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
$771M +$77.2M +679,435 +11%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$296M -$4.53M -39,837 -2%
Morgan Stanley
3
Morgan Stanley
New York
$287M +$992K +8,734 +0.3%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$274M +$51.7M +454,865 +23%
Wells Fargo
5
Wells Fargo
California
$252M +$79.9M +702,833 +46%
Bank of America
6
Bank of America
North Carolina
$247M -$627K -5,517 -0.3%
TF
7
TIAA FSB
Florida
$241M -$4.28M -37,654 -2%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$204M -$3.9M -34,289 -2%
UBS Group
9
UBS Group
Switzerland
$137M +$2.36M +20,796 +2%
Ameriprise
10
Ameriprise
Minnesota
$99.8M +$6.1M +53,643 +6%
Stifel Financial
11
Stifel Financial
Missouri
$97.5M +$7.87M +69,227 +9%
Deutsche Bank
12
Deutsche Bank
Germany
$68.2M +$39.2K +345 +0.1%
LPL Financial
13
LPL Financial
California
$66.3M +$1.83M +16,087 +3%
WA
14
Waverly Advisors
Alabama
$63.5M +$1.38M +12,144 +2%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$63.1M +$16.3M +143,718 +35%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$57.2M +$2.83M +24,877 +5%
AssetMark Inc
17
AssetMark Inc
California
$56.7M -$8.99M -79,092 -14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$51.6M +$621K +5,462 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$46.8M -$1.72M -15,166 -4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$45.5M +$9.35M +82,253 +26%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$40.3M +$1.15M +10,139 +3%
Axa
22
Axa
France
$40M – – –
CL
23
Cabana LLC
Arkansas
$36.2M +$3.92M +34,461 +12%
SE
24
Summit Equities
New Jersey
$33.3M +$312K +2,745 +0.9%
Creative Planning
25
Creative Planning
Kansas
$32.6M -$1.27M -11,144 -4%
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