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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
$652M +$2.88M +27,447 +0.4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$259M +$10.7M +102,237 +4%
Morgan Stanley
3
Morgan Stanley
New York
$243M +$1.68M +16,011 +0.6%
Bank of America
4
Bank of America
North Carolina
$240M +$36M +343,337 +16%
TF
5
TIAA FSB
Florida
$237M +$37.8M +360,047 +17%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$233M +$2.13M +20,300 +0.8%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$169M -$1.67M -15,926 -0.9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$149M +$151M +1,438,776 +1,160%
UBS Group
9
UBS Group
Switzerland
$131M +$18M +171,391 +14%
Wells Fargo
10
Wells Fargo
California
$127M -$94.2M -896,999 -40%
Ameriprise
11
Ameriprise
Minnesota
$87.2M +$3.62M +34,499 +4%
Stifel Financial
12
Stifel Financial
Missouri
$82.7M +$582K +5,546 +0.6%
Deutsche Bank
13
Deutsche Bank
Germany
$57.4M -$36.2K -345 -0.1%
LPL Financial
14
LPL Financial
California
$56.7M +$1.01M +9,639 +2%
AssetMark Inc
15
AssetMark Inc
California
$56.6M +$9.73M +92,699 +18%
WA
16
Waverly Advisors
Alabama
$46.6M -$7.51M -71,491 -13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$46.4M +$3.26M +31,071 +7%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$44.2M -$9.83M -93,593 -17%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$42.3M +$3.13M +29,803 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$36.8M +$3.17M +30,164 +8%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$36.4M -$2.07M -19,715 -5%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$32.5M -$17.3M -164,999 -33%
Axa
23
Axa
France
$32.5M -$1.36M -13,000 -4%
SF
24
Summit Financial
New Jersey
$28M +$30.9M +293,871 New
Creative Planning
25
Creative Planning
Kansas
$28M +$554K +5,281 +2%
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