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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
$777M +$37.7M +358,571 +5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$290M -$3.36M -31,975 -1%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$273M +$9.19M +87,479 +4%
Morgan Stanley
4
Morgan Stanley
New York
$270M -$5.41M -51,512 -2%
TF
5
TIAA FSB
Florida
$245M -$23.1M -220,264 -9%
Bank of America
6
Bank of America
North Carolina
$238M -$33.4M -317,952 -13%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$187M -$5.45M -51,892 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$170M +$1.84M +17,532 +1%
Wells Fargo
9
Wells Fargo
California
$147M +$2.53M +24,088 +2%
UBS Group
10
UBS Group
Switzerland
$124M -$24.3M -231,804 -17%
Stifel Financial
11
Stifel Financial
Missouri
$98.6M +$4.67M +44,507 +5%
Ameriprise
12
Ameriprise
Minnesota
$95.6M -$3.36M -32,010 -3%
AssetMark Inc
13
AssetMark Inc
California
$70.8M +$6.57M +62,610 +11%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$66.7M +$29.2M +277,675 +81%
Deutsche Bank
15
Deutsche Bank
Germany
$65.4M +$330K +3,139 +0.5%
LPL Financial
16
LPL Financial
California
$61.6M -$2.57M -24,442 -4%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$55.3M +$5.06M +48,158 +10%
WA
18
Waverly Advisors
Alabama
$54.6M +$1.75M +16,660 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$53.7M +$1.14M +10,820 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$47.7M -$184K -1,750 -0.4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$41.4M -$258K -2,453 -0.6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$40.3M -$950K -9,052 -2%
Axa
23
Axa
France
$36.8M – – –
Creative Planning
24
Creative Planning
Kansas
$32M +$377K +3,591 +1%
SF
25
Summit Financial
New Jersey
$31.7M -$184K -1,751 -0.6%
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