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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
$830M +$27.2M +248,750 +3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$301M +$2.46M +22,469 +0.8%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$287M +$5.52M +50,384 +2%
Morgan Stanley
4
Morgan Stanley
New York
$276M -$2.59M -23,688 -0.9%
TF
5
TIAA FSB
Florida
$262M +$9.71M +88,656 +4%
Bank of America
6
Bank of America
North Carolina
$246M +$750K +6,853 +0.3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$187M -$6.34M -57,854 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$177M +$637K +5,817 +0.4%
Wells Fargo
9
Wells Fargo
California
$156M +$4.11M +37,519 +3%
UBS Group
10
UBS Group
Switzerland
$132M +$4.38M +40,011 +3%
Stifel Financial
11
Stifel Financial
Missouri
$104M +$2.38M +21,714 +2%
Ameriprise
12
Ameriprise
Minnesota
$100M +$1.77M +16,150 +2%
AssetMark Inc
13
AssetMark Inc
California
$82.4M +$9.15M +83,536 +13%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$71.1M +$2.16M +19,732 +3%
Deutsche Bank
15
Deutsche Bank
Germany
$67.4M -$67.9K -620 -0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$61.8M +$6.24M +57,029 +11%
LPL Financial
17
LPL Financial
California
$61.7M -$1.87M -17,040 -3%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$58.7M +$1.63M +14,926 +3%
WA
19
Waverly Advisors
Alabama
$57.5M +$1.07M +9,782 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$48.6M -$598K -5,459 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$44.9M +$2.14M +19,521 +5%
Creative Planning
22
Creative Planning
Kansas
$39M +$5.87M +53,613 +18%
Axa
23
Axa
France
$35.8M -$2.12M -19,400 -6%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$35.4M -$6.08M -55,515 -15%
SF
25
Summit Financial
New Jersey
$33.4M +$706K +6,445 +2%
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