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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 – – –
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$310M +$3.9M +35,148 +1%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$297M +$5.58M +50,238 +2%
Morgan Stanley
4
Morgan Stanley
New York
$279M -$1.54M -13,831 -0.6%
TF
5
TIAA FSB
Florida
$272M +$5.43M +48,850 +2%
Bank of America
6
Bank of America
North Carolina
$260M +$9.37M +84,363 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$192M +$12.9M +116,460 +7%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$184M -$4.65M -41,884 -2%
Wells Fargo
9
Wells Fargo
California
$158M +$231K +2,076 +0.1%
UBS Group
10
UBS Group
Switzerland
$133M -$1.22M -10,940 -0.9%
Ameriprise
11
Ameriprise
Minnesota
$106M +$4.26M +38,351 +4%
Stifel Financial
12
Stifel Financial
Missouri
$89.7M -$15.5M -139,345 -15%
AssetMark Inc
13
AssetMark Inc
California
$87.2M +$3.47M +31,200 +4%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$70.5M -$1.59M -14,324 -2%
Deutsche Bank
15
Deutsche Bank
Germany
$68.2M -$219K -1,972 -0.3%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$62.4M +$2.81M +25,336 +5%
LPL Financial
17
LPL Financial
California
$61.7M -$921K -8,295 -1%
WA
18
Waverly Advisors
Alabama
$61.1M +$2.7M +24,348 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$57.3M -$5.29M -47,648 -9%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$47.3M -$2.05M -18,469 -4%
SB
21
Suntrust Banks
Georgia
$47M +$17.2M +155,102 +60%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$46.2M +$571K +5,137 +1%
Creative Planning
23
Creative Planning
Kansas
$38.9M -$662K -5,962 -2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$37.6M +$1.64M +14,765 +5%
Axa
25
Axa
France
$34.8M -$1.47M -13,200 -4%
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